Senior Investment Associate

2 weeks ago

Johannesburg, South Africa Affirmative Portfolios Full time

**Finance**
**JHB North**
***:
**SENIOR INVESTMENT ASSOCIATE**

**JOHANNESBURG NORTH**

**PERMANENT**

**SALARY - MARKET RELATED**

**JOB OUTLINE**

Reports to the Fund Manager

**Overview**:
To manage team in terms of deal implementation to ensure targets are met and to provide support for complex transactions

**Key Responsibilities**:
**Deal execution**
- Ensure optimal deal structuring and pricing in line with product criteria and mandate.
- Ensure accurate capturing of terms on the standard Template.
- Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those raised by FMD committee) as well as mitigating factors.
- Develop financial model on due diligence outcomes
- Evaluate and participate in negotiating favourable investment terms for the
- Structure and participate in negotiating and finalising agreements- Ensure shareholders / investment agreements are reviewed for input by legal.
- Prepare and present investment report to FMD and investment committees within pre-agreed timelines.
- Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission to Fund Manager and/or external circulation
- Ensure that all disbursement files are reviewed for completeness prior to release to Fund Manager.
- Work with the Investment Principal, Fund Manager and the rest of iMbewu leadership to ensure high quality transactions and superior client service.
- Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to disbursement
- Assist with post-investment matters resolution where necessary
- Assist team with interpretation of milestones

**Stakeholder management**
- Business development and marketing iMbewu products.
- Deal origination to source quality deals.
- Network building and use of professional relationships to yield a flow of quality leads.

**Qualifications**:

- BCom degree in Finance/ Accounting
- Post Grad added advantage

**Experience and Skills Required**:

- 5 years’ experience in the corporate finance/ Banking/ DFI environment
- 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’s mandate and investment guidelines.
- Able to conduct quality due diligence exercises.
- Accounting and/or auditing, law, tax.
- Able to gather data from all relevant sources, including industry experts.
- Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports.
- Great writing skills.
- Able to identify risks and recommend relevant risk mitigation measures.
- Communication and presentation skills to present investment reports to various committees for approval.

**Attributes**:
**Cognitive competencies**:
**Analysis and Attention to Detail**

**Focus & Sustained Attention**

**Judgement and Decision Making**

**Problem Solving & Learning Agility**

**Tolerance of Ambiguity**

**Intrapersonal competencies**:

- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self
- Management
- Objectivity

**Interpersonal competencies**:

- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork

**Communication competencies**:

- Conflict Management
- Influencing & Impact (incl. Negotiation)
- Presentation and Facilitation
- Verbal and Written Communication
- Persuasiveness / Selling Skills

**Functional competencies**:

- Anticipating and Managing Change
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Consulting / Advising
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence
- Programme & Project Management

  • Senior Investment Associate

    7 days ago

    Johannesburg, South Africa Edge Growth Full time

    Senior Investment Associates are involved in all elements of Deal Making, supporting Principals throughout the end-to-end transaction cycle. Significant activities include sourcing and evaluating investment opportunities, managing a workstream within the due diligence process and occasionally working alongside the Post Investment Management (PIM) and Growth...

  • Senior Investment Associate

    2 weeks ago

    Johannesburg, South Africa Six Sense Full time

    Gauteng, JHB - Northern Suburbs - Annually Cost To Company (Market related) A well-established financial services business is seeking to appoint a Senior Investment Associate **Qualifications**: - BCom degree in Finance/ Accounting - Post Grad added advantage **Experience**: - 5 years similar experience in private equity/project finance/structured...

  • Senior Investment Associate

    2 weeks ago

    Johannesburg, South Africa Allan and Gill Gray Philanthropy Full time

    **Purpose of Role**: E Squared Investments is seeking a highly motivated and analytical Senior Investment Associate to join our dynamic team. In this role, you will play a critical role in supporting the Head of Investments and contributing to the success of our core investment programs across the entire spectrum, from pre-seed ventures to Series C+...

