Senior Investment Analyst

Bintangdelapan Group; Jakarta Pusat; On-site; IDR 700,000,000 - 1,100,000,000; Full time

Job summary

Bintangdelapan Group seeks a seasoned Investment professional to identify and evaluate opportunities across sectors, building robust financial models and leading end-to-end transaction execution. You will coordinate due diligence, prepare IC memos, and support negotiations while ensuring governance and reporting standards are met.

The role requires 4–6 years in similar fields, fluency in English and Bahasa Indonesia, and strong Excel/PowerPoint skills for board-ready materials.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Engineering, or related quantitative field.
• 4–6 years of relevant experience in Investment Banking (M&A/ECM), Private Equity, Venture Capital, Corporate Development, Transaction Advisory, Valuation, or Equity Research.
• Proven track record of involvement in at least 2 completed transactions with responsibility for modelling and documentation.
• Advanced expertise in financial modelling, business valuation, and investment analysis.
• Strong understanding of corporate finance, investment strategies, and due diligence.
• Excellent business writing, analytical, presentation, and reporting skills for IC or Board materials.
• Advanced Excel and PowerPoint proficiency.
• Full professional proficiency in Bahasa Indonesia and English, both written and spoken.
• Good understanding of Indonesian corporate, capital market, and tax regulations related to M&A and listed transactions.
• CFA Charterholder or CFA Level II candidate and above, CA/CPA, or MBA preferred.

Responsibilities

• Identify and evaluate investment opportunities across target sectors through market research and networks.
• Conduct preliminary investment assessments, including thesis, market attractiveness, valuation, and risks.
• Prepare screening reports and maintain a structured pipeline of opportunities.
• Develop and manage comprehensive financial models and conduct transaction execution across data collection, due diligence, and management meetings.
• Prepare investment proposals, IC memorandums, and board presentations with rationale and risks.
• Support negotiations, including term sheets and share agreements, and capital market transactions per regulations.
• Monitor portfolio performance via financial reports and KPI analysis; drive value opportunities.
• Collaborate with Finance, Legal, Tax, and portfolio management to support reporting and value creation.

Skills

Financial modelling

Investment analysis

Excel

PowerPoint

English proficiency

Bahasa Indonesia proficiency

Due diligence

Corporate finance understanding

Education

Bachelor's degree in Finance/Accounting/Economics/Engineering

Tools

Power BI

Python

SQL

Job description

Identify and evaluate investment opportunities across the Group's target sectors through market research, industry networks, financial advisers, and other relevant sources.

Conduct preliminary investment assessments, including investment thesis, market attractiveness, valuation, potential returns, and key risks.

Prepare investment screening reports with clear recommendations and maintain a structured pipeline of potential investment opportunities.

2. Transaction Execution (Investments & Divestments)

Develop and manage comprehensive financial models, including three-statement models, DCF, comparable company analysis, precedent transactions, and investment return analysis (IRR and MOIC).

Lead transaction execution processes, including data collection, management meetings, site visits, and coordination of financial, tax, legal, technical, and ESG due diligence.

Prepare investment proposals, Investment Committee (IC) memorandums, and presentations covering investment rationale, valuation, transaction structure, risks, and recommendations.

Support transaction negotiations and deal structuring, including term sheets, share purchase agreements, and shareholders' agreements.

Support capital market transactions, including IPO participation, rights issues, block trades, and partial divestments, in accordance with applicable OJK and IDX regulations.

Monitor the financial and operational performance of portfolio companies through financial reports, KPI analysis, and budget-versus-actual assessments.

Work with portfolio-company management to identify business improvement opportunities, enhance profitability, optimize working capital, and improve operational efficiency.

Evaluate capital expenditure (CAPEX), business expansion, and funding proposals based on investment returns and strategic objectives.

Prepare board materials and participate in portfolio-company management and board meetings as required.

4. Reporting & Governance

Prepare periodic investment and portfolio performance reports, valuation updates, and management presentations for senior management and the Board of Directors.

Support the preparation of annual reports, shareholder meeting materials, and other corporate investment documentation.

Ensure proper maintenance of investment records, financial models, transaction documents, and reporting in accordance with internal governance and audit requirements.

5. Team & Stakeholder Management

Provide guidance and review the work of junior analysts and interns to ensure the quality of financial analysis, modelling, and reporting.

Build and maintain relationships with external advisers, co-investors, lenders, and portfolio-company management.

Collaborate with internal departments, including Finance, Legal, and Tax, to support transaction execution, structuring, and investment reporting.

Qualifications

Required

Bachelor's degree (S1) in Finance, Accounting, Economics, Engineering, or other relevant quantitative disciplines from a reputable university.

Minimum 4–6 years of relevant experience in Investment Banking (M&A/ECM), Private Equity, Venture Capital, Corporate Development, Transaction Advisory, Valuation, or Equity Research.

Proven track record of involvement in at least 2 completed transactions, such as investments, divestments, IPOs, or capital raising, with direct responsibility for financial modelling and investment documentation.

Advanced expertise in financial modelling, business valuation, and investment analysis, with the ability to independently develop and present comprehensive financial models.

Strong understanding of corporate finance, investment strategies, transaction structuring, and due diligence processes.

Excellent business writing, analytical, presentation, and financial reporting skills, including experience preparing Investment Committee or Board-level materials.

Advanced proficiency in Microsoft Excel and PowerPoint.

Full professional proficiency in Bahasa Indonesia and English, both written and spoken.

Good understanding of Indonesian corporate, capital market, and tax regulations, particularly those related to M&A and listed-company transactions.

Preferred

CFA Charterholder or CFA Level II candidate and above, CA/CPA, or MBA from a recognized institution.

Experience in one or more of the following sectors: logistics and infrastructure, mining and natural resources, industrial manufacturing, technology/SaaS, consumer retail, hospitality, or real estate.

Experience in corporate restructuring, distressed investments, or debt-to-equity transactions.

Exposure to portfolio management, financial planning and analysis (FP&A), or business value-creation initiatives.

Proficiency in data analytics and automation tools such as Python, SQL, or Power BI.