Senior Investment Associate

12 hours ago


Sandton, South Africa Secondments Recruitment Full time

**Job Advert Summary**:
The purpose of this job is to form part of the Investment team which invests funds into investment
properties on behalf of the company and third parties, across the African continent. This service includes
short term and medium term investing, appraising property investment opportunities, negotiating terms
and conditions of property finance, assembling and presenting proposal packages.

**Minimum Requirements**:
QUALIFICATIONS AND EXPERIENCE

Qualifications - BCom (Hons)(Finance/Accounting) or higher qualifications.

Experience
- ESSENTIAL: Must have at least 3 years’ experience in real estate. Typically

obtained in private equity, corporate finance, equities research, asset

management, etc.
- Experience in concluding of investment transactions is an advantage.

achievements.
- Strong interest in real estate and investments is an advantage

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.
- MS Office: MS Word - Intermediate

? MS Excel - IntermediateMS and Outlook - Intermediate

? MS PowerPoint - Intermediate

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.
- Interpersonal relationships - building mutually satisfying relationships.
- Empathy - understanding & appreciating how others feel.
- Independence - be self-directed and free from emotional dependency.
- Assertiveness - communicating feelings and beliefs; being non-offensive.
- Multitasking - dealing with several activities at a time, enjoy being given new

tasks before they have finished another.
- Teamwork - cooperation with others, good-natured attitude and

encouraging people.
- Persistence - sticking with tasks, not giving up, dislike leaving things

unfinished.
- Rule following - adhere to rules and strictly follow work regulations.
- Attention to detail - focus on details, strive for perfection and be well

organized.
- Planning - enjoy making detailed plans and long-terms plans.
- Innovation - creative and open-mindedness

**Duties and Responsibilities**:
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.

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
- 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.

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.

Reporting
- Portfolio company performance monitoring.
- Financial reporting to the Investment Committee, Board, and subcommittees of the board.
- Prepare the Audit Committee pack.
- Present the Audit Committee pack and keep track of deliverables.
- Assist in prepar



  • Sandton, South Africa Edge Executive Search Full time

    A driver in promoting, enabling, implementing and developing innovative investment and transformation solutions to advance sustainable black economic participation in the economy, is looking seeking a Senior Investment Associate. **Industry**: Financial Services **Job category**: Banking, Finance, Insurance....

  • Investment Associate

    7 months ago


    Sandton, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: The company was established for the purpose of promoting and facilitating economic equality and transformation, by providing development finance for Black empowered South African businesses and by designing investment products in promoting savings and investment activity amongst Black South Africans. The company is an agency of the...

  • Senior Associate

    8 months ago


    Sandton, South Africa Edge Executive Search Full time

    Senior Associate Position: Role: Senior Associate Position: Permanent Location: Sandton **Responsibilities**: - Client Servicing: - Build and maintain strong relationships with clients in the mining and renewable energy sectors. - Understand clients' financial goals, risk appetite, and investment preferences. - Provide tailored financial advice and...


  • Sandton, South Africa Nefcorp Full time

    Job category: Banking, Finance, Insurance. Stockbroking Contract: Fixed Term Contract Remuneration: Market Related EE position: Yes Introduction The National Empowerment Fund is looking for a Senior Investment Associate who will join our Turnaround, Workout and Restructure (TWR) team on a fixed-term contract. The successful candidate will provide...

  • Investment Associate

    12 hours ago


    Sandton, South Africa SET Recruitment Consultants Full time

    Position - Investment Associate - Permanent Reports to Strategic Projects Fund Manager **Experience/Skills Required** 3-5yrs Business Analysis or Management Consulting experience or, 3-5 yrs Engineering/Technical Consultancy experience 3-5yrs Project Management experience in a Financial/Investment Transacting environment, Business and Financial Acumen...

  • Senior Associate

    1 week ago


    Sandton, South Africa PRR Recruitment Services Full time

    **Senior Associate (Senior Attorney) - Africa** There is an exciting opportunity for a focused and dynamic individual at a International Law Group. The client currently operating in Africa and Germany. The firm assists corporations, financial institutions and governmental entities with their critical business, regulatory and legal issues both regionally and...


  • Sandton, South Africa FTI Consulting, Inc. Full time

    **Why Join Us?** - You will be working on some of the most challenging mandates within the rapidly transforming TMT landscape. - Our offices are strategically placed in key hubs around the world to offer you the opportunity to experience different cultures, be intellectually stimulated and work in a collaborative manner. - We are a boutique organization...


