Investment Associate

Pty; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading asset management firm in Pretoria is seeking an experienced Investment Associate to join their Multi-Management: Private Markets team. The successful candidate will support investment initiatives and contribute to impactful investments. Ideal for analytical thinkers with a background in finance and 4–6 years of relevant experience. Strong communication, financial modeling, and analytical skills are essential for this role.

Qualifications

• 4–6 years' experience in investment management, private equity, or multi-manager environments.
• Solid understanding of private equity industry and market trends.
• FAIS RE5 Certificate or ability to obtain within six months.

Responsibilities

• Assist in sourcing, screening, and evaluating investment opportunities.
• Conduct desktop analyses and due diligence.
• Prepare investment proposals and appraisal reports.

Skills

Financial modelling

Analytical skills

Research skills

Communication

Presentation

Problem-solving

Education

Honours degree in Finance/Investment Management

Master's degree (advantageous)

Job description

Introduction

Are you a driven investment professional with a passion for private markets and a flair for financial analysis?

Our client, a leading asset management firm, is seeking an Investment Associate to join their Multi-Management : Private Markets team.

This exciting opportunity offers the chance to work with some of South Africa's largest institutional funds, contributing to impactful investments across key sectors of the economy. The successful candidate will support the Head of Multi-Management : Private Markets in delivering strategic leadership and executing fund investment initiatives.

This role is ideal for an ambitious, analytical thinker who thrives in a fast-paced investment environment.

Key Responsibilities

• Assist in sourcing, screening, and evaluating investment opportunities.
• Conduct desktop analyses, due diligence, and transaction appraisals.
• Support transaction leads in structuring, pricing, and negotiating deals.
• Prepare investment proposals and appraisal reports for submission.
• Monitor fund portfolios, including performance analysis, risk management, and compliance.
• Review quarterly fund reports and valuations.
• Participate in exit processes and portfolio handovers to relevant divisions.

Requirements

• Honours degree in Finance, Investment Management, Financial Management, Accounting, Business, or related field (Master's degree advantageous).
• 4–6 years' experience in investment management, private equity, fund of funds, or multi-manager environments.
• Solid understanding of the private equity industry and market trends.
• FAIS RE5 Certificate (or ability to obtain within six months).
• Strong financial modelling, analytical, and research skills.
• Excellent communication, presentation, and report-writing abilities.
• Commercial awareness, problem-solving ability, and sound judgement.
• EE Disclaimer: All positions will be filled in accordance with the company's Employment Equity plan.

We encourage people with disabilities to apply.

Application Unsuccessful Disclaimer: If you do not receive feedback within two weeks of your application, please consider it unsuccessful.

Keep an eye on our website and other career sites for future opportunities.