In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Building investment Memorandum: working with decision science and pricing team, converting the model building and analysis they are doing into a document that can be digested / presented to internal exco and the business' owners / investment committee forum
Financial Analysis: producing cash flow models and forecasting on the purchase of a portfolio or a company by data interrogation through Excel / SQL
Business Origination Activity / transaction lead: supporting new business making sure transactions are progressed through the deal cycle, from origination to execution, making sure the contracts are going back and forth
Qualified Accountant through pratice
Experience within M&A / Transaction Services
Applied investments knowledge (PV, IRR)
Cashflow modelling in any sector, ideally Financial services.
Strong commercial acumen and ability to present
Advanced excel skills (and SQL – nice to have)
Understanding of bespoke debt purchase business fundamentals (nice to have)