Senior Investment Associate

5 months ago


Johannesburg, South Africa Affirmative Portfolios Full time

Finance/Accounting
JHB North, Johannesburg - Gauteng

Senior Investment Associate

Johannesburg North

Reports to the Fund Manager

**Responsibilities**:
Business Development / Transaction Origination

Pro-actively develop business development strategies and pursue new business development through excellent understanding of market and stakeholder networks.

Identifies lucrative market opportunities through an excellent understanding and interpretation of sector analyses, including market structure, supply and demand aspects, competitor environment, and gap analysis and taking actions accordingly.

Actively participate in formulating, developing and implementing the business development strategy to generate new investment opportunities in the South African BEE financing market.

Engage in the activities and efforts required for the implementation of the business development plan.

Conduct business development in response to new markets, products and clients.

Develop strategic relationships with financial institutions, corporate finance advisors, other intermediaries and BEE groups.

Participate and represent the company at investment conferences and roundtable discussions.

Engage in activities that ensure the investment initiatives are in support of broader South African economic development strategies and/or government BEE strategies.

Transaction Execution

Act independently in all spheres of project management, expert in deal structuring and negotiations.

Acknowledged as a very experienced deal maker/ transactor both within and outside of the organization:
Manage and influence internal decision making and transaction processes to obtain investment approval.

Utilize expert knowledge (of BEE market, financial market, macro-economic environment sector) as to support, lead tea in identifying and suggesting/recommending appropriate mitigation measures on key risk issues.

Conduct comprehensive due diligence investigations on approved transactions by providing input on scoping and partaking in due diligence exercises with mínimal support.

Recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long term sustainability/viability of the project to the benefit of the client.

Provide advice, guidance to legal department on the commercial terms in the preparation of legal documentation.

Negotiate with clients/co-financiers on an acceptable deal structure, financial terms, security to ensure successful deal closure incorporate and writing reports.

Ensure the timeous execution of legal documents in accordance with approved term sheets

Acknowledged reputation within and externally based on successful deal closure and expertise.

Act as a mentor to Investment Associates and Investment Analyst.

Oversees and manages the implementation of projects through timeous disbursements paid out to the satisfaction of the client.

Provides expertise on structures recommended to FMCD IC by Investment Associates.

Pro-actively identify potential areas of non-compliance, increased risk and set-up/initiate an action programme accordingly.

Deal Sustainability / Risk Management / Portfolio Management

Responsible for surveillance, compliance, pro-actively anticipates and implements corrective actions, lead discussions in negotiating possible solutions:
Makes recommendations on effective solutions to sustain client relationships in the event of a default without causing a dilution in the asset value.

Represents on Boards of Directors of selected investee companies.

**Experience/Skills**:
5 years similar experience in private equity/project finance/structured finance

Deal structuring

Project management

**Qualifications**:
BCom degree in Finance/ Accounting

Post Grad added advantage

**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

Communication/Interpersonal Competencies

Building Relationships

Building Strategy Relationships/ Networking

Customer Service Orientation

Engaging Diversity

Interpersonal Agility

Teamwork

Conflict Management

Influencing & Impact (incl. Negotiation)

Presentation and Facilitation

Strong 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



  • 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+...


  • 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...

  • Investment Associate

    1 month ago


    Johannesburg, South Africa Edge Growth Full time

    Johannesburg, South Africa | Posted on 09/19/2024 Are you passionate about making a living from making living in South Africa better for everyone? Then join our team of SME Development Solutionists and help us to pioneer a new, more inclusive business landscape in South Africa while creating shared value through purpose-led partnerships. Job...

  • Investment Associate

    5 months 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...


  • Johannesburg, South Africa Jobted ZA C2 Full time

    We are seeking al highly skilled and experienced Senior Investment Specialists to come forward. The ideal candidate will have a strong background in investment analysis, portfolio management, and client relations. Key Responsibilities: - Conduct comprehensive research and analysis of investment opportunities across various asset classes, including...

