Investment Associate at Stratostaff

 Key Areas of Responsibilities:

• Deal Sourcing and Pipeline Development: Actively support the identification and development of a robust pipeline of investment opportunities. Conduct initial screening of potential deals to assess alignment with the firm’s investment strategy and criteria.
• Due Diligence and Analysis: Assist in performing preliminary due diligence, including financial, operational, and market analysis, to evaluate potential investments. Collaborate with external parties and consultants to ensure thorough confirmatory due diligence is completed.
• Financial Modelling and Valuation: Develop and maintain complex financial models to project company performance, assess valuation, and analyze potential investment returns. Perform risk analysis and capital allocation assessments to inform investment decisions.
• Investment Documentation and Reporting: Prepare detailed investment memoranda, including screening memos and investment proposals, for review by the Partners. Compile and refine data from portfolio companies to produce quarterly and annual performance reports.
• Portfolio Management and Value Addition: Work closely with portfolio companies in Kenya to identify and implement value creation initiatives. Monitor financial and operational performance, ensuring alignment with growth objectives and reporting metrics.
• Research and Market Analysis: Conduct ongoing research on macroeconomic trends, industry developments, and capital market conditions to inform investment strategy and risk management. Contribute to the development of market assumptions and risk assessments that guide portfolio management decisions.

KEY COMPETENCIES:

• Commercial Acumen
• Financial Analysis & Modelling
• Risk Assessment & Management
• Analytical Thinking
• Stakeholder Management
• Investment Research

Requirements

• Bachelor’s Degree in Finance, Economics, Business, or a related analytical discipline.
• Professional certifications such as CFA, ACCA, or CPA are required.
• A Master’s Degree in Finance, Business Administration, or a related field is an added advantage.
• A minimum of 3-5 years of experience in investment banking, private equity, or consulting/advisory roles.
• Proven experience in financial statement analysis, financial modeling, and valuation techniques.
• Proficiency in Advanced Excel and PowerPoint is essential.
• Experience in portfolio management and market research is an added advantage.