Senior Financial Analyst

Overview

About The Role

Responsibilities

• **Strategic Responsibilities**
• **Operational Responsibilities**
• **Market and Industry Analysis:**
• Work on gathering data, analyzing, and reporting on the state of existing investments and the total portfolio.
• Assist team members with investment analysis, including research on investment organizations, people, investment strategies, and geographical markets, as well as specific companies and portfolios of companies, industries, and investment structures.
• Make contributions to written investment analyses that demonstrate curiosity, rigor, thoroughness, and creativity.
• Supporting the operations of the endowment, including assisting with managing and organizing data and notes.
• Various other custom research and analytical projects focused on the overall Endowment portfolio, specific managers, and asset classes.
• Collaborate with the key constituents at University, including staff, faculty, and student groups.
• Provide meaningful, actionable analysis in support of investment decisions across a broad range of topics.
• **Due Diligence and Evaluation:**
• Prepare for and participate in due diligence meetings with current and prospective investment managers.
• Keep updated with all aspects of due diligence on new investments (business analysis, industry thesis, competitive landscape, business/pricing model, detailed financial analysis and financial modeling / deal structuring).
• Ensure compliance with regulations and reporting requirements.
• Coordinate the correction of account balances, resolve funding issues and maintains proper accounting controls and procedures.
• Develop all types of financial model including financial projections, valuations and other equity valuation models.
• Prepare feasibility studies for new projects / brands.
• **Portfolio Management:**
• Coordinate major financial reporting and budgeting activities.
• Assist in the preparation of monthly variance analysis of operating results and coordinates the preparation of monthly/quarterly financial forecasts.
• Read/review business plans and pitch decks.
• Consolidate and analyze financial data (budgets, income statement forecasts etc.) taking into account Institution’s goals and financial standing.
• Identify trends, advise and recommend actions to a senior financial analyst based on sound analysis.
• Conduct ad-hoc financial analysis as and when requested by the Management.
• Adhere to the University's information security and confidentiality policies and procedures, and report breaches or other security risks accordingly.
• Coordinate with other departments to facilitate the accomplishment of tasks and responsibilities, as and when needed.
• Demonstrate a strong commitment and practice to maintaining a safe and healthy work environment.
• Perform any other tasks assigned by the Line Manager.

Qualifications

• A bachelor's degree in business or finance, CFA or MBA/MSc is preferable.
• The FMVA (Financial Modeling and Valuation Analyst) certification, or an equivalent, would be valued.
• A minimum of 4 years of experience.
• Experience in investment banking, deal advisory within a Big 4 firm or well-reputed Consulting Firms is strongly appreciated.
• Pay range and compensation package
• Details regarding the pay range or salary or compensation will be provided during the interview process.

Equal Opportunity Statement