Investment Officer (21 views)

Role Summary

  • Coronation Insurance – an affiliated company to Coronation Group Ltd – is a leading insurance provider of a diverse range of products and services covering life, general and special risk businesses to individuals and corporate entities.
  • The role of Head of Investment at Coronation Insurance will be to lead the delivery of strategic treasury capabilities that allow the organization achieve optimal business outcomes.

Principal Duties & Responsibilities

  • Monitor business climate, trends in technology and development, and government activity in areas of the company’s current and anticipated investment or expansion
  • Perform, review, facilitate or negotiate deal sourcing, project assessment, financial modelling and evaluations, due diligence, investment structuring, legal framework and any other related activities throughout the end to end investment process. 
  • Make investment recommendations based on detailed company analysis covering corporate profile, products & services, cost drivers, financial ratios (including comparisons over time and comparisons with competitors
  • Research industries and companies and create detailed financial models to highlight relevant metrics to be used in the investment decision making process
  • Provide accounting reports for alternative investments such as private equity, private credit, infrastructure and private real estate, hedge funds etc.
  • Provide intelligent forecast of the future impacts of major developments within the industry
  • Review valuation for business and financial assets and develop risk management processes
  • Provide responses to investor information requests and compiling necessary due diligence materials
  • Perform calculations and modelling of the cost of capital and demonstrates a working knowledge of the regulatory framework in providing advice on the deal structure.
  • Manage the organization investment portfolio so that investment selections are aligned with organization or organization’s goals and requirements
  • Communicate and present outcomes from performance reports to management.
  • Analyze performance of portfolios; develop and present portfolio reports
  • Monitor industry trends and contribute to team strategy discussions on investment opportunities.

Key Requirements

Education and Work Experience

  • Bachelor’s degree in finance or related field 
  • Experience in the financial services sector is an added advantage
  • Minimum of 3-4 years’ experience in a similar position.
  • Knowledge of investment trends and advisor practices

Skills and Competencies

  • Very good knowledge of the Financial Services industry in terms of trends, challenges, opportunities, regulations, legislation etc.
  • Ability to gather and analyze information regarding assets, liabilities, cash flow, income, and/or obligations necessary to prepare a budget and investment plan.
  • Ability to synthesize and simplify complex data
  • Analytical skills and financial modelling ability.
  • Outstanding verbal and written communication skills
  • Knowledge of finance and capital markets
  • Proven MS Office skills, including Word, Excel, and Outlook.
  • Must be able to work in a team-oriented environment