Investment Associate

Key Responsibilities

• Conduct financial modelling, valuation, and investment analysis.
• Perform market, industry, and competitor research.
• Assist with investment due diligence processes.
• Prepare investment committee papers and recommendation reports.
• Support the execution of acquisitions, disposals, and other strategic transactions.
• Monitor and report on portfolio company performance.
• Analyse financial statements and business plans to assess investment viability.
• Engage with management teams, advisors, and other stakeholders throughout the investment lifecycle.
• Assist with portfolio optimisation and value-creation initiatives.
• Maintain accurate investment records, reports, and documentation.
• Support fund reporting and investor communication requirements where applicable.
• Identify risks and opportunities within existing and prospective investments.

Job Experience and Skills Required

• Bachelor's Degree in Finance, Accounting, Economics, Investment Management, or a related field.
• Honours degree, CFA progression, CA(SA), or similar professional qualification advantageous.
• 2 to 5 years' experience within private equity, corporate finance, investment banking, asset management, transaction advisory, or a related investment environment.
• Strong financial modelling and valuation capabilities.
• Experience conducting financial and commercial due diligence.
• Advanced Excel and financial analysis skills.
• Strong report-writing and presentation abilities.
• Excellent analytical and problem-solving skills.
• Ability to manage multiple projects and deadlines effectively.
• Strong stakeholder engagement and relationship management skills.

Competency Requirements

• Business Acumen
• Strategic Thinking
• Analytical Thinking
• Attention to Detail
• Commercial Awareness
• Collaboration
• Communication Skills
• Drive for Results
• Problem Solving
• Adaptability
• Integrity and Professionalism
• Stakeholder Management

Apply Now!

For more exciting opportunities within Finance, Investments, Corporate Finance, Private Equity, Asset Management, and Financial Services, please apply directly.

If you have not received a response within two weeks of your application, please consider your application unsuccessful. Your profile may be retained on our database for future suitable opportunities.

Mandisa Phahla
Recruitment Consultant