Investment Associate,Private Equity,CAPE TOWN, CTC circa R1.5M

Trafalgar Recruitment; Wes-Kaap; On-site; ZAR 1,350,000 - 1,650,000; Full time

Job summary

An established industry player is seeking a dynamic Associate to join their team in the exciting world of Private Equity. This role focuses on financial modeling and investment analysis, providing a unique opportunity to work closely with a prestigious firm. As an Associate, you will develop and maintain financial models, support investment evaluations, and prepare comprehensive reports for decision-making. With a strong emphasis on analytical skills and attention to detail, this position offers a chance to contribute significantly to the success of high-stakes transactions. If you are passionate about finance and eager to make an impact, this opportunity is perfect for you.

Qualifications

• 2-3+ years of financial modeling and investment analysis experience.
• Strong academic record in relevant fields is essential.

Responsibilities

• Develop and maintain financial models and analyses for investment evaluation.
• Prepare investment screening reports and present investment proposals.
• Manage due diligence exercises and analyze industry trends.

Skills

Financial Modeling

Investment Evaluation

Scenario Analysis

Data Analysis

Transaction Structuring

Financial Report Writing

Legal Documentation Management

Education

Undergraduate degree in Accounting

Undergraduate degree in Business

Undergraduate degree in Mathematical Finance

Undergraduate degree in Engineering

Job description

We are recruiting a dynamic, hardworking and results driven Associate to join our client and be part of their success story. Our client, an established and prestigious Private Equity player in South Africa is looking to appoint an Associate, focusing on financial modeling, to work directly with the team.

JOB TITLE: Private Equity: Associate

ROLE AND RESPONSIBILITIES

The successful applicant would have these skills:

1. Develop, build and maintain financial models and analyses
2. Support in investment evaluation, implementation and execution of transactions
3. Equity financial modelling and scenario analysis – develop and build financial models, including sensitivity scenarios and analysis, market comparables and returns analysis.
4. Understand risks and value drivers in terms of equity modelling and returns.
5. Evaluation of financing/funding options incorporated into equity financial modelling.
6. Transaction structuring and tax planning
7. Preparation of Investment Committee and Board Packs, present investment opportunities.
8. Collect and analyse data in terms of key value drivers of an investment opportunity, business or sector.
9. Scoping, supporting and managing due diligence exercises.
10. Prepare investment screening reports, Financial report writing, presentation of investment proposals.
11. Read, review, manage and understand legal deal and transaction documentation.
12. Analyse Industry trends and viability
13. Investment reporting and monitoring
14. Evaluation of equity investment opportunities

EXPERIENCE

2 to 3+ years excellent financial modelling [ top proficiency required], valuations, financial/investment analysis experience with an investment/engineering/advisory firm, Investment Bank or related fields.

Added Advantage: Private Equity, Transaction Experience, Project Finance, Transaction Services, Investment Banking

QUALIFICATIONS

Undergraduate degree in Accounting, Business, Mathematical Finance or Engineering combined with Business degree (or equivalent)

Strong academic record

CTC: CIRCA R1.5M

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Staffing and Recruiting