Investment Associate

1 week ago

Johannesburg, Gauteng, South Africa National Empowerment Fund Full time
Job title : Investment AssociateJob Location : Gauteng, JohannesburgDeadline : March 27, 2025Quick Recommended Links
  • Jobs by Location
  • Job by industries

Job description

  • Source deals, assess their viability and prepare submission report to the credit committee, 
  • Prepare submission to relevant committee for Due Diligence approval, 
  • Compile a Due Diligence work plan, negotiate a lending project term sheet and structure the deal to meet the client requirements, all under the supervision of the Investment Principal, 
  • Post DD approval conduct technical research and provide input on the deal structure, 
  • Maintain responsibility of the transaction, preparation of project appraisal to risk, 
  • Leverage funding structure that suits the client and minimises the NEF exposure, 
  • Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval, 
  • Establish and manage relationships with clients, financial institutions, sector players and other counterparties for originating and sourcing of the deals, 
  • Product development: establish innovative structured finance solutions for clients, 
  • Analyse financial outcomes, define pricing strategy and development impact, 
  • Manage the funding process in conjunction with the legal and post investment department, 
  • Negotiate documentation or legal terms with all related internal and external stakeholders, 
  • Undertake the collection of project documents once the deal is approved by respective committees, 
  • Ensure the communication reaches the client once the deal is approved.

Minimum requirements

Qualification Requirements

  • B. Com Degree (Finance, Accounting, Agricultural Economics, Business Economics); 
  • Deal structuring and implementation; 
  •  Financial modelling and Business valuation methodologies.

Preferred

  • CA and/or MBA with agriculture/acquisition transaction background

Experience / Skills Required

  • Minimum of 5 years' experience in deal making environment,
  • Deal origination to source quality deals, 
  • Network building and use of professional relationship to yield a flow of quality leads, 
  • PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint, 
  • Understanding of NEF mandate and investment guidelines, 
  • Should possess good analytical and modelling skills and be able to apply NEF's financial modelling methodologies, 
  • Business development and marketing of Rural, Township and Community Development Fund products. 

Should possess amongst other the following skills in order to be able to conduct due diligence exercise: 

  • Accounting and/or auditing, law, tax; 
  • Should be able to gather data from all relevant sources, including industry experts; 
  • Be able to communicate at all levels and use interviews to gather data necessary in compiling investment reports; 
  • Have good writing skills; o Be able to identify risks and recommend relevant risk mitigants; 
  • Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances; 
  • Ability to negotiate terms and conditions of investment to minimize risk in each transaction; 
  • Communication and presentation skills to present investment reports to various committees for approval
  • Accounting / Financial Services  jobs

  • Investment Associate

    7 days ago

    Johannesburg, Gauteng, South Africa MSP Staffing LTD Full time

    A leading Investment firm is seeking a highly experienced and driven Investment Associate to join their dynamic team in Johannesburg. This role offers an exceptional opportunity to contribute to high-impact deals within the financial services industry, specializing in equity and mezzanine debt investing. The successful candidate will play a key role in...

  • Investment Associate

    2 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job & Company Description: A dynamic fund within the infrastructure sector.As a Investment Associate, you will be responsible for:Investment deals with appropriate risk allocation that matches the expected returnsEngaging, comprehensive reports:Investment PapersDue Diligence FindingsValuationsWhat do you need:5 to 7 years in Infrastructure FinanceHonours...

  • Investment Associate

    2 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    A dynamic fund within the infrastructure sector.As an Investment Associate, you will be responsible for the following:Investment deals with appropriate risk allocation that matches the expected returnsEngaging, comprehensive reports:Investment papersDue diligence findingsValuationsWhat Do You Need?:5 to 7 years in Infrastructure FinanceHonours Degree: BSc...

  • Investment Associate

    3 weeks ago

    Johannesburg, Gauteng, South Africa MSP Staffing LTD Full time

    Our client, a Private Equity firm based in Johannesburg, is currently seeking a strong Investment Associate to join their team Requirements · Minimum 5 years experience in a highly analytical role within leveraged finance, corporate finance, investment banking or private equity is a strong prerequisite. · Experience managing a team · MBA, CA(SA) or CFA...

  • Investment Associate

    1 week ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    A dynamic fund within the infrastructure sector. As an Investment Associate, you will be responsible for the following: Investment deals with appropriate risk allocation that matches the expected returns Engaging, comprehensive reports: Investment papers Due diligence findings Valuations What Do You Need?: 5 to 7 years in Infrastructure Finance Honours...

  • Investment Associate

    2 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job & Company Description: A dynamic fund within the infrastructure sector. As a Investment Associate, you will be responsible for: Investment deals with appropriate risk allocation that matches the expected returns Engaging, comprehensive reports: Investment Papers Due Diligence Findings Valuations What do you need: 5 to 7 years in Infrastructure Finance...

  • Investment Banking Support Associate

    6 days ago

    Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    We are looking for a talented Investment Banking Support Associate to join our Corporate and Investment Banking Operations team.As an Investment Banking Support Associate, you will play a critical role in supporting our business by processing transactions, implementing solutions, and providing exceptional customer service.You will have the opportunity to...

