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Investment Associate

SD Recruitment Ltd
Durban Durban eThekwini, South Africa
Closing date
Jun 18, 2024

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Job Role
Contract Type
Full Time
Reference: CPT002715-Yon-1A leading Funds-focused organisation is seeking an Investment Associate to join their growing Investments division reporting directly into the Regional Manager. The hiring team is seeking a candidate with excellent potential and qualifications that demonstrate a genuine interest in building their career centered around investments.
Duties & Responsibilities

Performing eligibility screening of new applications for funding in terms of company criteria and mandate.
Perform commercial screening of applications in terms of company commercial assessment, framework, and generate reports for assessed application, with recommendations on whether the applications should be accepted or rejected.
Prepare financial analysis as part of the commercial screening process of new applications.
Call applicants to request information and meet as well as advice applicants where applicable.
Perform desk top research using search engines such as Google, INet Bridge, etc. to obtain industry information required in the assessment of applications.
Identify risks on applications and make recommendations to Regional Manager in respect of way forward.
Build networks in Kwa-Zulu Natal and source good deal flow for the organisation.
Attend conferences and seminars that are part of the Pre-Investment Business Support.
Resolve complaints that cannot be resolved by Product Advisor and provide Pre-Investment mentorship to applicants where necessary.
Perform business valuations for applicants.
Conduct post investment due diligence and monitoring of all investments in the regional office portfolio.
Conduct due diligence on applications from existing investees for further funding and obtain approval from the relevant committees per the DOA.
Provide and facilitate technical assistance and mentorship to all investees in conjunction with the POIU
Conduct effective portfolio management to reduce the portfolio risk of the company in conjunction with the POIU.
Maintain CRM (Customer relationship management) with all existing investees

Experience / Skills Required

3 years' experience on 2 or more of the following areas: SME funding/deal making/ investment environment, business banking, venture capital environment and/or development finance
3 years' experience in managing an SME portfolio.
Good understanding of the investment process especially as it relates to SME funding.
Basic understanding of the various investment instruments and deal structures applicable to a SME portfolio.
Good working knowledge of key commercial statutes and regulations (e.g. Tax, Companies Act and BEE legislative environment).
Ability to perform desktop analysis and risk assessments on applications and put forward compelling written recommendations for consideration.
Ability to analyse and interpret financial statements.
Working experience in due diligence appraisals.
Ability to generate deal flow through own networks.


B Com Degree (Finance, Accounting, Financial Management, Management Accounting)
Postgraduate Commerce Degree will be a distinct advantage


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