Financial Analyst Assistant

2 weeks ago


Cape Town, Western Cape, South Africa The Legends Agency Full time

Company Overview

The Legends Agency is a fast-growing fintech company, specializing in lending to small and medium-sized businesses. Our mission is to provide innovative financial solutions that cater to the evolving needs of entrepreneurs.

 

Job Summary

We are seeking a detail-oriented Junior Underwriting Assistant to join our Underwriting team. As a key member of our team, you will be responsible for preparing deals for underwriting, conducting preliminary reviews, and supporting the Underwriting team in maintaining accurate records and documentation.

 

About This Role

This is an excellent opportunity for recent graduates or individuals with up to 3 years of experience in accounting or finance to develop their skills and gain hands-on experience in underwriting. If you possess strong research and analytical skills, a proactive mindset, and a willingness to learn, we encourage you to apply.

 

Key Responsibilities

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  • Assist the underwriting team in preparing deals for underwriting
  • Conduct preliminary reviews of potential clients, including company research and reviewing credit reports
  • Support the UW team in maintaining accurate records and documentation
  • Collaborate with team members to ensure smooth deal progression
  • Stay informed on industry trends and financial developments

 

Requirements

To succeed in this role, you will need:

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  • A degree in Accounting or Finance (non-negotiable)
  • 2-3 years of experience (or fresh graduate with internship experience)
  • Strong academic background
  • Excellent research and analytical skills
  • Ability to work well within a team
  • Attention to detail and accuracy in reviewing financial data
  • Proactive mindset and willingness to learn

 

Salary and Benefits

R20k-R30k per month, depending on experience, and a comprehensive benefits package.



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