Investment Analyst Manager
CVC was an ASX listed investment group with a diverse portfolio across private equity, property, smaller listed, pre-IPO and managed funds. Between 2002 and 2019, CVC quadrupled its assets, team and market capitalisation, whilst returning a compound 15% pa to shareholders.Dedicated Investment Analyst Manager role created to keep and increase trusted, in-house, commercial financial expertise and advanced financial analysis and modelling proficiency with the investment team. Contributed substantially to almost all major successful investments made, and also helped save the Group and KMPs from many opportunities for investment embarrassment.Provided high level initial financial analytical review and critical and contrarian appraisal proficiency to: - screen potential investees to efficiently identify opportunities and eliminate traps; and - allow ongoing scrutiny and early warning on investee performance.Provided a quantum leap in the Group’s ability to interrogate externally provided financial information and create own advanced financial modelling. Ensured all major and complex proposals were subjected to rigorous financial analysis and scrutiny, such that the business model and investment proposition, and the key drivers, risks and sensitivities, were properly understood and found robust, prior to any investment.Improved the transaction execution capabilities of the Group through expertise to:- identify the key commercial, financial and legal matters for negotiations and due diligence;- manage external advisers and conduct more work in-house; and - progress matters to completion calmly, collaboratively and proactively.Created an expert resource to actively engage with investees to enhance shareholder value:- to support them with professional advice and assistance, including for: strategy, reporting, budgeting, capital raising, debt finance, IPO preparation, and tax matters; or - to challenge them where strategy appears flawed and drive changes.