Senior Associate: Listed Equity

6 months ago

Sandton, South Africa IDC Full time

To implement and maintain portfolio management of the listed equity investment portfolios, including restructurings and corporate actions and obtaining the most value through the development and implementation of value creation plans and relationship building, to achieve sustained growth and maximized profitability for the business partner which will result in the IDC partaking in the benefit realization.

**Qualification and Experience** Qualifications**
- BCom Accounting or BEng / BSc or similar qualification
- Post-graduate degree / Honours or CA(SA) would be an advantage
- MBA/MBL would be an advantage
- CFA, or similar would be an advantage

**Knowledge & Skills**
- Experience in a Corporate Finance environment and specifically in Listed Investments
- 5 years’ experience in a private equity environment will be an added advantage.
- Experience working in the financial services industry e.g. a commercial bank
- Experience working in a high-level collaborative environment
- Ability to manage multiple competing priorities while building effective relationships
- Thorough understanding of developing Value Creation activities
- Extremely organized and persistent, with drive and determination to achieve goals
- Experience in M&A, due diligence, drawdowns and exit process of investments is essential
- Knowledge of financial markets (including equity capital markets), regulation and legislation
- Financial modelling proficiency essential

**Roles and Responsibilities**
- Post investment management, performance monitoring and performance reporting of allocated portfolio of complex and technical business partners
- Working closely with business partners to identify areas for growth and value creation, crafting and monitoring the implementation of the value creation plans
- Periodically conduct fair values of equity investments and impairment reviews in accordance with the approved IDC guidelines and policies
- In collaboration with the business partner management team, define KPI’s and design dashboards to collect data for progress monitoring of such KPI’s.
- Build sound relationships with business partner management teams and boards through regular visits to / engagements with business partners
- Proactively identify early warning signals and initiate appropriate intervention processes where necessary, exercising step-in rights early to limit potential losses
- Monitor strategic initiative through data insights, dashboards and reports to identify deviations from agreed plans and take appropriate action.
- Collaborate with Business Units to obtain expert insights relative to specific sectors.
- Implement and manage a process for forecasting listed share dividends and variants on dividend income to determine contribution to IDC funding.
- Obtain/Research and analyze market, industry and financial reviews to gain insights and trends to identify growth opportunities and areas of concern.
- Ensure that all necessary amendments to contracts during the life span of the business partner are adequately executed.
- Ensure that all exits processes i.e. early settlement, IRR and other calculations and release of security on allocated portfolio of business partners are properly executed.
- Promptly monitor all payments due to IDC including interest, capital, dividends, fees etc. on allocated portfolio of Business Partners.
- Analyze financial information from allocated business partners on a regular basis and assess the need for initiating intervention based on the analysis
- Work closely with the boards and management teams of the Business Partners to ensure that the Business Partners are profitable.
- Monitor and evaluate that proper governance structures exist and are being applied
- Monitor and evaluate compliance with all relevant legislation and regulation;
- Work collaboratively with members of the IDC teams including SBUs to ensure that the investee companies under management achieve their stated targets and forecasts and to identify opportunities for IDC to leverage on these investments to achieve some of its developmental goals.
- Prepare portfolio reports as and when required on the portfolio under management
- Provide continuous technical guidance to fellow team in all key areas of their responsibilities.
- Forecast of value share prices & dividend incomes and recommend equity selling options and timing to assist with the liquidity and funding of the IDC.

Job Reference: IDC00092

  • Manager – Equities and Equity Derivatives

    2 months ago

    Sandton, South Africa JSE Limited Full time

    Manager – Equities and Equity Derivatives Listing reference: jse_000537 Listing status: Online Apply by: 10 September 2024 Position summary Job category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes About our company The JSE recognises that its success and strength depend on the...

  • Corporate Advisory Associate

    1 month ago

    Sandton, South Africa AGC Recruitment Pty Ltd Full time

    Become a key member of our Corporate Advisory Firm in Sandton, South Africa, as an exceptional Associate. Your primary focus will be on Sponsor Services, providing regulatory advisory services to JSE-Listed entities on listing requirements. You will be responsible for ensuring all JSE related documents are accurate and compliant, managing client liaison, and...

  • Equity Analyst and Assistant

    6 months ago

    Sandton, South Africa Momentum Securities Full time

    **Introduction** Momentum Securities/Asset Management manages several unit trusts, global and domestic balanced funds and domestic and international equity funds. Momentum Securities offers a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on our product innovation and client service....

  • JSE Approved Sponsor

    2 months ago

    Sandton, South Africa AGC Recruitment Pty Ltd Full time

    Our client is a Corporate Advisory Firm and is currently looking for an exceptional Associate to boost their Sponsor Services business which provides regulatory advisory services to JSE-Listed entities in South Africa around listing requirements on both a transactional and recurring JSE obligations basis. The position is based in Sandton. Qualifications &...

  • Senior Associate

    7 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...