  • Investment Associate

    2 weeks 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, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Asset Management Jobs in Johannesburg- Salary- R800k - R900k- Job Type- Permanent- Education- CA (SA)/CFA- Experience- 2-3 years- Reference- 251121FJEAM01- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847Boutique Equity firm in Johannesburg is looking for an Investment Associate with a CA (SA) qualification. CFA...

  • Senior Investment Associate

    1 week ago

    Johannesburg, South Africa Edge Growth Full time

    **Job purpose**: **Core activities** **Deal origination** - Build and maintain a network of deal sources within the early-stage investment ecosystem that regularly introduce high quality opportunities into the fund’s pipeline. **Deal evaluation** **Project management** - Executing all of the above within a strongly project managed work process is...

  • Senior Investment Associate

    3 weeks ago

    Johannesburg, South Africa Edge Growth Full time

    **Job purpose**: **Reports to**:Investment Head **Reportees (position)**:N/A **Core activities**: **Deal origination** - Build and maintain a network of deal sources within the early stage investment ecosystem that regularly introduce high quality opportunities into the fund’s pipeline. **Deal evaluation** **Project management** - Executing all of the...

  • Investment Associate

    3 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 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

    5 days 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 days 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.Valuations.What Do You Need?5 to 7 years in Infrastructure Finance.Honours Degree: BSc Actuarial Science / BSc Engineering / BCom Finance, LLB or...

  • 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 returns Engaging, comprehensive reports: Investment papers Due diligence findings Valuations What Do You Need?: 5 to 7 years in Infrastructure Finance Honours...

  • Associate Investment Officer

    3 weeks ago

    Johannesburg, South Africa International Finance Corporation Full time

    **Associate Investment Officer** Job #: req31198 Organization: IFC Sector: Investment Grade: GF Term Duration: 3 years 0 months Recruitment Type: Local Recruitment **Location**: Johannesburg,South Africa Required Language(s): English Preferred Language(s): Closing Date: 1/28/2025 (MM/DD/YYYY) at 11:59pm UTC Description The Manufacturing, Agribusiness and...

  • Investment Associate

    2 weeks ago

    Johannesburg, South Africa Six Sense Full time

    A well-established financial services business is seeking to appoint an Investment Associate 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**: - B. Com...

  • Investment Associate

    3 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...

  • Senior Associate

    2 weeks ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    Bespoke private equity firm is looking for a Senior Associate to join a large fund. Get in touch to find out more detail. **Requirements**: - Must be a CA (SA)/CFA Charterholder or have a MBA/BEng - Minimum of 4 - 6 years’ experience in investments and private equity - EE/AA

  • Senior Associate

    2 weeks ago

    Johannesburg, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Johannesburg- Salary- R1.3mil - R900k- Job Type- Permanent- Education- CA (SA)/CFA Charterholder or MBA/BEng- Experience- 4 - 6 years’ experience in investments and private equity- Reference- 010922FJSAE05- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847Bespoke private equity firm is looking for a Senior Associate...

  • Associate /senior Associate Corporate Finance

    3 weeks ago

    Johannesburg, South Africa People Source Full time

    Associate /Senior Associate Corporate finance R900 000 to R1 300 000 plus lucrative bonuses. Superb opportunity for a CA (SA) or B Com Honours working towards a CFA with 3 to 5 years of Corporate Finance/ M&A exposure from a boutique, Transaction Advisory team, internal M&A team in a Corporate or an Investment bank seeking to join this very successful...

  • Senior Investment Associate

    2 weeks ago

    Johannesburg, South Africa The Talent Hive Full time

    Evaluate investment proposals against investment criteria, client mandates and in terms of valuations, risks to cash flow and commercial viability. - Perform financial due diligence and analysis on prospective projects/deals, prepare report to inform investment decisions. - Create financial models that enhance return on investment of projects and financial...

  • Investment Principal

    1 week ago

    Johannesburg, South Africa Edge Growth Full time

    **Job purpose** **Reports to**:Chief Investment Officer **Reportees (position)**: Senior investment Associates or Associate Principals **Core activities** **Deal origination** - Build and maintain a network of deal sources within the early-stage investment ecosystem that regularly introduce high quality opportunities into the fund’s pipeline. **Deal...