Job description

Job Purpose: The Investment Senior Analyst contributes to the full investment lifecycle by supporting screening, feasibility assessments, financial modeling, due diligence coordination, and documentation preparation. The role plays a key part in translating strategic investment ideas into data-driven analyses and actionable insights. Working closely with Investment Associates and Managers, the Senior Analyst engages in early-stage evaluation, supports investment case development, and ensures timely and accurate inputs for stage-gate decisions. The Senior Analyst also contributes to post-investment performance tracking and reporting in collaboration with the Asset Management function.

Key Accountabilities:

Financial Modeling & Investment Analysis

• Conduct in-depth financial analysis of potential investment opportunities, including valuation, risk assessment, and financial performance trends.
• Analyze financial statements, market data, and economic conditions to assess the viability of investments.
• Develop and modify financial models to project investment returns and assess risk exposure.
• Assist in the preparation of investment proposals, reports, and presentations for senior management and stakeholders.

Market Research & Competitive Analysis

• Monitor industry trends, competitor activities, and economic developments relevant to OFC’s investment focus.
• Conduct sector research and provide insights into investment opportunities in the food, agribusiness, and related industries.
• Conduct deep-dive sector and company research, summarizing key findings for the investment team
• Benchmark regional and international transactions and maintain comparable deal databases.
• Identify commercial dynamics and market entry considerations across the food value chain.

Stage-Gate Preparation & Feasibility Support

• Prepare preliminary feasibility inputs, business case outlines, and valuation outputs
• • Support the preparation of documentation and financial analysis across all stage-gate checkpoints, from initial screening (SG-1) to feasibility and execution readiness (SG-3/SG-4)
• Assist in compiling key inputs for the Project Identification Note (PIN), investment summaries, and Final Investment Proposal (FIP), ensuring data consistency and alignment with investment guidelines.
• Validate assumptions using multiple sources, including market data, industry benchmarks, financial disclosures, and third-party research.

Due Diligence & Investment Execution

• Support investment due diligence by evaluating company financials, legal documentation, and operational risks.
• Assist in the assessment of investment funding strategies and financing options.
• Maintain due diligence trackers and data room organization for active transactions.
• Engage with internal and external stakeholders, including investment advisors, consultants, and government bodies, to gather insights and validate investment hypotheses

 Reporting & Documentation

• Prepare investment research reports, financial summaries, and risk assessments for internal decision-making.
• Ensure timely updates of investment performance tracking, industry reports, and financial models.
• Maintain high standards of data integrity and accuracy in all investment-related documentation.

Other Duties:

Undertake any additional responsibilities or strategic assignments as directed by management. 

Qualifications:

• Bachelor’s degree in finance, Economics, Business Administration, or a related field.
• MBA, CFA, or other relevant professional qualifications (preferred but not required).

Experience:

• 3+ years of experience in investment analysis, financial modeling, or market research.
• Exposure to private equity, investment banking, or corporate finance is an advantage.

Technical Competencies: 

• Investment Planning and Management
• Investment Performance Management
• Investment Risk Management
• Investment Feasibility / Due Diligence
• Investment Funding Strategy
• Business Case Development and Analysis
• Scenario Planning, Sensitivity Analysis and Assumption Testing.
• Financial Analysis and Modelling
• Market Research / Market Analysis / Market Intelligence
• Due Diligence Management

Leadership Competencies:

• Stakeholder Engagement
• Fostering Innovation
• Agility
• Analytical Thinking
• Fostering Communication
• Outcome Driven
• Operational Excellence
• Forward Thinking
• Critical Thinking
• Quality Focus
• Time Management
• Solidarity