Investment Associate (Fund), Johannesburg

INVESTMENT ASSOCIATE

JOHANNESBURG

12 MONTHS FIXED TERM CONTARCT

OUTLINE

DEADLINE – 9 NOVEMBER 2026

Reports to – The Fund Manager

Role Summary:

To ensure the fund achieves its investment goals, customer service, business growth and client retention objectives in line with the mandate by sourcing deals and managing the entire process from origination through to disbursement.

Responsibilities:

• Ensure deal structuring and pricing are in line with product criteria and mandate. Ensure accurate capturing of terms on the standard template.
• Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those raised by FMTPFC committee) as well as mitigating factors.
• Develop financial model on due diligence outcomes.
• Negotiate terms and conditions of investment to minimize risk in each transaction.
• Ensure shareholders / investment agreements are reviewed for input by legal.
• Prepare and present investment report to FMTPFC and investment committees within pre-agreed timelines.
• Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission to Fund Manager and/or external circulation.
• Ensure that all disbursement files are reviewed for completeness prior to release to the Fund Manager.
• Work with a Senior Investment Associate, Fund Manager and the rest of the leadership team to ensure high-quality transactions and superior client service.
• Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to disbursement.

Risk Management:

• Ensure portfolio growth and management through number and value of deals.
• Minimize impairments and collections to ensure portfolio sustainability.
• Risk Management by conducting thorough quality due diligence processes.

Customer Service & Ad Hoc Tasks

• Ensure high level of service for clients when executing deals.
• Ensure that clients are regularly kept abreast of the progress on their applications.
• Promptly respond to any queries from clients regarding their applications in the pipeline.
• Promptly follow up on leads forwarded by the Fund Manager, DE, CEO, other managers and from third parties.

Minimum Experience/Skills Required:

• 3 years deal execution experience.
• Deal making experience and ability to structure deals, financial modelling and negotiating skills.
• PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.
• Understand the mandate and investment guidelines.
• Possess good analytical and modelling skills and be able to apply financial modelling methodologies.
• Communication and presentation skills to present investment reports to various committees for approval.

Able to conduct quality due diligence exercises:

• Accounting and/or auditing, law, tax;
• Able to gather data from all relevant sources, including industry experts;
• Able to communicate at all levels and use interviews to gather necessary data in compiling investment reports;
• Great writing skills;
• Able to identify risks and recommend relevant risk mitigation measures;
• Understand various investment instruments and able to structure deals and to apply them in relevant investment circumstances.

Qualifications Requirements:

• B. Degree with specialisation in Structured Finance and / Business Finance
• CFA added advantage

Personal Attributes:

Cognitive Competencies

• Analysis and Attention to Detail
• Focus & Sustained Attention
• Judgement and Decision Making
• Problem Solving & Learning Agility
• Tolerance of Ambiguity

Intrapersonal Competencies

• Assertiveness
• Drive and Result Orientation
• Decisiveness & Action Orientation
• Ethical Judgement
• Excellent / Quality Orientation
• Resilience and Stress Management
• Rule Orientation
• Time and Self- Management
• Objectivity

Interpersonal Competencies

• Building Relationships
• Building Strategy Relationships/ Networking
• Customer Service Orientation
• Engaging Diversity
• Interpersonal Agility
• Teamwork

Communication Competencies

• Conflict Management
• Influencing & Impact (incl. Negotiation)
• Presentation and Facilitation
• Verbal and Written Communication
• Persuasiveness / Selling Skills

Functional Competencies

• Anticipating and Managing Change
• Building the Brand
• Business insight and Risk Awareness
• Commercial and Financial Acumen
• Consulting / Advising
• Environmental Scanning
• Knowledge Sharing
• Organisational Awareness
• Mathematical Acumen
• Research Competencies
• Process & Tech Competence
• Programme & Project Management

Please Note: Should you not receive feedback within 3 months, please consider your application as unsuccessful.

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