  • Investment Associate

    1 month ago


    Johannesburg, South Africa Six Sense Full time

    A well-established financial services business is seeking to appoint a 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**: -...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    We are seeking a highly skilled Senior Investment Specialist to join our team at Network Recruitment. The ideal candidate will have a strong background in investment analysis, portfolio management, and client relations.Key Responsibilities:Conduct comprehensive research and analysis of investment opportunities across various asset classes, including...


  • Johannesburg, South Africa Network Recruitment Full time

    We are seeking al highly skilled and experienced Senior Investment Specialists to come forward. The ideal candidate will have a strong background in investment analysis, portfolio management, and client relations. Key Responsibilities:Conduct comprehensive research and analysis of investment opportunities across various asset classes, including equities,...


  • Johannesburg, South Africa Network Recruitment Full time

    We are seeking al highly skilled and experienced Senior Investment Specialists to come forward. The ideal candidate will have a strong background in investment analysis, portfolio management, and client relations. Key Responsibilities: Conduct comprehensive research and analysis of investment opportunities across various asset classes, including equities,...

  • Investment Associate

    2 months 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

    2 months ago


    Johannesburg, South Africa Allied Talent Partners Full time

    DescriptionAllied Talent Partners is a talent marketplace,  connecting experienced professionals with climate-related projects and businesses in Africa.High-level overview  The client is an advisory firm that unlocks capital for sustainable growth in underserved markets, focusing on clean energy access and nature-based solutions. They provide transaction...

  • Investment Associate

    6 months 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 an Investment Associate. - Business development/ transaction origination - Support business development initiatives. Develop and maintain clients network and relationships. - Develop and maintain client portfolio...

  • Senior Associate

    5 months 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...


  • Johannesburg, Gauteng, South Africa Edge Executives Full time

    Job Description:At Edge Executives, we are seeking a highly skilled Post Investment Associate to join our team. The ideal candidate will have a strong background in project management and corporate finance, with a minimum of 5 years of experience in deal making and investment.Key Responsibilities:* Conduct financial modeling and analysis of complex deals*...


  • Johannesburg, South Africa Nefcorp Full time

    Job category: Banking, Finance, Insurance. Stockbroking Contract: Fixed Term Contract Remuneration: Market Related EE position: Yes Introduction We are recruiting for a Post Investment Associate to join the Post Investment team. The incumbent will be responsible for monitoring the investment portfolio, portfolio recoveries and restructuring as well as...


  • Johannesburg, South Africa Investment Manager firm Full time

    **Job Title: Head of Middle Office Operations** **Job Overview**: As the Head of Middle Office Operations at an Investment Manager firm, you will lead a critical function that serves as the linchpin between the front office Investment team, Institutional and Retail Client Services teams, System Development team, and the firm's outsourced Fund...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    About Network RecruitmentAt Network Recruitment, we're dedicated to connecting top talent with exciting career opportunities.Salary and BenefitsWe offer a highly competitive salary ranging from $120,000 to $180,000 per annum, depending on experience, plus additional benefits including health insurance, retirement plan, and generous paid time off.Job...


  • Johannesburg, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: To manage team in terms of deal implementation to ensure targets are met and to provide support for complex transactions. Ensure optimal deal structuring and pricing in line with the company’s product criteria and mandate. Ensure accurate capturing of terms on the standard company Template. **Minimum Requirements**: 5 years’...

  • Investment Associate

    5 months ago


    Johannesburg, South Africa eSquared Full time

    **Purpose of Role**: Impactful Investing Ecosystem: - Exposure to Business Lifecycle: Gain exposure to the entire business lifecycle,from concept to proof of concept, validation, monetisation, traction, scaling, to growth stage businesses. - Permanent Capital Vehicle (PCV): E2 has a closed mandate and is a PCV, investing off our own balance sheet with no...


  • Johannesburg, South Africa CrossBoundary Full time

    **Associate / Senior Associate** **Power and Infrastructure Advisory** **About the Firm** CrossBoundary is an investment advisory firm. As an Associate, you will contribute to all aspects of the Power and Infrastructure (P&I) Advisory Practice, including business development and transaction advisory, alongside involvement in broader company initiatives....