  • Equity Partner

    2 months ago

    Sandton, South Africa Jobted ZA C2 Full time

    Advertisement for Equity Partner Position Equity Partner – Johannesburg, South Africa A prestigious legal firm, specializing in corporate, commercial, litigation, and real estate law, is seeking a dynamic and driven Equity Partner to join its team in Johannesburg. This role offers the unique opportunity to shape the future of the firm and contribute to...

  • Senior Investment Associate

    6 months ago

    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....

  • Equity Partner

    2 months ago

    Sandton, South Africa Fempower Personnel Full time

    Advertisement for Equity Partner PositionEquity Partner – Johannesburg, South AfricaA prestigious legal firm, specializing in corporate, commercial, litigation, and real estate law, is seeking a dynamic and driven Equity Partner to join its team in Johannesburg. This role offers the unique opportunity to shape the future of the firm and contribute to its...

  • Equity Partner

    2 months ago

    Sandton, South Africa Fempower Full time

    Advertisement for Equity Partner PositionEquity Partner – Johannesburg, South AfricaA prestigious legal firm, specializing in corporate, commercial, litigation, and real estate law, is seeking a dynamic and driven Equity Partner to join its team in Johannesburg. This role offers the unique opportunity to shape the future of the firm and contribute to its...

  • Equity Partner

    2 months ago

    Sandton, South Africa Fempower Full time

    Advertisement for Equity Partner Position Equity Partner – Johannesburg, South Africa A prestigious legal firm, specializing in corporate, commercial, litigation, and real estate law, is seeking a dynamic and driven Equity Partner to join its team in Johannesburg. This role offers the unique opportunity to shape the future of the firm and contribute to...

  • Equity Analyst and Assistant to Portfolio Manager

    6 months ago

    Sandton, South Africa Momentum Securities Full time

    **Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...

  • Associate

    6 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...

  • Senior Associate Corporate/commercial

    7 months ago

    Sandton, South Africa Workspace Recruitment Full time

    A rapidly growing law firm based in Sandton specializing in construction, mining, and environmental law, is seeking a Senior associate (commercial). Renowned for their expertise in the mining and environmental sectors, they've recently expanded with a new branch in Pretoria. Must Have experience in Mergers & Aqusitions. Ability to Commute: - Sandton,...

  • Banking and Finance Senior Associate

    1 month ago

    Sandton, South Africa Fempower Full time

    Job Title: Senior Associate: Banking and FinanceJob Summary:We are seeking a skilled and experienced Senior Associate to join our Banking and Finance team. The ideal candidate will have a strong background in financial transactions, project finance, and commercial law.Key Responsibilities:Provide expert legal advice on structured finance, project finance,...

  • Senior Associate: Banking

    2 months ago

    Sandton, South Africa Jobted ZA C2 Full time

    Job Advertisement: Senior Associate – Banking and Finance Are you an experienced legal professional with a passion for banking and finance law? A leading Global firm in the sector is seeking a dynamic Senior Associate to join their team. This is an excellent opportunity for a driven individual with expertise in financial transactions, project finance, and...

  • Senior Associate Corporate/commercial

    8 months ago

    Sandton, South Africa Workspace Recruitment Full time

    A rapidly growing law firm based in Sandton specializing in construction, mining, and environmental law, is seeking a Senior associate (commercial). Renowned for their expertise in the mining and environmental sectors, they've recently expanded with a new branch in Pretoria. Must Have experience in Mergers & Aqusitions.The firm offers competitive salaries...

  • Senior Tax Consultant

    2 weeks ago

    Sandton, South Africa TalentCru Full time

    Job Title: Senior Tax ConsultantAbout TalentCru:TalentCru is a leading financial services company that offers expert tax advisory services to its clients. Our team of professionals has extensive experience in providing optimal tax strategies and solutions to our clients.Job Summary:We are seeking a highly skilled Senior Tax Consultant to join our team. The...

  • Senior Accounting Associate

    1 month ago

    Sandton, South Africa TOTALCARE PEOPLE® SOLUTIONS Full time

    We are seeking a highly skilled Senior Accounting Associate to join our team at TOTALCARE PEOPLE® SOLUTIONS.For this role, you will be working as an Audit Support Professional, assisting our Chartered Accountants with various tasks.Requirements:Completed degree and active pursuit of Chartered Accountant certifications.A minimum of 1 year of dedicated Audit...

  • Senior Associate: Banking

    2 months ago

    Sandton, South Africa Fempower Personnel Full time

    Job Advertisement: Senior Associate – Banking and FinanceAre you an experienced legal professional with a passion for banking and finance law? A leading Global firm in the sector is seeking a dynamic Senior Associate to join their team. This is an excellent opportunity for a driven individual with expertise in financial transactions, project finance, and...

  • Senior Associate: Banking

    2 months ago

    Sandton, South Africa Fempower Full time

    Job Advertisement: Senior Associate – Banking and FinanceAre you an experienced legal professional with a passion for banking and finance law? A leading Global firm in the sector is seeking a dynamic Senior Associate to join their team. This is an excellent opportunity for a driven individual with expertise in financial transactions, project finance, and...