Investment Executive

3 weeks ago


Cape Town, South Africa Communicate Recruitment Full time

The role will include but not be limited to the following key responsibilities:
  • Origination
    • Helping to review new investment opportunities
    • Preparing financial models and Investment Committee papers
  • Investor relations
    • Preparing investor update presentations
    • Circulating summarised management accounts information
    • Assisting with ad hoc investor requests
  • Portfolio companies
    • Reviewing and interrogating monthly financial statements and liaising with company CFOs / finance teams to track progress and address any matters arising
    • Help to implement and track KPIs within portfolio companies and identify areas for financial & operational improvement
    • Monitoring industry news and financial information on competitors / prospective acquisition targets
    • Assisting with ad hoc portfolio company projects and requests
  • Internal operations
    • Overseeing accounting function of the firm and the company accountants in preparation of financial statements, VAT returns and tax returns
    • Overseeing administration of investment structures and implementation of new structures for future transactions
  • Other examples (not exhaustive)
    • Assisting with AML / KYC requests
    • Reviewing / issuing NDAs
    • Reviewing engagement letters and other legal documents

Skills & Experience:
Excellent communication and interpersonal abilities
Proven financial analysis expertise
Proficient in delivering compelling presentations using Microsoft PowerPoint
Advanced modeling skills using Microsoft Excel
Effective multitasking for diverse tasks with competing deadlines

Qualification:
CA(SA) and CFA Charter Holder
Strong academic track record

Contact CORNE JONKER on

  • Cape Town, South Africa Milford Blake Executive Search Full time

    This role would be located in the Product Management team where you will be responsible for development and management of LISP product sets and help steer the overall product strategy.Reporting directly to the Executive Head of Product Management, the Product Manager will play a pivotal role in shaping the strategic direction of our client's financial...

  • Investment Executive

    3 weeks ago


    Cape Town, South Africa Adzuna ZA B C2 Full time

    The role will include but not be limited to the following key responsibilities:OriginationHelping to review new investment opportunitiesPreparing financial models and Investment Committee papersInvestor relationsPreparing investor update presentationsCirculating summarised management accounts informationAssisting with ad hoc investor requestsPortfolio...

  • Investment Executive

    3 weeks ago


    Cape Town, South Africa Communicate Recruitment Full time

    The role will include but not be limited to the following key responsibilities:Origination Helping to review new investment opportunities Preparing financial models and Investment Committee papers Investor relations Preparing investor update presentations Circulating summarised management accounts information Assisting with ad hoc investor requests ...

  • Investment Executive

    2 weeks ago


    Cape Town, South Africa Old Mutual Full time

    Description This role manages a range of real return, multi asset class strategies which are implemented on a multi manager basis. The solutions are offered in both the retail and institutional markets. The incumbent is accountable for achieving the results and the management of others. The role also serves as a key Exco member of the business and...

  • INVESTMENT ANALYST

    3 weeks ago


    Cape Town, South Africa Labournet Full time

    INVESTMENT ANALYST (Pre-Investment) – Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm (Infrastructure – Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals.One would describe you as being a...

  • INVESTMENT ANALYST

    3 weeks ago


    Cape Town, South Africa Labournet Full time

    INVESTMENT ANALYST (Pre-Investment) – Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm (Infrastructure – Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals.One would describe you as being a...

  • INVESTMENT ANALYST

    4 weeks ago


    Cape Town, South Africa HR Genie Full time

    INVESTMENT ANALYST (Pre-Investment) Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm (Infrastructure Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals.One would describe you as being a...

  • INVESTMENT ANALYST

    3 weeks ago


    Cape Town, South Africa HR Genie Full time

    INVESTMENT ANALYST (Pre-Investment) Century City, Cape Town Competitive Package on Offer based on Qualification and years of relevant experience! Our Client, a reputable Investment Firm (Infrastructure Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals. One would describe you as being a...


  • Cape Town, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Minimum Requirements**: Knowledge of local and international asset management landscape with thorough understanding of investment product range within the competitive market environment. Credibility with industry stakeholders and track record of ability to grow an asset management. capability and execute on this...

  • INVESTMENT ANALYST

    3 weeks ago


    Cape Town, South Africa Labournet Full time

    INVESTMENT ANALYST (Unlisted Equity) – Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm is currently seeking to appoint an Investment Analyst to join their dynamic team of professionals.The position has the potential to develop into an investment principal...

  • INVESTMENT ANALYST

    3 weeks ago


    Cape Town, South Africa Labournet Full time

    INVESTMENT ANALYST (Unlisted Equity) – Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm is currently seeking to appoint an Investment Analyst to join their dynamic team of professionals.The position has the potential to develop into an investment principal...

  • INVESTMENT ANALYST

    3 weeks ago


    Cape Town, South Africa HR Genie Full time

    INVESTMENT ANALYST (Unlisted Equity) Century City, Cape Town Competitive Package on Offer based on Qualification and years of relevant experience! Our Client, a reputable Investment Firm is currently seeking to appoint an Investment Analyst to join their dynamic team of professionals. The position has the potential to develop into an investment principal...

  • INVESTMENT ANALYST

    4 weeks ago


    Cape Town, South Africa HR Genie Full time

    INVESTMENT ANALYST (Unlisted Equity) Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience!Our Client, a reputable Investment Firm is currently seeking to appoint an Investment Analyst to join their dynamic team of professionals.The position has the potential to develop into an investment principal role...


  • Cape Town, South Africa SET Recruitment Consultants Full time

    **Investment Associate (French Speaking)** **R850k - R1m plus bonus** **Cape Town** Superb career opportunity with global impact investor in the financial services space for experienced Investment Associate to assist with transactions across the African continent. **Key performance areas** - Development and interpretation of project finance models,...


  • Cape Town, South Africa Communicate Recruitment Full time

    One of the leading financial services companies globally with the focus being funding small to medium enterprises is looking for an Area Manager-Property Investment based in their Cape Town office. **Qualifications**: - Completed B. Com Accounting Non-negotiable - 5 or more years of experience in Business Investment - Experience in Banking, Sales and...


  • Cape Town, South Africa Sanlam Full time

    Who are we? Sanlam Investments We offer a wide range of investment and financial planning solutions to protect and grow one’s long-term wealth.  Sanlam Investments is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger...


  • Cape Town, South Africa ClarkHouse Human Capital Full time

    Western Cape, CPT - CBD - (Market related) Are you looking for the next step in your career, and the opportunity to lead an experienced team of talented Sales Executives? My client is a global entity and employer of choice in the banking and wealth sectors and is looking for a passionate & dynamic **Regional Head of Sales** for their investments...

  • Area Manager

    7 days ago


    Cape Town, South Africa Zeal HR Full time

    An excellent opportunity has become available to join a leader in the Investment industry is looking for a Area Manager - Property Investment, based in West Coast, Cape Town. **Requirements**: - BCom degree in Accounting, Finance or other business-related field - A Property Investment-related degree will be advantageous - 4+ years of experience in property...


  • Cape Town, South Africa Morningstar Full time

    **About the Role** **Responsibilities**: - Support the management of the daily cash flow allocation processing, pre - and post - trade compliance, trade execution processing as well as cash and position reconciliation. - Support the management of maintaining model portfolios on the various platforms. - Support the implementation process for portfolio...


  • Cape Town, South Africa Parvana Strategic Sourcing Full time

    **Client Details**: Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services...