Investment Associate

Afrizan Personnel; Pretoria; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading asset management firm in South Africa is seeking an Investment Associate for their Multi-Management: Private Markets team. The ideal candidate has 4-6 years' experience in the investment management sector and a strong analytical mindset. Responsibilities include sourcing and evaluating investments, conducting due diligence, and preparing proposals. A degree in Finance or related field is required. This role offers a dynamic environment for ambitious professionals.

Qualifications

• 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).
• Commercial awareness, problem-solving ability, and sound judgement.

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.
• Monitor fund portfolios and analyze performance.
• Review quarterly fund reports and valuations.
• Participate in exit processes and portfolio handovers.

Skills

Financial modelling

Analytical skills

Research skills

Communication

Presentation

Report-writing

Education

Honours degree in Finance, Investment Management, Financial Management, Accounting, Business

Master’s degree

Job description

Job Description

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.

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