The Investment Analyst Management Trainee will be responsible for supporting the investment team in conducting market analysis, developing strategic investment plans, evaluating potential investments, and providing recommendations. The trainee will also compile reports and contribute to overall operational performance management to ensure alignment with corporate goals. Key responsibilities include:

• Conducting comprehensive market analysis to identify trends and opportunities.
• Developing and implementing strategic investment plans under supervision.
• Evaluating potential investments and providing recommendations with guidance.
• Monitoring global and regional economic trends, geopolitical factors, and market developments to refine the investment strategy.
• Monitoring and reporting on the performance of investments and investment portfolios.
• Conducting regular portfolio reviews and recommending adjustments.
• Developing financial models and forecasts.
• Providing strategic guidance on portfolio diversification.
• Ensuring diversification of investments across industries, geographies, and asset classes to mitigate risks.
• Developing and implementing comprehensive risk assessment frameworks to minimize potential losses and protect the corporation’s assets.
• Collaborating with the risk management team to maintain regulatory compliance and safeguard against emerging risks.
• Identifying and developing new business opportunities.
• Establishing and maintaining strategic partnerships.
• Developing and implementing business development strategies.
• Collaborating with other departments to align business development efforts with corporate goals.
• Providing regular updates on business development activities to the executive team.
• Compiling and presenting detailed reports on investment performance, risk management, and operational performance.
• Ensuring timely and accurate reporting to the Chief Investment Officer and other stakeholders.
• Overseeing overall operational performance management to ensure alignment with corporate goals.
• Handling business document review and preparation.
• Conducting valuation analysis and developing exit plans as required.

The TOR outlines the scope of work, key performance indicators (KPIs), and expected outcomes for the Investment Analyst Management Trainee role. Key areas include:

• Investment Performance: Achieving portfolio ROI above benchmark (e.g., S&P 500) and maintaining risk-adjusted returns (Sharpe Ratio > 1).
• Debt Management: Ensuring sustainable debt levels with a debt-to-equity ratio and interest coverage ratio > 3.
• Investor Relations: Achieving an 80%+ success rate in investment acquisition and raising $2M with > 90% retention.
• Portfolio Oversight: Significant positive impact on portfolio performance.
• Risk Management: Minimizing portfolio volatility and successfully implementing risk mitigation strategies.
• Stakeholder Management: Achieving 85%+ stakeholder satisfaction and reducing debt in subsidiaries by 15% in one year.
• Strategic Alignment: Ensuring > 90% alignment with corporate goals.
• Business Document Review and Preparation: Ensuring accuracy and completeness of business documents.
• Valuation Analysis and Exit Plans: Conducting thorough valuation analysis and developing exit plans as required.

Key Performance Indicators (KPIs):

1. Investment Performance:
   • Achieving portfolio ROI above benchmark (e.g., S&P 500).
   • Maintaining risk-adjusted returns (Sharpe Ratio > 1).
2. Debt Management:
   • Ensuring sustainable debt levels with a debt-to-equity ratio and interest coverage ratio > 3.
3. Investor Relations:
   • Achieving an 80%+ success rate in investment acquisition.
   • Raising $2M with > 90% retention.
4. Portfolio Oversight:
   • Significant positive impact on portfolio performance.
5. Risk Management:
   • Minimizing portfolio volatility.
   • Successfully implementing risk mitigation strategies.
6. Stakeholder Management:
   • Achieving 85%+ stakeholder satisfaction.
   • Reducing debt in subsidiaries by 15% in one year.
7. Strategic Alignment:
   • Ensuring > 90% alignment with corporate goals.
8. Business Document Review and Preparation:
   • Ensuring accuracy and completeness of business documents.
9. Valuation Analysis and Exit Plans:
   • Conducting thorough valuation analysis.
   • Developing exit plans as required.

Qualifications & Experience

• 2 years’ experience in Investment analysis, Financial Modeling, Business development, Report writing and preparation. Or any similar roles

How To Apply

Interested and Qualified applicants can apply through jobs@ease-int.com