  • Sandton, South Africa Pele Energy Group Full time

    Pele is seeking a Graduate to join the Investment and Funding Group. The graduate will play a critical role in supporting the company's investment strategies and initiatives. This entry-level position is designed for recent graduates who are eager to launch their careers in finance and investment. You will work closely with the Head of Investment and...

  • Investment Analyst

    7 months ago


    Sandton, 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 your long-term wealth. Sanlam Investments (SI) 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...


  • Sandton, South Africa Kamo Placements Full time

    Assist senior team member with report backs to delegated clients and/or advice clients. - Assist senior team in keeping clients updated with developments in investments. - Maintain, service and assist on a senior team members portfolio of clients in order to add value to the clients, and to achieve client satisfaction. - Support the deliverables associated...


  • Sandton, South Africa CA Global Headhunters Full time

    **Reference Number**: SRCDTSAE There is an exciting opportunity for a focused and dynamic individual at a well known International Law Group. The Group is one of the leading international legal practices in Africa. Currently operating in Africa and Germany. The firm is headquartered in Johannesburg with over 200 lawyers and business advisors operating...


  • Sandton, South Africa Empire Recruitment Full time

    Senior Investment Officer!Are you a seasoned investment professional looking for your next big challenge? We have an exciting opportunity with a leading investment firm! Join a dynamic team that manages a hybrid fund investing in Inclusive Financial Institutions, digital finance, and alternative credit businesses across Africa. This role is...

  • Investment Analyst

    3 months ago


    Sandton, South Africa Nefcorp Full time

    Job category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The National Empowerment Fund is looking for an Investment Analyst who will join uMnotho Fund team. The purpose of this role is to provide support function to Investment Associates on all areas of transaction...


  • Sandton, South Africa Adonai Human Capital Solutions (PTY) Ltd Full time

    About the Role:This is an exciting opportunity for a Senior Financial Analyst to join our dynamic team at Adonai Human Capital Solutions (PTY) Ltd. The successful candidate will have excellent analytical skills, strong communication abilities, and experience in financial modelling, forecasting, and valuation.Requirements:Bachelor's degree in Finance,...

  • Investment Analyst

    4 months ago


    Sandton, South Africa Sasria Full time

    Closing Date - 2024/09/20 - Reference Number - SAS240909-2 - Job Title - Investment Analyst - Job Type - Permanent - Division - Finance - Department - Investment Managements - EE Occupational Levels - Level 4 & 5: Skilled, Technical and Academically Qualified - Location - Town / City - Sandton - Location - Province - Gauteng - Location - Country - South...


  • Sandton, South Africa Dante Personnel Full time

    Gauteng, Sandton ( Market related Negotiable) **SENIOR COMMERCIAL ASSOCIATE - SANDTON** **EE CANDIDATES PREFERRED** **An exciting opportunity exists in the Commercial Team for a Senior Associate** **SALARY BASED ON EXPERIENCE** **Minimum requirements**: - 5 Years' post-articles relevant experience - Proven track record of having worked on projects...

  • Investment Analyst

    12 hours ago


    Sandton, South Africa Pele Energy Group Full time

    **The Role** The Analyst is responsible for assessing project bankability, financing options for projects, creating financial models and managing financing processes. The role will report directly to the Senior Project Finance Manager and will focus on project financial analysis and derived thereof on determining whether a project is bankable or...

  • Associate

    1 week ago


    Sandton, South Africa Mass Staffing Projects Full time

    We are currently working with a professional investment management company focusing on private equity who are looking for an established Associate to head up their team. **Minimum Requirements**: - CA(SA) **Required Experience**: - Corporate finance for a minimum of two years - Has the ability to complete a thorough due diligence investigation. - Has the...

  • Associate

    7 months ago


    Sandton, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Recruitment Agency / Vacancy in Sandton- Salary- R800K - R650K per annum- Job Type- Permanent- Education- BCom (Hons)- Experience- 5+ Years strategic experience- Reference- IAAP- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847We are currently working with a professional investment management company focusing on...


  • Sandton, South Africa Empire Recruitment Full time

    Company Overview">Empire Recruitment, a leading investment firm, is seeking an experienced Senior Investment Officer to join our dynamic team.The successful candidate will manage investment pipelines and originate investments in Inclusive Financial Institutions, digital finance, and alternative credit businesses across Africa.">About the Role">We are looking...