PRIVATE MARKETS ANALYST at Eskom Pension and Provident Fund

1. Manage private market investments portfolio

Assist with the completion and presentation of research and recommendations to EPPFs internal investment committee

Monitor the performance of existing investments and identify potential areas of concern

Work with senior analysts to conduct special research on private market strategies and opportunities?

Prepare and present investment reports on new and existing portfolio investments for submission to the investment committee

Write memos that involve updates and/or recommendations

Contribute to the performance reporting process for assigned clients

Engage with industry stakeholders and institutional investors.

Conduct thorough due diligence on external investment managers and direct investment opportunities to help construct an investment portfolio in accordance with EPPF Private Equity Strategy and risk adjusted return objectives for the asset class.

Conduct thorough due diligences on direct, secondary and primary fund investments, ensuring thorough assessment and identification of risks in potential investments

2. Providefinancial evaluation of investment opportunities to the investment committee

Prepare historical financial statement analysis; forecasted financial ratio analysis as well as scenario testing analysis

Create and analyse complex financial models (including sensitivity analysis) to support potential investment opportunities

Review of monthly management accounts and annual forecasts submitted to the Portfolio Manager

Ensure thorough review that the implementation of agreed strategic vision with management is on track thereby increasing shareholder value.

Preparation of annual and ad-hoc valuation reports to be submitted

3. Meet target investment allocations and investment return objectives

Monitor existing Private Market portfolio, including frequent interaction with IMU Management teams in order to optimise returns.

Build robust financial models for portfolio performance measurement and monitoring to enable appropriate investment decisions.

Deploy funds into suitable investment vehicles in order to meet the targeted allocation to private markets.

Generate portfolio returns of relevant CPI % or other objectives as specified in the Fund’s Investment Policy Statement or investment mandate.

Regularly review and evaluate the financial valuations of the underlying portfolio.

Prepare and submit periodic reports to the SIC, in accordance with efficient portfolio monitoring and reporting requirements.

Review key Limited Partnership Agreements (LPA) terms and other Legal agreements

TECHNICAL COMPETENCY REQUIREMENTS

Knowledge of financial procedures and practices

Knowledge of financial reporting and Regulation 28 reporting

Knowledge of Investment Accounting, standards and procedures

Knowledge of Investment

In-depth knowledge of a wide variety of valuation methodologies

Excellent quantitative abilities.

Financial system knowledge

REQUIRED MINIMUM EDUCATION/TRAINING

BCom Degree / major in economics, business, or finance preferred

Studying towards CFA or CA(SA) will be advantageous

REQUIRED MINIMUM WORK EXPERIENCE

At least 4 to 5 years job-related experience

Sound understanding of economic and investment theory and practices

CLOSING DATE: 11 AUGUST 2023