Junior Investment Analyst

at  Uncapped

ROLE OVERVIEW

We’re looking for a Junior Investment Analyst with a keem eye for detail to join our Investment team. This role will provide pre-investment analysis support to our Investment Team by ensuring that the data collected from our customers are well structured and standardised to enable effective review. It is a great opportunity for a recent finance or accounting graduate to learn how investment decisions are made in a fast-moving fintech business with a clear career path into an analyst role.

WHAT YOU WILL DO ✍️

• Providing pre-investment support to the Investment Team - this will involve reviewing data provided by customers and ensuring that they are complete and meet our minimum requirements.
• Transferring relevant information from financial statements or bank statements into investment models and sense-checking model outcomes
• Supporting the due diligence of integrity & accuracy of data provided by customers - liaising with account executives and customers to ensure that the information is gathered and fit for purpose
• Documenting discussions and key actions coming out of the Credit Committee
• Developing knowledge of Uncapped’s investment approach to different business segments
• Participating in ad-hoc project work to improve our investment capabilities
• Assisting in the preparation of due diligence reports, performing KYC and KYB checks to verify businesses and assisting in tracking due diligence timelines and deliverables