Investment Analyst – Unlisted Investments
We are the country’s oldest asset management service provider and began operations in the country in 1975. Bifm is a 74.9% owned subsidiary of Bifm Holdings and is 25.1% owned by a Citizen Employee Share Scheme for the benefit of its citizen employees. Bifm Holdings together with Botswana Life Insurance Limited (BLIL) are wholly-owned subsidiaries of Botswana Insurance Holdings Limited (BIHL), a company listed on the Botswana Stock Exchange (BSE).
Applications are invited from suitably qualified candidates for the position of Investment Analyst – Unlisted Investments.
Role Summary
Responsible for credit analysis and unlisted investment research as well as monitoring credit risk within client portfolios. The role includes contributing to and assisting the Portfolio Manager and Senior Analyst – Unlisted Investments in the management of the portfolio through executing general administration tasks and initiating ideas/projects.
Role Responsibilities
Research and analysis
- Conduct research on existing and potential credit counterparties to make recommendations for investments. The successful candidate will be expected to conduct research across various sectors to identify new trends, risks and opportunities and how they are likely to impact the businesses.
- Conduct meetings with company management/executives and closely monitor market developments to inform the investment process.
Credit Committee Submissions
- Prepare and present credit reviews and new credit applications to the credit committee
- Make recommendations to the committee on credit exposure limits.
Credit Management
- Assist with and carry out day to day operational tasks including but not limited to:
- a. Monitoring covenants and identifying breaches.
- Monitoring credit portfolio exposure limits to ensure compliance with approved limits
- Active monitoring of assets under the credit watch list and intensive care unit.
- Assist the Portfolio Manager and the Senior Investment Analyst with the general administration of the portfolio and ensuring that all pertinent matters are timeously attended to.
- Trade execution for the unlisted desk
Model maintenance
- Update unlisted portfolio models (Credit exposure model, covenant model, Local Property Fund model, Local Private Debt Fund model and Offshore Private Equity Model) and the credit watch list.
Qualifications & Role Specific Knowledge
- Minimum 1 year post qualification experience in financial services industry, preferably in investment management with a focus on alternative asset classes (credit management or property or private equity)
- Bachelor’s degree in finance, Accounting, Economics and related investment management disciplines.
- Holding or working towards professional certifications such as CFA, FRM, PRM, CAIA will be an added advantage.
Competencies
- Analyze and interpret financial data and have extensive knowledge of financial statement analysis.
- Work as an individual and as part of a team.
- Demonstrate sufficient knowledge of credit risk management of corporate debt/fixed income securities.
- Maintain good relations with various departments as well as external stakeholders.
- Write insightful and conscience reports and communicate ideas well.
- Demonstrate analytical and financial modeling skills.
Closing Date: 18 November 2025
