Investment Associate

Reference: NFC025215-Ma-1

Our client is a well-established investment organisation with a diversified portfolio across multiple sectors. Due to confidentiality requirements further company details will be disclosed during the interview process.

The Investment Associate will play a key role in evaluating investment opportunities conducting financial analysis supporting transaction execution and monitoring portfolio performance. Working closely with senior investment professionals you will contribute to investment decision-making while building strong relationships with stakeholders advisors and portfolio companies.

This position offers exposure to a variety of transactions and investment strategies providing an excellent platform for professional growth within a dynamic and fast-paced environment.

Duties & Responsibilities

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

• Bachelors 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

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1