Reference: JHB003983-CJ-1

Our client is looking for a Junior Investment Associate who will conduct in-depth quantitative and qualitative analyses, review a variety of equity and quasi-equity instruments for investment structuring, and perform financial analysis, research, and valuations of potential investment opportunities.Duties & ResponsibilitiesMain Responsibilities: Pre-Investment Analysis:

• Perform initial screenings and entrepreneurial assessments
• Evaluate the commercial viability of applications
• Conduct both fundamental and technical analyses to prepare investments for presentation to the Screening Investment Committee
• Ensure all documentation and stages of investment are properly completed
• Provide financial analysis, modelling, and investment structuring

Deal Analysis:

• Conduct comprehensive analyses of investment reports from the investments team
• Support the due diligence process by providing informed sector-specific insights
• Assist in the preparation, review, and continuous improvement of financial models and investment reports
• Utilize quantitative and qualitative analysis to support investment recommendations and strategic decisions

General Portfolio and Industry Analysis:

• Conduct industry research and maintain a knowledge centre for all research materials
• Provide insights into economic and sector trends, recommending potential sectors for investment
• Develop investment ideas using quantitative techniques
• Maintain up-to-date portfolio contribution data and support the team in executing the investment strategy in line with fund mandates
• Support the evaluation of fund/investment performance through regular reviews
• Share knowledge with the team and stakeholders through formal and informal interactions
• Assist in marketing the fund's mandate and investment strategy
• Contribute to the company's reputation and market presence through various initiatives, including representing the company in various forums

Knowledge and Skills Required: Formal Education:

• B.Com with majors in Accounting, Economics, or Finance
• A tertiary qualification in quantitative analysis or finance
• CFA designation or other postgraduate studies will be an advantage

Knowledge:

• Strong research, financial modelling, business writing, and presentation skills
• Expertise in financial statement analysis and a solid understanding of good accounting practices
• Knowledge of valuation methodologies and financial statement analysis
• Familiarity with various types of agreements and contracts
• Strong quantitative analysis skills
• Knowledge of key commercial statutes and regulations (e.g., Tax, Companies Act) will be an advantage
• Understanding the SME investment sector will be beneficial

Experience:

• At least 3 years of relevant experience in investments
• Experience in building financial models is advantageous
• Previous experience in a similar role is beneficial
• Proficiency in Excel, Word, and PowerPoint