Investment Analyst - Cape Town

Climate Fund Managers (CFM) is an investment manager proudly contributing towards mitigating and building resilience to climate change in areas most affected. We use blended finance structuring to attract public and private capital to invest in high-impact sectors in emerging economies. We believe in a world where sustainable investing and profitability are not mutually exclusive.

We provide financing solutions for infrastructure developers in the renewable energy, water sanitation and ocean sectors, and our fund structures provide investments across the entire project lifecycle (development, construction, and operational stages).

Our long-term vision is to raise, deploy and manage funds for climate change mitigation and adaptation that will deliver a transformative role in the renewable energy, water & oceans, sanitation, landscapes, and sustainable cities sectors.

Duties and Responsibilities

• Implement and maintain the documentation management system, including all relevant due diligence and project content
• Implement processes associated with compliance, governance and internal approvals such as KYC and anti-money laundering checks
• Conduct due diligence on potential investments
• Perform financial due diligence and analysis on prospective projects
• Support investment team across all facets of deal activity and process life cycles
• Financial analysis of potential financing structures
• Preparation of reports and information memoranda and prospectus presentation to current and potential investors on specific investments
• Evaluating prospective projects based on the fund’s investment policy and mandate
• Prepare and maintain project finance-based financial models for investments including return analysis, investment value drivers, sensitivity analyses, and refinancing and exit scenarios
• Financial analysis of potential financing and investment structures
• Liaising with fund managers, company managers, external legal, financial, tax and technical advisors to execute and/or monitor an investment
• Conducting market research on the industry and gather market intelligence to support investment strategies and or assessment of investment opportunities
• Drafting MOUs, joint development agreements and investment term sheets.
• Preparation of investment proposals for the investment committee
• Liaising with fund managers, company managers, external legal, financial, tax and technical advisors to execute and/or monitor an investment
• Conducting market research on the industry and gather market intelligence to support investment strategies and or assessment of investment opportunities
• Manage processes associated with compliance, governance and internal approvals in compliance with relevant regulations.
• Any other ad-hoc duties as may be assigned

Qualifications

• Must possess a Bachelors Degree in business or commerce, finance
• Post Graduate degree preferred

Technical Skills

• Experience in Private Equity, Investment Banking or M&A advisory
• Advanced excel skills
• Advanced financial modelling skills
• Project Finance skills
• Infrastructure experience
• Excellent knowledge of financial markets and instruments
• Good working knowledge of key commercial statutes and regulations
• Ability to work independently as well as in a team
• 2-3 years’ experience in relevant field

Behavioural Competencies

• Devotion to quality
• Performing under pressure
• Results oriented
• Organisational sensitivity
• Commercial drive
• Service oriented
• Analysing and forming opinions
• Market orientation