About This Role
This Investment Analyst role supports individual investments from initiation through to divestment, including acquisitions, joint ventures, property development, and capital expenditure projects. The position involves preparing investment proposals and plans, as well as monitoring performance throughout the life of each investment.
Responsibilities
- Contribute to the preparation of investment proposals and investment plans
- Advise on investment-related matters that impact the implementation of Uniestate
- Prepare and propose the application of financial modelling to proposed investments
- Support financial due diligence on proposed investments
- Monitor investment / asset-related financial reports
- Monitor and challenge capital project budgets and control reports
- Acquire and maintain expertise in Uniestate
- Maintain expertise in property development and related disciplines
- Identify own learning and development needs and ensure that they receive the required training, experience and learning to execute their roles effectively
- Ensure that changes to investment universe, criteria and policies, systems, processes and procedures are applied correctly
- Prepare initial investment screening reports, budget memos and requests for information when opportunities are received, for initial stop-go decision
- Prepare detailed investment scenarios for proposals, in coordination with Commercial, Development and Asset Management
- Coordinate the preparation of financial modelling tools and prepare financial models for investment proposals
- Develop recommendations for financing sources, structures and options
- Compile inputs from Commercial, Development and Asset Management into investment proposals for submission to CEO and Board of Directors
- Assess risks with reference to investment plans, targets and assumptions
- Contribute to the investment portfolio risk register by providing accurate, researched information on investment risk-related matters
- Define investment reporting requirements for individual investments, portfolio and development projects
- Monitor investment returns and related performance information
- Monitor development project reports to ensure that information for management decisions is accurate and timely
- Prepare reports on individual investments / projects and at portfolio level
- Use systems, applications and tools in the investment process
- Maintain and apply knowledge and understanding of legal, regulatory and internal compliance requirements
Requirements
- 5+ years of experience in investment or development field with at least 3 years of experience in analysis of investments and preparation of investment proposals
