Investment Analyst Intern Job Description
Position Title: Investment Analyst Intern
Department: Private Debt
Manager’s Title: Managing Partner
Supervisor’s Title: Investment Analyst
Role Responsibilities
As an Investment Analyst Intern, you’ll be required to deliver high caliber input and analysis at all stages of the
transaction/deal advisory process to assist the team to carry out its transaction’s strategy. The role provides a
clear career path.
❖ Deal screening: Work closely with senior team members in origination, including idea generation and
industry screening.
❖ Due diligence: Due diligence including preliminary fundamental investment analysis and valuation.
Assume responsibility/provide key inputs for various aspects of the investment process including
detailed quantitative and qualitative investment analysis, presentation and documentation, approval,
and closing.
❖ Relationship Management: Communicate extensively with team members as well as interact with legal
advisors, issuers, analysts, and other professional advisors.
❖ Monitoring: Portfolio monitoring and ongoing analysis.
Minimum Education
Completed or in final year of undergraduate degree with a strong business and/or mathematical component.
Behavioural Competencies
❖ Ready to learn and shows a progressive mindset from past corrections. Open minded and accepts
corrections, thus shows signs of self improvement as an individual.
❖ Communicates audibly, and coherently.
❖ Passionate about Investment industry seen through knowledge attained and improved since joining
the firm.
❖ People skills - shows empathy to others and humble.
❖ Professionalism - shows high ethical standards seen by everyday speech and behaviour.
Technical Competencies (listed in order of priority with the last two NOT mandatory but expected to show
progress during the internship period).
❖ Knowledge of investments and financial markets - Understands various asset classes in basic terms
and how private markets works. Able to distinguish between private and public instruments and
private and public markets.
❖ Research, investment analysis and evaluation skills – Demonstrates resilience and performs a detailed
analysis to bring out the key themes of a task.
❖ Organisational and analytical skills - Highly organized and plans themselves; accordingly, excellent
time management and prioritizing.
❖ Report writing and presentation skills - Notable note writing and presentation skills through simple
though not basic to clearly explain their views in a way an average person can understand and follow
their thought process.
❖ Financial modelling skills - Demonstrates clarity of thought regarding key business drivers of MFIs and
how to go about coming up with forecasted financials of MFIs.