Collecting, organizingand analyzing financial, market, research, economic, industry and other relevant data to be used in investment evaluations, performance appraisals, and project analysis, etc.
Provide initial evaluation on new investment opportunities (including Public and Private Equities, Real Estate, Hedge Funds, Fixed Income, Mutual Funds, and Structured Products);
Providing regular research on attractive regional and global stocks, developing stock screening and selection models to highlight attractive positions;
Following the shortlisted companies / stocks, conducting detailed fundamental and technical analysis, generate equity research report and provide initial recommendations (buy / hold / sell);
Conducting detailed strategic, performance, financial and structural due diligence on fund managers;
Preparing detailed evaluation reports / internal memos for investment approval;
Regular reviews with fund managers, and research analysts, portfolio management and rebalancing;
Periodic monitoring and reporting performance of existing portfolio investments;
Conducting and reporting various performance measures (risk and return), consolidating performance analysis manager wise, geography wise, strategy wise, and asset class wise, etc.
and conducting benchmarking analysis.
Liaison with fund manager, consultants, and other parties involved in the investment process;
Collecting, organizing and analyzing financial, market, research, economic, industry and other relevant data to be used in investment / project evaluations;
Providing initial evaluation on direct investment / M&A / Joint Ventures or franchise opportunities in line with the Group’s objectives and strategy;
Creating business plans and case presentations, working with consultants to develop detailed market / feasibility studies, etc.
Developing detailed and fully integrated financial and valuation models, conducting sensitivity / multiple scenario analysis and evaluating potential returns (IRR and NPV, etc.);
Reviewing and analyzing economic and industry research and analyzing potential implications to existing and target operating businesses;
Preparing detailed evaluation reports / internal memos / or presentations for internal approvals;
Monitoring financial and legal due diligence process and incorporating the findings into valuation model (adjustments);
Liaison with transaction consultants, lawyers and regulators.
Reviewing and executing legal and other transaction documents;
Generating periodic reports on existing portfolio companies’ / Business Units’ performance; this includes financial as well as operational performance analysis.
Minimum 3 to 4 years of experience into buy-side research / investment evaluation with a global asset management firm, multi asset Investment Company or a family office;
Strong research, analytical, due diligence and report writing skills;
At least Bachelors in Business / Finance / Economics, the ideal candidate should also be pursuing the CFA program
Job Location Beirut, Lebanon Company Industry Financial Services Company Type Employer (Private Sector) Job Role Finance and Investment Employment Type Full Time Employee Monthly Salary Range Unspecified Number of Vacancies 1
Career Level Mid Career Years of Experience Min : 3 Residence Location Lebanon Nationality Lebanon Degree Bachelor's degree / higher diploma
Business / Finance / Economics or any related field.
This job is posted in the following Specialties :
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