Senior Investment Associate

1 week 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....


  • 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 ServicesJob category:Banking, Finance, Insurance. StockbrokingLocation:SandtonContract:PermanentBusiness...

  • Senior Associate

    2 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...

  • Investment Associate

    3 weeks 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

    2 weeks ago


    Sandton, South Africa Edge Executive Search Full time

    Senior Associate Position:Role: Senior AssociatePosition: PermanentLocation: SandtonResponsibilities: 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 investment solutions to...

  • Investment Associate

    4 weeks ago


    Sandton, South Africa Fempower Full time

    Exciting Opportunity at a Leading Development Finance Institute! Are you ready to embark on a rewarding journey in the world of finance? Our esteemed client, a distinguished Development Finance Institute (DFI), is on the lookout for an exceptional Investment Associate to join their dynamic team. If you're passionate about driving impactful investments and...


  • Sandton, South Africa Pele Energy Group Full time

    The Role The Senior Associate will oversee various elements of the Investment and Funding cycle to secure investments in and the financing of projects. This Senior Associate will report directly to the Senior Project Finance Manager or Department Head and will assist in leading the Investment & Funding Group’s activities in all matters pertaining to the...

  • Senior Associate

    3 weeks 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 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...

  • Senior Credit Analyst

    4 weeks ago


    Sandton, South Africa Hire Resolve Full time

    Hire Resolve's client, a leading investment firm in Johannesburg, is seeking a highly skilled and experienced Senior Credit Analyst to join their team. As a Senior Credit Analyst, you will be responsible for assessing the creditworthiness of companies and evaluating investment opportunities. You will play a critical role in making informed investment...


  • 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

    3 weeks 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 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 Funding...


  • 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 Funding...


  • Sandton, South Africa CA Global Headhunters Full time

    Reference Number:SRCDTSAEThere 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 across 54...


  • Sandton, South Africa Absa Bank Limited Full time

    Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryBusiness...

  • Investment Analyst

    2 months ago


    Sandton, South Africa Kamo Placements Full time

    Job Advert SummaryThe Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.Prepare investment performance monitoring and reporting.Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.Assist with asset manager selection, appointment and...

  • Investment Analyst

    2 months ago


    Sandton, South Africa Kamo Placements Full time

    Job Advert Summary The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy. Prepare investment performance monitoring and reporting. Prepare quarterly investment packs for Investment Steering Committee and Investment Committee. Assist with asset manager selection, appointment and...

  • Investment Analyst

    7 days ago


    Sandton, South Africa Kamo Placements Full time

    Job Advert Summary The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy. Prepare investment performance monitoring and reporting. Prepare quarterly investment packs for Investment Steering Committee and Investment Committee. Assist with asset manager selection, appointment and...

  • Investment Analyst

    1 week ago


    Sandton, South Africa Kamo Placements Full time

    Job Advert SummaryThe Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.Prepare investment performance monitoring and reporting.Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.Assist with asset manager selection, appointment and...