Financial Planning and Analysis

• Execute investment strategies aligned with the Bank’s objectives and investment policy
• Perform deep-dive balance sheet, cash flow, and P&L analysis to assess investment opportunities and structuring options
• Author high-quality Investment Memoranda covering financials, markets, and competitive dynamics for senior committees
• Engage with investee companies, negotiate terms, structure deals, and manage post-investment relationships
• Collaborate with relationship managers and internal teams to ensure seamless deal progression
• Ensure regulatory adherence (particularly AML) and maintain disciplined risk assessments
• Monitor economic trends, industry developments, and trading updates to guide investment decision-making
• Evaluate complex financial statements and steer opportunities from origination through execution

Investment Manager

Financial Analyst – Capex Projects

Senior Strategic Finance Associate

Senior Finance Analyst