About the position
Location: Pretoria, Gauteng
Employment Type: Permanent
Overview
A leading investment and asset management organisation is seeking an experienced Investment Portfolio Associate to support the management and optimisation of a portfolio of unlisted investments. The successful candidate will be responsible for monitoring portfolio performance, conducting financial and risk analysis, managing stakeholder relationships, and contributing to value-creation initiatives across investee companies.
Key Responsibilities
- Monitor and evaluate the performance of portfolio investments.
- Analyse annual financial statements, management accounts and operational reports.
- Identify investment risks and provide early warning indicators with recommended corrective actions.
- Prepare investment monitoring reports and portfolio review documentation.
- Support portfolio actions including restructurings, follow-on investments, debt conversions, amendments and waivers.
- Build and maintain strong relationships with portfolio companies and key stakeholders.
- Conduct industry and sector research to identify risks, trends and growth opportunities.
- Contribute to value creation initiatives and support successful investment exits.
- Assist with investment performance analysis and strategic portfolio management activities.
Minimum Requirements
- Bachelor's Degree in Finance, Commerce, Engineering, Economics, Legal Studies, or a related field.
- 4-5 years' experience within:
- Private Equity
- Venture Capital
- Development Finance
- Corporate Finance
- Investment Banking
- Investment Advisory
- Asset Management
- Experience analysing and monitoring unlisted investments.
- Strong financial modelling and valuation skills.
- Sound understanding of investment and credit risk assessment.
- Advanced financial statement analysis capabilities.
- Proven ability to assess investment performance and make commercially sound recommendations.
Preferred Qualifications
- Honours or Postgraduate qualification in Finance, Commerce, Economics or a related field.
- CFA, CA(SA), or equivalent professional investment qualification.
- RE5 certification or willingness to obtain within a specified timeframe.
Key Competencies
- Exceptional analytical and problem-solving skills.
- Strong report writing and presentation abilities.
- Stakeholder engagement and relationship management skills.
- Negotiation and influencing capability.
- High attention to detail and commercial acumen.
- Ability to manage multiple priorities and work effectively under pressure.
- Self-driven, collaborative and solutions-oriented approach.
Desired Skills:
- Assessment
- Financial Statement Analysis
- Negotiation
- Relationship Management
- Report Writing
- Valuations
- Investment Analysis
Desired Qualification Level:
About The Employer:
Investments