  • Investment Associate Director

    5 days ago

    Johannesburg, Gauteng, South Africa Edge Growth Full time

    Job OverviewWe are an equal opportunity employer committed to creating an inclusive environment for all employees. Our team is dedicated to shaping the future of Edge Growth, and we invite talented professionals to join us on this exciting journey.About the Role:We are seeking a seasoned Investment Associate Director to join our investment management team....

  • Senior Investment Associate

    3 weeks ago

    Johannesburg, Gauteng, South Africa MSP Staffing LTD Full time

    Are you passionate about financial markets and looking to take your career to the next level? Were working with a leading company that is looking for a skilled Senior Investment Associate to join their dynamic team. Requirements · A relevant tertiary qualification (e.g., BCom / Business Science / CA / Actuarial Science / BEng / CFA) with a strong academic...

  • Associate Principal

    7 days ago

    Johannesburg, Gauteng, South Africa Edge Growth Full time

    Key ResponsibilitiesAs a Senior Investment Associate, you will be responsible for:Delivering value-added assistance to portfolio companies, including strategy development, execution management, business building support, special projects to unlock value, and full PIM responsibility for the allocated investee/s portfolio management.Developing and delivering...

  • Alternative Investment Risk Expert

    7 days ago

    Johannesburg, Gauteng, South Africa Sanlam Limited Full time

    About the RoleWe are seeking an experienced Risk Manager to join our team at Sanlam Limited. The successful candidate will be responsible for managing the risks associated with Alternative Investments within the portfolios and funds managed by Sanlam Alternative Investments (SAI).Key ResponsibilitiesManage the risks associated with Alternative Investments...

  • Investment Risk Analyst

    7 days ago

    Johannesburg, Gauteng, South Africa Sanlam Limited Full time

    About UsSanlam Limited is a leading financial services group in Southern Africa, with a strong presence in the investment and insurance sectors. We have a rich history spanning over 100 years, and we have established ourselves as a trusted partner for individuals, businesses, and institutions seeking to manage risk and achieve their financial goals.Job...

  • Investment Portfolio Manager

    7 days ago

    Johannesburg, Gauteng, South Africa Edge Growth Full time

    Job OverviewCape Town / Johannesburg, South Africa | We are seeking a highly skilled investment professional to join our team of SME Development Solutionists.As an Associate Principal - Investment Management, you will play a critical role in managing and growing a portfolio of high growth, early-stage venture investments.You will be responsible for...

  • Senior Investment Associate

    7 days ago

    Johannesburg, Gauteng, South Africa Edge Growth Full time

    Business SkillsWe are looking for a highly skilled and experienced investment professional who can demonstrate:Strong problem-solving skills, with a strong undergraduate degree in a field such as Engineering, Actuarial Science, Statistics, Finance, Business Science, or BSC.Relevant experience in venture capital, private equity, or management consulting,...

  • Senior Investment and Finance Associate

    2 weeks ago

    Johannesburg, Gauteng, South Africa Strategic Personnel Full time

    Property Portfolio Structuring Investment StrategyAssist in the formulation of the reporting strategy for EPF/MPOF/SASAII/PFS/ANY OTHER AUMCAPEXProvide support for CAPEX projects in terms:FinancingFeasibility studies and financial modellingReview of Debt FinanceAssist in developing funding strategy, including mix of type of debt, choice of financiers and...

  • Investment Management Associate

    5 days ago

    Johannesburg, Gauteng, South Africa C40 Cities Full time

    Financial Services RoleThis role offers an exciting opportunity to join C40 Cities as a SAIPA Accountant in our Investment Management team. You will be responsible for financial reporting, accounting, VAT and Income Tax calculations, and year-end processes.Key ResponsibilitiesFinancial reporting and accountingVAT and Income Tax calculationsYear-end...

  • Investment Administration Specialist

    2 days ago

    Johannesburg, Gauteng, South Africa Secondments Full time

    Job OverviewTo ensure the successful delivery of a defined contribution product to members, we are seeking an experienced Investment Administration Specialist. The role involves conducting unitisation and cash flow management for client/member funds and preparing associated reports.Duties & ResponsibilitiesMonitor the cash flow of Client/Member Funds to...

  • E&S Associate

    2 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    A dynamic fund within the infrastructure sector.As an E&S Associate, you will be responsible for the following:Drive environmental and social integrity for the group of companiesEnvironmentally and socially integral investmentsGenerate engaging and comprehensive reportsWhat Do You Need?:2-4 years of ESG professional and technical experienceRelevant...

  • E&S Associate

    2 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job & Company Description: A dynamic fund within the infrastructure sector.As a E & S Associate , you will be responsible for:To drive environmental and social integrity for the group of companiesEnvironmentally and socially integral investmentsGenerate engaging and comprehensive reportsWhat do you need:2-4 years of ESG professional and technical...

  • Customer Service Associate

    19 hours ago

    Johannesburg, Gauteng, South Africa FNB Namibia Full time

    Role OverviewAshburton Investments is a leading asset manager seeking a skilled Customer Service Associate to join their team. In this role, you will be responsible for providing excellent service to clients, building and maintaining strong relationships with internal and external stakeholders.The ideal candidate will have at least 2-5 years' experience in...