Investment Associate Unlisted Investments

About the position

Investment Associate: Unlisted Investments

Salary: All-inclusive remuneration package negotiable
Location: Menlyn, Pretoria

QUALIFICATIONS:

• Honours degree (finance, engineering, legal) and relevant commerce and engineering degree (Minimum qualifications)
• Postgraduate (e.g., Masters) qualifications (Preferred qualifications)
• CFA or CA would be an advantage

EXPERIENCE

• At least 3- 5 years related experience
• FAIS Representative
• Negotiation and deal structuring
• Industry and sectoral research
• Advanced financial modelling skills
• Valuations
• JOB DUTIES:
• Deal screening and preliminary due diligence
• Scoping of due diligence and preparation of scoping report
• Preparation of engagement letter and indicative term sheet
• Conduct of due diligence, Preparation of due diligence report and due diligence file
• Develop industry and sectoral research database
• Preparation of appraisal report

• Development of financial models, including analysis of returns, sensitivities and scenario analysis

• Assist in implementation of transaction.

• Assist in the management of portfolio prudently and enforcing of ESG discipline;
• Risk management and compliance
• Monitor investments and review and analyse performance of investment.
• Client reporting and mentor junior staff
• Key Competencies:
• Interpersonal skills
• Planning and organising
• Presentation skills
• Negotiation and deal structuring skills
• Time Management

Desired Skills:

• Deal screening and preliminary due diligence
• Prepare scoping report
• CFA

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Honours