Investment Portfolio Specialist

4 weeks ago


CapeTown, South Africa The Recruiters Full time

Overview

This is an exciting opportunity to be part of a leading global asset management entity. As an Investment Analyst, you will work closely with the Portfolio Managers and Investment Committee to evaluate investment opportunities and monitor the performance of existing portfolios.

Key Responsibilities

• Investment Analysis and Research: Conduct detailed financial analysis of target companies, including cash flow projections, financial statement analysis, and scenario modelling.

• Deal Structuring and Execution: Support the investment team in structuring private debt transactions and assist in the preparation and review of investment memorandums for presentation to the investment committee.

• Portfolio Monitoring: Monitor financial and operational performance of portfolio companies on an ongoing basis, identifying risks and reporting any material changes to the investment committee.

Requirements

• Chartered Accountant (SA) professional qualification

• 5+ years relevant work experience within the financial services industry

• Strong financial modelling and analytical skills, with proven experience in private debt or private equity


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