Investment Officer

Outsourced CFO; Cape Town; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading investment management firm in Cape Town seeks an Investment Officer to conduct market research, assess financial risks, and structure financing solutions. You will be part of a dynamic team focused on empowering SME entrepreneurs through tailored financial strategies. Ideal candidates have a BCom degree and experience in business investment. Competitive salary and professional growth opportunities are offered.

Qualifications

• 3+ years of experience in business investment or finance-related role.
• Experience in auditing, banking, or financial accounting is advantageous.
• Strong negotiation skills, analytical abilities, and results-focused.

Responsibilities

• Conduct market research to identify potential clients.
• Organize networking events and build business networks.
• Assess financial health and risks through due diligence.
• Draft detailed investment reports for stakeholders.
• Structure and negotiate financing solutions for clients.
• Monitor and evaluate client portfolio performance.

Skills

Financial analysis

Financial modeling

Due diligence

Risk assessment

Investment reporting

Business development

Strategic partnerships

Market research

Regulatory knowledge

Relationship building

Networking skills

Negotiation skills

Analytical thinking

Education

BCom degree in Accounting or Finance

Job description

Overview

Our client is a purpose-driven SME investor that empowers entrepreneurs through customized financing solutions, mentorship, technical assistance, and accessible business premises. With a strong belief in the power of entrepreneurship, they are committed to building a world-class investment team that delivers real value to the SME sector. They are looking for an investment officer to join their investment team who will;

Responsibilities

• Conduct market research to identify potential clients and strategic partnerships for the Company.
• Organize and participate in networking events, conferences, and industry forums to establish and strengthen business networks.
• Assess the financial health and potential risks of targeted companies through comprehensive due diligence.
• Create detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions.
• Draft comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders.
• Structure and negotiate viable financing solutions with targeted companies to optimize returns for the Company based on the associated risk.
• Build and maintain relationships with key stakeholders in the broader SME market.
• Monitor and evaluate the performance of client portfolios.
• Keep abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly.

Requirements

• A BCom degree in Accounting, Finance or other business-related field with minimal level of Financial Accounting 2 or equivalent.
• 3 or more years of experience in business investment or a business finance-related role.
• Experience in auditing, banking, financial accounting and / or sales and marketing will be advantageous.
• The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills, results focused, analytical with a strong financial background.

Competencies

• Relating and networking with people.
• Persuading and influencing.
• Analyzing information.
• Delivering results and meeting customer expectations.
• Entrepreneurial and commercial thinking.

Additional Information

• Financial analysis
• Financial modeling
• Due diligence
• Risk assessment
• Investment reporting
• Financial accounting
• Portfolio monitoring
• Business development
• Strategic partnerships
• Market research
• Regulatory knowledge
• Economic awareness
• Stakeholder management
• Relationship building
• Networking skills
• Negotiation skills
• Analytical thinking