Senior Investment Analyst at The Pharo Foundation

Duties and responsibilities

Investment analysis and financial modelling.

• With guidance from supervisor, build financial and project models to analyse investment requirements and investments returns from new business proposals under consideration.
• Support the financial analysis and forecasting of growth projections for existing enterprises.
• Through quantitative and qualitative impact data and financial analysis, identify the strengths and opportunities to improve overall performance of the companies.
• Perform extensive analytics on historical performance and develop forecasts on the short and long-term performance of the portfolio companies.
• Provide analytical data and input in the development of country strategies and investment plans.

Due diligence support and input into enterprise business plans.

• Contribute to the drafting of business plans, investment analysis documents and other material for review.
• Support the development of enterprise specific business plans prior to launch of the company operations and as required for company growth and expansion.
• Assist in the management of data, trends, insights and metrics for the business portfolio across the region.
• Carry out site visits to potential and existing business.
• Maintain a rolling database of potential business ventures for screening and analysis.

Financial and impact forecasting and reporting.

• Support all aspects of investment portfolio management, monitoring the social and financial performance of existing investments, reviewing management information and compliance with organization policy.
• Undertake social performance assessments of existing and prospective enterprises in the portfolio.
• Support the financial and social impact metrics reporting, for the portfolio.

Research

• Support in-depth and extensive market research and analysis for target countries and sectors of interest to Pharo Foundation.
• As needed, provide market research and analysis for existing businesses as they roll out growth strategies.
• Undertake targeted research and marketing efforts in order to support the development of a pipeline of new social investment business opportunities.

Qualifications and requirements

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, Law, Business Management or related fields is mandatory.
• At least 4 years’ experience in the private sector, working in investment analysis, accounting, corporate finance or project finance, with exposure to multiple sectors and countries in the larger east Africa region.
• Full finance professional qualification (CIMA, ACA, ACCA, CPA, CFA or equivalent).
• Advanced proficiency in Microsoft Excel (VLOOKUP, INDEX&MATCH, SUMIFS, PivotTables are daily bread formulas to you).
• Demonstrable experience in financial modelling and conducting complex financial analysis.
• Experience supporting the development and roll out of business plans is preferred.
• Solid ability and experience to conduct research and due diligence is required.
• Extensive experience with budget development, financial forecasting and analysis of impact metrics is required.
• Preferred candidate will be highly analytical, organised and a pragmatic professional who pays attention to details.
• Enthusiasm and commitment to working in a fast-paced, entrepreneurial environment.
• Willingness to travel and visit business locations across the region.
• Ability to organise, prioritise, and manage tasks and projects to complete work efficiently.
• Substantial experience in successfully delivering results in multi-country and multi-culture organisations, preferably in an international development and impact investing setting.
• Strong written and verbal communication and presentation skills across a range of audiences in a culturally and linguistically diverse environment where English is the working language.