Finance Analyst
Providence Life
Total years of experience :13 years, 10 Months
Finance and Treasury functions
-Screening private equity opportunities and performing due diligence
-Preparation of investment return metrics and business valuations
-Post investment monitoring
-Biannual investment valuations and building and updating of valuation models
-Monitoring developments within the alternatibe investments market
-Generation of investment ideas for consideration by management
-Preparation of investment presentatioms for the investment committee
*Conduct needs analysis for high net worth clients(HNW) and prepare investment proposals and conduct presentations to prospective investors
•Offer investment advice to institutional and retail investors
•Provide technical support and training to financial advisers
•Manage sales and distribution of investment products
•Contribute to the development of new investment products
•Analysis of competitive investment offerings in the market
•Ensure regulatory compliance with respect to customer information (KYC)
•Developing investment products information packs
•Relationship management and stakeholder engagement
Bachelor of Commerce Honours Degree