Conduct indepth financial, operational, and market analysis across listed equities, fixed income, and alternative assets (real estate, agriculture, mining, hospitality, infrastructure).
Support the Fund Manager in monitoring portfolio companies, evaluating performance, identifying risks, and recommending valuecreation initiatives.
Build and maintain financial models, valuation analyses, and scenario assessments to support investment decisions.
Assist in constructing and rebalancing client portfolios based on market conditions, economic trends, and risk profiles.
Prepare investment policy statements, portfolio proposals, and strategic investment recommendations.
Produce highquality research on companies, sectors, macroeconomic trends, and global market developments.
Maintain active engagement with sellside analysts, brokers, and research houses to gather insights, validate assumptions, and stay ahead of market movements.
Track news, corporate actions, regulatory changes, and industry developments that may impact portfolio performance.
Liaise with portfolio company management teams, board members, bankers, brokers, and other stakeholders to gather information and support strategic initiatives.
Assist in evaluating restructuring opportunities, operational improvements, cost optimization strategies, and turnaround plans.
Support due diligence processes for potential investments, divestitures, joint ventures, and M&A activities.
Prepare clear, concise reports, presentations, and dashboards for the Fund Manager, senior leadership, and clients.
Ensure adherence to operational risk, regulatory compliance, AML/ATF, and conduct risk frameworks.
Maintain accurate documentation, research archives, and investment records.
Assist in maintaining client relationships by providing market updates, portfolio insights, and performance commentary.
Support the Fund Manager in client meetings, presentations, and strategic discussions.
Contribute to internal strategy development, product innovation, and investment committee materials.

Requirements

Bachelor’s degree in Finance, Banking, Economics, Actuarial Science, Financial Engineering, or related field; Master’s degree preferred.
3-6 years of experience in investment analysis, asset management, private equity, corporate finance, or investment banking.
Strong understanding of financial modelling, valuation techniques, and investment research methodologies.
Experience engaging sellside analysts, brokers, and market participants is highly desirable.
Familiarity with both Zimbabwean and international capital markets is an advantage.
Professional certifications (CFA, CAIA, CIPM, CA) are a plus.
Exceptional analytical, communication, and presentation skills.
Proficiency in Microsoft Office Suite and financial analysis tools.

Habilidades requeridas

Financial modelling and valuation analysesFinancial statement and operational analysisMarket analysis across equities, fixed income, and alternative assetsInvestment research (company, sector, macroeconomic)Scenario analysis and stress testingPortfolio construction, monitoring and rebalancingDue diligence for investments, divestitures, joint ventures and M&AStakeholder engagement with management, boards, bankers, brokers and sell‑side analystsRisk and regulatory compliance (operational risk, AML/ATF, conduct risk)Restructuring, turnaround assessment and cost optimisation analysisPreparation of investment policy statements, reports, presentations and dashboardsClient relationship management and client communicationsDocumentation, research archiving and investment recordkeeping

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