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Investment Officer

Outsourced CFOCape Town, ZA

3 days ago

Job description

Job title : Investment Officer

Job Location : Western Cape, Cape Town

Deadline : October 25, 2025

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Job Description

Our client is a purpose-driven SME investor that empowers entrepreneurs through customised financing solutions, mentorship, technical assistance, and accessible business premises. With a strong belief in the power of entrepreneurship, they are committed to building a world-class investment team that delivers real value to the SME sector. They are looking for an investment officer to join their investment team who will;

Conduct market research to identify potential clients and strategic partnerships for the Company.

Organise and participate in networking events, conferences, and industry forums to establish and strengthen business networks.

Assess the financial health and potential risks of targeted companies through comprehensive due diligence.

Create detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions.

Draft comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders.

Structure and negotiate viable financing solutions with targeted companies to optimize returns for the Company based on the associated risk.

Build and maintain relationships with key stakeholders in the broader SME market.

Monitor and evaluate the performance of client portfolios.

Keep abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly.

Requirements

A BCom degree in Accounting, Finance or other business-related field with minimal level of Financial Accounting 2 or equivalent.

3 or more years of experience in business investment or a business finance-related role.

Experience in auditing, banking, financial accounting and / or sales and marketing will be advantageous.

The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills, results focused, analytical with a strong financial background.

Competencies :

Relating and networking with people.

Persuading and influencing.

Analysing information.

Delivering results and meeting customer expectations.

Entrepreneurial and commercial thinking.

Accounting / Financial Services jobs

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Investment Officer • Cape Town, ZA

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