Transaction Management Analyst

About Ninety One:

Ninety One is South Africa's largest investment manager and the only one with a global presence. The firm has 22 offices across 15 countries on five continents and manages R3.4 trillion of assets on behalf of clients (as at 30 June 2025).

Established in Cape Town in 1991 as part of the Investec Group, Ninety One demerged and rebranded in 2020, becoming an independent firm dual-listed in London and Johannesburg.

Always an active manager, Ninety One today offers strategies across equities, fixed income, multi-asset and private markets to institutions, advisors and individual investors around the world.

About the team:

We are redefining how Private Credit operates combining institutional rigor with intelligent infrastructure to create a platform designed for scale, automation and transparency. As part of this shift, we are hiring a Transaction Management Analyst (Investment Monitoring) who will help rearchitect investment monitoring workflows to support the drive towards an AI-native, automation-enabled environment.

This is not a legacy middle-office role. Beyond core investment monitoring responsibilities like investment oversight and monitoring, you'll play an active role in redesigning key investment monitoring workflows to reduce manual inputs, embed automation and build more intelligent, forward-looking operational processes. In addition to investment oversight and monitoring, you will help build the foundation for intelligent client due diligence and reporting, ensuring investor deliverables that are timely, accurate and increasingly automated.

The Transaction Management Team is a dynamic global team embedded in Ninety One's global Private Markets platform with members in both London and Cape Town. The team focuses on the ongoing management/monitoring/reporting of our Private Market portfolios (like ). The Team works in close collaboration with various internal teams (Investment Management, Legal, ESG, Compliance, Fund Accounting and others). This is to ensure that all our Private Market investments across Africa, Latin America, Asia & Europe are appropriately managed/monitored. In addition, the team ensures that all reports and other contractual obligations owed to our clients (who are amongst the globe's top asset allocators and financial institutions) are professionally managed. Success in the role will involve executing on two key sets of related responsibilities with a primary focus on the investment monitoring elements.

In this role you will:

Investment Monitoring

• Act as contact point for all waivers, consents and amendments on relevant Private Market portfolio companies
• Liaise with legal and investment teams to ensure documentation, deal economics and cash movements are aligned
• Provide analysis of requests, synthesise relevant information and co-ordinate internal approvals/response to portfolio companies, keeping a record for audit/reporting purposes
• Monitor performance of portfolio companies against tracked covenants and obligations to provide financial/other information, flagging risks as appropriate
• Review key information provided by portfolio companies to assess any material change in circumstances
• Manage completion of conditions precedent in advance of disbursement of funds
• Coordinate end-to-end execution of private credit transactions, including pre-close tracking, funding logistics, settlement flow and post-close setup
• Ensure transaction milestones are visible, auditable and digitally captured for downstream workflows
• Establish and maintain AI-ready credit monitoring processes including structured tracking of covenants, reporting schedules and borrower obligations
• Build intelligent escalation paths for breaches, delays and data anomalies
• Assist in centralising structured data from counterparty reports, third-party systems, and internal trackers
• Source, aggregate and present relevant reportable information in format required by fund committees/boards, investors and management
• Collaborate with technology teams to automate recurring report generation and integrate live portfolio data
• Work with product and technology teams to rewire workflows reducing reliance on manual trackers and email chains
• Integrate intelligent tools (e.g. API-based feeds, workflow platforms, LLMs) into monitoring, notifications and lifecycle management
• Develop and maintain strong working relationships with the Investment, Legal, ESG, Compliance, Fund Accounting & other internal teams, facility agents and portfolio companies

Investment AML/KYC due diligence:

• Complete initial KYC due diligence on relevant Private Market portfolio companies (covers Infrastructure and Credit)
• Liaise with the Investment Team and portfolio companies/facility agents to understand the relevant corporate structure and retrieve outstanding documentation
• Manage all internal communication/coordination on KYC as well as quarterly external KYC reporting across Private Markets
• Responsible for annual KYC refreshes, PEP approval process and outgoing KYC requests across Private Markets
• Ensure funds are appropriately onboarded with facility agents in advance of investment

You should consider applying if you have:

• BCom LLB, CA (SA) or similar degree
• 2-3 years relevant work experience at a financial institution, bank, asset manager, development finance institution or professional services, law, accounting, consulting firm
• High accuracy in managing data flows and operational detail; fluency in Excel and modern data handling tools
• Mindset geared toward systems thinking, continuous improvement and spotting where automation should replace repetition
• Experience contributing to the design or rollout of operational tooling, dashboards, or automation layers
• Familiarity with AI tools or low-code/no-code automation frameworks

Some of the attributes we look for in a person:

• A client focused and collaborative approach
• Intellectual curiosity
• The ability to 'approach and own' and continuously look for opportunities to develop
• Driven by results