The Role
The Business Analyst will play a key role in supporting investment decision-making and portfolio management activities across a diverse group of businesses and assets.
The successful candidate will be responsible for evaluating potential investment opportunities, developing financial models, conducting commercial and financial analysis, and preparing investment papers and recommendations for the Executive Committee and Board. Alongside investment-related work, the individual will also support the ongoing monitoring and performance analysis of existing portfolio businesses.
The role requires an individual who is comfortable analysing complex business situations, building robust financial models, engaging with senior management teams, and translating analysis into clear recommendations for decision-makers.
Key Responsibilities
* Build and maintain financial models to assess potential investment opportunities and strategic initiatives.
* Conduct commercial, operational, and financial due diligence on prospective investments.
* Prepare investment memoranda, board papers, and presentations for Executive Committee and Board review.
* Analyse financial, operational, and commercial performance across portfolio businesses.
* Develop reporting models, dashboards, and performance metrics.
* Support budgeting, forecasting, and business planning processes.
* Conduct market, industry, and competitor analysis.
* Assist with strategic reviews, acquisitions, disposals, and capital allocation decisions.
* Monitor key performance indicators and identify opportunities to improve business performance.
* Work closely with portfolio company management teams and senior stakeholders across the group.
* Support value creation initiatives and operational improvement projects where appropriate.
Candidate Profile
We are seeking individuals with strong analytical and commercial capabilities who enjoy evaluating businesses, assessing investment opportunities, and supporting strategic decision-making.
Likely backgrounds include:
* Investment Banking
* Private Equity
* Corporate Development
* Transaction Services
* Strategy Consulting
* Corporate Finance
* Investment Analysis
* Portfolio Management
Requirements
* Strong financial modelling skills with experience building integrated financial models.
* Experience evaluating investment opportunities, acquisitions, or strategic projects.
* Ability to prepare concise and well-structured investment papers for senior decision-makers.
* Strong commercial judgement and business analysis capability.
* Advanced Excel and PowerPoint skills.
* Excellent written and verbal communication skills.
* Ability to work independently while managing multiple priorities.
* Strong attention to detail and intellectual curiosity.