About the position
INVESTMENT ASSOCIATE
JOHANNESBURG NORTH
DEADLINE: 5 SEPTEMBER 2025 (12:00)
- TOURISM HOSPITALITY AND/OR RELATED SECTORS
Reports to the Fund Manager
About the position:
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.
Key Performance Indicators/Responsibilities:
- Source deals, assess their viability and prepare submission report to the credit committee,
- Prepare submission to relevant committee for Due Diligence approval,
- Compile a Due Diligence work plan, negotiate a lending project term sheet and structure the deal to meet the client requirements, all under the supervision of the Investment Principal,
- Post DD approval conducts technical research and provide input on the deal structure,
- Maintain responsibility of the transaction, preparation of project appraisal to risk,
- Leverage funding structure that suits the client and minimises exposure,
- Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval,
- Establish and manage relationships with clients, financial institutions, sector players and other counterparties for originating and sourcing of the deals,
- Product development: establish innovative structured finance solutions for clients,
- Analyse financial outcomes, define pricing strategy and development impact,
- Analyse financial outcomes, define pricing strategy and development impact,
- Manage the funding process in conjunction with the legal and post investment department,
- Negotiate documentation or legal terms with all related internal and external stakeholders,
- Undertake the collection of project documents once the deal is approved by respective committees,
- Ensure the communication reaches the client once the deal is approved.
Experience/Skills Required:
Minimum of 5 years' experience in deal-making, preferably with exposure to tourism, hospitality, or related sectors.
Deal origination to source quality deals,
Network building and use of professional relationships to yield a flow of quality leads,
PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint,
Understanding the mandate and investment guidelines,
Should possess good analytical and modelling skills and be able to apply financial modelling methodologies,
Develop and market Tourism and Fund products to potential clients and stakeholders,
Should possess amongst others the following skills in order to be able to conduct due diligence exercise:
- Accounting and/or auditing, law, tax;
- Should be able to gather data from all relevant sources, including industry experts;
- Be able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
- Have good writing skills;
- Be able to identify risks and recommend relevant risk mitigants;
- Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances;
- Ability to negotiate terms and conditions of investment to minimize risk in each transaction;
- Communication and presentation skills to present investment reports to various committees for approval.
Qualifications Required:
- Com Degree (Finance, Accounting, Business Economics);
- Deal structuring and implementation;
- Financial modelling and Business valuation methodologies.
- Preferred
- CA(SA) and/or MBA with demonstrated experience in tourism and/or acquisitions.
Attributes:
Cognitive Competencies
- Analysis and Attention to Detail
- Creative / Innovation
- Judgement and Decision Making
- Problem Solving & Learning Agility
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Time and Self- Management
Interpersonal Competencies
- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Teamwork
Please Note: Should you not receive feedback within 3 months, please consider your application as unsuccessful.
Desired Skills:
- Investment Associate
- deal maker
- source deals
- DFI
- Development Financial Institution
- due dilligence
- manage funding process
- analyse
- analyze
- tourism sector
- hospitality sector
- deal origination
- Financial Modelling
- business valuation methodologies
- deal structuring and implementation
- BCom degree
Desired Work Experience:
- 2 to 5 years Investments, Insurance & Assurance
- 2 to 5 years Investment Management
Desired Qualification Level:
About The Employer:
DFI
Employer & Job Benefits:
- Medical Aid
- Provident Fund
