Investment Analyst: Impact Fund

2 weeks ago


Cape Town, Western Cape, South Africa Old Mutual Alternative Investments Full time

Investment Analyst:
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Investment Analyst:

Impact Fund Apply remote type Hybrid locations Pinelands time type Full time posted on Posted Yesterday job requisition id JR-54359 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role is responsible for managing existing investments and supporting the investment professionals responsible for originating, implementing and managing investments in the Impact Investing space, and specifically in the field of housing and student accommodation.

If you seek to make a difference to development in South Africa through investment and enjoy working in a dynamic team this is the place to be.

Key Result Areas 1.

This job entails undertaking investment analyst functions of housing and financial investments from cradle to grave with the key objectives being to:

Deliver commercial returns for investors.
Deliver development impact that contributes to quality social infrastructure development in South Africa.2. Develop, analyse and stress financial models for projects and valuations in conjunction with the Investment Professional and JV partners, including tax considerations

  • Assist with the write up and presentation of investment proposals, having assessed investment attractiveness in comparison to other deals and market data.

Management of existing Impact Investing investments, which includes:

Performing the technical functions required to undertake financial modelling, review and management of monthly and quarterly management reports, and provide reports including assets reports, valuation reports, and investor reports.

Monitoring that the investments deliver on their legal obligations and business objectives and providing appropriate recommendations where required.
Performance analysis, monitoring and reporting.
Making investment recommendations to improve returns.
Analysing and recording the developmental impacts and social benefits because of the investments.
Risk management.5.Contribute as a member of the team to the management of the funds under management.

  • The post is Cape Town based, but work is national with travel essential.
Skills, Qualifications and Experience Required Undergraduate degree in the finance and commerce faculties.
CA (SA) – minimum 2 years post articlesPost-graduate qualification in financial, property or related field (e.g. CFA) would be advantageous.
Financial analysis skills are essentialMinimum 2 years' experience in the financial/investment sector.
Strong financial modelling skills and ability to build and stress modelsInvestment Analyst experience would be advantageous.
Key Attributes & Competencies Detail orientedStrong analytical skillsStrong MS Excel and Powerpoint skillsExcellent interpersonal skills and ability to build and maintain relationshipsTechnical knowledge, particularly financial modeling, valuations and asset report writingAbility to navigate legal and transaction documentsGood work ethicSelf-starter with high energy levelsInnovative and curious personalityImplementation follow throughTenacity and effective stress managementPassion/commitment for impact investmentsTeam playerSkills
Detail-Oriented, Financial Analysis, InvestmentsEducation
Chartered AccountantClosing Date

30 May 2024The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail.

Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story Similar Jobs (1)

Head:
Wealth Management & Investment Tax locations Pinelands time type Full time posted on Posted 10 Days Ago

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

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