INVESTMENT ASSOCIATE

LOCATION Sandton
POSITION TYPE Permanent
CLOSING DATE 24 OCTOBER 2024

PURPOSE
To ensure the fund achieves its investment goals, customer service, business growth and client retention objectives in line with the mandate by sourcing deals and managing the entire process from origination through to disbursement.
QUALIFICATIONS

• Bachelor's degree with specialisation in Structured Finance and/or Business Finance
• CFA added advantage.
  EXPERIENCE
• Minimum of 3 years deal execution experience
• Strong deal making experience and ability to structure deals, financial modelling and negotiating skills.
• PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.
• Understand the company mandate and investment guidelines.
• Possess good analytical and modelling skills and be able to apply the company's financial modelling methodologies.
• In-depth experience in conducting quality due diligence exercises:
  o
  Accounting and/or auditing, law, tax;
  o
  Able to gather data from all relevant sources, including industry experts;
  o
  Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
  o
  Great writing skills;
  o
  Able to identify risks and recommend relevant risk mitigation measures;
  o
  Understand various investment instruments and able to structure deals and to apply them in relevant investment circumstances.
• Communication and presentation skills to present investment reports to various committees for approval.
  JOB DUTIES / RESPONSIBILITIES
  Deal execution:
• Ensure deal structuring and pricing in line with the Company's product criteria and mandate. Ensure accurate capturing of terms on the standard Company Template.

Desired Skills:

• deal execution experience
• bility to structure deals financial modelling and negotiating skills.
• CFA

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree