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Investment Associate – Private Debt Black River Park, Observatory (CPT) OR Melrose Arch (JHB)

Investment Associate – Private Debt Black River Park, Observatory (CPT) OR Melrose Arch (JHB)

Mint KulcaJohannesburg, Gauteng, South Africa
5 days ago
Job description

INVESTMENT ASSOCIATE - PRIVATE DEBT to be based in Black River Park, Observatory (CPT) OR Melrose Arch (JHB)

Our client, a leading investment fund management boutique firm, is seeking a highly motivated Investment Associate to join their Private Debt team.

This role is instrumental in supporting the execution and active management of private debt investments across a variety of sectors. You will work closely with senior team members to evaluate investment opportunities, structure deals, conduct in-depth due diligence, and monitor portfolio performance. This is a unique opportunity to contribute to the efficient deployment of capital and help drive sustained value for investors.

THE MINIMUM REQUIREMENTS FOR THE ROLE ARE

NON-NEGOTIABLE REQUIREMENTS

  • Education : Bachelor’s degree in Finance, Accounting, Economics, Investment Management, or a related field.
  • Experience : 3–5 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

  • Working 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.

    • DUTIES WILL INCLUDE

    Transaction Execution & Underwriting

  • 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.

    • Due Diligence Coordination

  • 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.

    • Investment Committee Preparation

  • Draft comprehensive investment memorandums and presentation materials for committee review.
  • Clearly synthesize key risks, mitigants, and return drivers for decision‑making.

    • Market & Borrower Research

  • 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.

    • Portfolio Management & Monitoring

  • Support post‑investment monitoring, including borrower engagement, financial analysis, and covenant tracking.
  • Maintain performance dashboards and contribute to regular risk reviews and reporting.

    • Legal Documentation Support

  • 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.

    • Cross‑Functional Collaboration

  • Liaise with legal, finance, and compliance teams throughout the investment lifecycle.
  • Contribute to internal process improvements and share insights across the team.

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    Investment Associate • Johannesburg, Gauteng, South Africa