About the position
Post Investment Associate (12-Month Fixed-Term Contract)Location: Durban, KZN
A leading development finance institution is seeking a Post Investment Associate to join its Post Investment Unit on a 12-month fixed-term contract. The successful candidate will be responsible for monitoring and managing an investment portfolio, conducting post-investment due diligence, supporting portfolio risk management initiatives, and ensuring effective oversight of investee companies.
Key Responsibilities
- Conduct post-investment due diligence and monitoring of allocated investment portfolios.
- Perform financial and operational assessments of investee companies.
- Review funding applications from existing investees and prepare recommendations for relevant approval committees.
- Conduct periodic site visits and monitor investee performance.
- Oversee investee compliance with legal, regulatory and governance requirements.
- Perform enterprise valuations, impairment assessments and financial analysis.
- Prepare quarterly portfolio risk reports and investment performance updates.
- Identify potential areas of risk, non-compliance or default and recommend appropriate interventions.
- Support audit processes and engage with internal and external stakeholders.
- Manage relationships with investee companies, consultants and relevant stakeholders.
- Attend investee board meetings where required.
- Provide input into departmental committees and investment discussions.
Minimum Requirements- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- Honours degree in Finance, Accounting or CTA preferred.
- Minimum 5 years’ experience in deal-making, investment management or post-investment portfolio management.
- Experience within corporate finance, private equity, venture capital, development finance or investment banking environments.
- Strong understanding of financial modelling, financial statement analysis and enterprise valuation methodologies.
- Experience managing a diverse investment portfolio and conducting portfolio risk assessments.
- Completed articles or strong audit experience will be advantageous.
- Knowledge of commercial legislation, including taxation, Companies Act, commercial law, litigation and insolvency processes.
- Advanced proficiency in Microsoft Excel, Word and PowerPoint.
- Strong report writing, analytical and presentation skills.
Desired Skills:
- Analytical
- Assessment
- Financial Statement Analysis
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Report Writing
Desired Qualification Level:
About The Employer:
Finance
