DUTIES AND RESPONSIBILITIES

Investment Analysis & Portfolio Management

Conduct detailed investment analysis, feasibility studies, and due diligence on potential investment opportunities.

Prepare financial models, valuations, and forecasts to assess risk-return profiles and strategic alignment.

Develop investment strategies that align with corporate goals and market trends.

Monitor performance of ongoing investments and recommend corrective actions as needed.

Prepare periodic investment reports and dashboards for management and board review.

 Financing Strategy & Capital Sourcing

Evaluate, structure, and negotiate various financing instruments including debt, equity, asset-backed financing, and trade finance.

Maintain relationships with financial institutions, investors, and development finance partners.

Analyze and maintain the company’s capital structure to ensure optimal cost of capital and leverage ratios.

Support the CFO in developing strategies for working capital optimization, debt servicing, and liquidity management.

Oversee loan covenants, credit agreements, and ensure compliance with financial terms and conditions.

Financial Planning & Analysis

Work closely with FP&A to develop and update long-term financial models and rolling forecasts.

Participate in annual budgeting processes with a focus on funding availability and investment priorities.

Analyze historical and projected financial data to identify trends and guide strategic decisions.

Risk Assessment & Financial Compliance

Identify and assess financial and investment risks and recommend mitigation strategies.

Ensure all investment and financing activities comply with internal policies, financial regulations, and audit requirements.

Maintain and update documentation related to investment approvals, financing terms, and related agreements.

AI-Driven Financial Innovation

Leverage AI and machine learning tools for financial forecasting, market trend analysis, and investment screening.

Lead integration of intelligent automation in investment tracking, reporting, and risk analytics.

Evaluate fintech platforms that enhance investment decision-making and funding operations.

Stay current with global innovations in financial technology and recommend suitable implementations.

Stakeholder Engagement & Reporting

Liaise with internal departments to align financing and investment decisions with operational priorities.

Prepare high-quality financial presentations, investment memoranda, and board-level reports.

Act as a key resource during audits, due diligence, and investor discussions.

KEY REQUIREMENT SKILLS AND QUALIFICATION

Bachelor’s degree in Finance, Economics, Accounting, or a related discipline from a recognized university.

Additional professional certification in CIFA or CFA (at least Level I) is required.

Minimum of 5 years of relevant experience in investment management, financial planning, or corporate finance.

Demonstrated experience raising funds, evaluating large-scale investments, or managing a corporate portfolio.

Experience working within or supporting capital-intensive sectors such as manufacturing, infrastructure, or energy is highly preferred.