Investment Associate â Private Debt Black River Park, Observatory (CPT) OR Melrose Arch (JHB)
Mint KulcaJohannesburg, South Africa4 days ago
Job descriptionWorking knowledge of debt-related legal documentation (e.g. term sheets, loan agreements, security documents). Honours or postgraduate degree Progress toward or completion of relevant designations such as CFA, CAIA, CAI, AIMC, CA(SA), or FRM. Certifications related to credit risk or investment analysis. Support all phases of the investment process, from deal origination through to closing. Build robust financial models (including cash flow, covenant, and return analyses) and evaluate borrower creditworthiness. Contribute to risk assessment, deal structuring, and the preparation of term sheets. Assist in the coordination of third-party due diligence efforts (legal, financial, tax, commercial). Manage data rooms, diligence trackers, and internal workflows across multiple teams. Draft comprehensive investment memorandums and presentation materials for committee review. Clearly synthesize key risks, mitigants, and return drivers for decision-making. Conduct industry, sector, and borrower research to support deal origination and credit assessments. Monitor market trends, peer activity, and economic indicators that influence credit risk. Support post-investment monitoring, including borrower engagement, financial analysis, and covenant tracking. Maintain performance dashboards and contribute to regular risk reviews and reporting. Review and comment on key legal documents, including loan agreements, security packages, and intercreditor arrangements. Work closely with legal counsel to ensure documentation accurately reflects commercial terms. Liaise with legal, finance, and compliance teams throughout the investment lifecycle. Contribute to internal process improvements and share insights across the team.
THE MINIMUM REQUIREMENTS FOR THE ROLE ARE :
NON-NEGOTIABLE REQUIREMENTS :
- Education : Bachelors degree in Finance, Accounting, Economics, Investment Management, or a related field.
- Experience : 35 years of relevant experience in private debt, corporate finance, leveraged finance, investment banking, credit analysis, or a related field.
- Technical Skills and Tools : Financial Modelling Strong Excel skills, including advanced financial modelling (DCF, covenant modelling, scenario analysis) and advanced knowledge of MS Word and PowerPoint.
- Credit Analysis : Solid understanding of credit metrics, capital structures, and risk assessment in lending environments.
- Valuation and Accounting : Familiarity with company valuation methods, financial statement analysis, and corporate accounting principles.
BENEFICIAL, THOUGH NOT ESSENTIAL, ADDITIONAL REQUIREMENTS :
DUTIES WILL INCLUDE :
Transaction Execution & Underwriting
Due Diligence Coordination
Investment Committee Preparation
Market & Borrower Research
Portfolio Management & Monitoring
Legal Documentation Support
Cross-Functional Collaboration
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Investment Associate • Johannesburg, South Africa
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