Job Description

As an Investment Analyst, you will have an opportunity to work in a small but experienced team, working alongside associates and partners as part of the wider deal team.

The role will include the monitoring and reporting on current portfolio investments as well as being involved in all aspects of the analysis of new investments.

The candidate will have the opportunity to learn from experienced deal team members while being able to grow with the business as it grows its managed funds.

• Portfolio Monitoring

• Collation of weekly / monthly financial, operational and ESG KPI information received from portfolio companies;
• Tracking performance against investment case forecasts and financial covenants;
• Producing and presenting monthly portfolio performance summaries to internal team;
• Producing and assisting in presenting quarterly performance summaries to fund Investment Committees;
• Assisting in production of quarterly valuations for portfolio companies;
• Liaising and interfacing with portfolio company management teams to understand changes and developments in performance and trends;
• Continuous assessment of portfolio companies for increased risk or opportunities for further investment.
• Pipeline management

• Logging and pre-screening pipeline transactions;
• Desktop assessment of pipeline opportunities for investment strategy fit;
• Production of initial deal forum paper for internal presentation.
• Transaction execution and support

• Leading key aspects of investment due diligence, including ESG assessment;
• Production of full financial models with scenario analysis;
• Production of Investment Committee papers and assistance in presentation to Investment Committee;
• Assisting in drafting of term sheets and coordination with legal advisors;
• Assisting in managing deal completion including delivery of conditions precedents to close.
• Market research

• Assisting in researching and documenting industry relevant thought leadership pieces
• Tracking, documenting and presenting macro-economic trends and regulatory changes relevant to the fund and underlying portfolio companies
• Team meetings

• Assisting in the production and presentation of Monday team meeting packs

• Numerical degree with a background in Finance/Accounting - B.Bus.Sci/B.Com (Hons) etc.
• CFA preferred (or part CFA)
• Minimum of 1 year banking / private credit / private equity / corporate finance experience
• Thorough financial analytical skillset with excellent financial modelling capability
• Excellent verbal and written communicator with an ability to clearly articulate reasoning
• Strong multi-tasking and time management skills,
• Critically, the candidate is required to be hard working, resilient with the ability to be a critical cog in a tight knit team operating in a high paced environment; and
• The role requires a candidate who is a self-starter with a high level of integrity.

Rory Mackie & Associates