Senior Investment and Finance Associate

2 weeks ago

Johannesburg, Gauteng, South Africa Strategic Personnel Full time
Property Portfolio Structuring Investment Strategy
  • Assist in the formulation of the reporting strategy for EPF/MPOF/SASAII/PFS/ANY OTHER AUM
CAPEX
Provide support for CAPEX projects in terms:
  • Financing
  • Feasibility studies and financial modelling
  • Review of Debt Finance
  • Assist in developing funding strategy, including mix of type of debt, choice of financiers and hedging strategy.
  • Engage with Bank and Debt Capital Market (DCM) financiers to obtain and maintain funding for acquisition targets / projects.
  • Constantly analyse debt portfolio to ensure optimal funding is being achieved and line with investment strategy and debt guidelines, including:
  • Maintaining targeted mix between financiers and types of funding
  • Ensuring all funding remains within stipulated covenants.
  • Maintaining targeted expiry profile across all debt.
  • Ensuring optimal pricing is obtained across new and existing facilities.
  • Manage hedging positions entered into for investments.
Equity Financing
  • Assist in developing equity funding / raising strategy, including timing of capital raises.
  • Prepare capital drawdown schedules for property development projects.
  • On completion of the project, prepare final development cost reconciliations.
  • Assist in preparation of regulatory deliverables.
  • Assist in negotiating and concluding legal agreements related to new investments
Fund Forecasts
  • Earnings / Distribution Forecast
  • Liaise with departments to obtain actual and forecast financial figures for consolidation into Platform/Fund Forecast Model.
  • Incorporate debt & equity financing forecasts and acquisition forecasts into Fund Forecast Model.
  • Maintain and report on earnings / distribution forecasts against budgets
  • Review of portfolio/subsidiary management accounts.
Cashflow forecast and Capital Management
  • Prepare weekly & monthly and ad-hoc cash flow forecasts to ensure targeted liquidity levels are maintained, large cash flow risks are identified, and risks are timeously responded to.
  • Prepare capital calls to fund new project commitments and co-ordinate share certificates linked to the capital calls.
Capital use Recon/forecast
  • Liaise with Finance to prepare monthly capital use reconciliations, to track the utilisation of capital funds and monitor capital surplus/shortfalls.
Finance and Tax
  • Advise on accounting treatment for specialised transactions in line with IFRS compliance.
  • Review of monthly management accounts.
  • Review of monthly VAT Returns, as well as Income Tax Returns.
  • Ensure that all related Capital Gains taxes are calculated and paid upon asset realisation.
  • Ensure that all Dividends Withholdings taxes are calculated and paid where applicable for dividend payments to investors.
  • Co-ordinate auditors and audits for the respective funds.
  • Review financial statements and assist with the preparation thereof where required.
Reporting
  • Portfolio company performance monitoring.
  • Financial reporting to the Investment Committee, Board, and sub-committees of the board.
  • Prepare the Audit Committee pack.
  • Present the Audit Committee pack and keep track of deliverables.
  • Assist in preparation of the Board pack for various portfolios under management.
  • Oversee and engage with the external audit regarding the timelines and deliverables.
  • Set up and manage post-investment reporting strategy (regulatory, investor, ESG).
Portfolio management
  • Portfolio management and tax queries.
  • Financial modelling of investment opportunities (both existing investment or development opportunities).
  • Realisation of investments.
  • Dividend pay-outs management.
Skills & Knowledge Required:
  • Master level Microsoft Excel
  • Extensive knowledge of Financial Accounting.
  • Understanding of Economics (Micro and Macro).
  • Understanding of financial analysis.
  • Keeping abreast with industry specific news.
  • Knowledge of entry level tax.
  • Deadline driven and results-orientated.
  • Excellent stress management skills.
  • Excellent business acumen.
  • Excellent Management Accounting skills.
  • Exposure to Commercial Property management, Fund Management, accounting and related reporting will be advantageous.
Personal Attributes
  • Problem solving find solutions when emotions are involved.
  • Reality testing be objective; see things as they really are.
  • Impulse control resist or delay impulse to act.
  • Flexibility adapting emotions, thoughts and behaviors.
  • Stress tolerance coping with stressful situation.
  • Attention to detail focus on details, strive for perfection and be well organized.
  • Planning enjoy making detailed plans and long-terms plans.

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