Investment Officer

Hire Resolve; Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading Financial Services company is seeking an experienced Investment Officer to join their team in Durban. The role focuses on driving growth in SME finance through client engagement, financial modeling, and relationship management. Candidates should hold a relevant bachelor's degree and have at least two years of finance-related experience. A competitive salary is offered based on experience.

Qualifications

• Bachelor’s degree with at least a second-year level of Financial Accounting or equivalent.
• At least two years of experience in business investment or finance-related role.
• Experience in auditing, banking, or financial accounting is beneficial.

Responsibilities

• Conduct research to identify potential clients and partners.
• Represent the company at networking events and industry forums.
• Evaluate financial health of investment targets through due diligence.
• Develop financial models for revenue and risk analysis.
• Create reports summarizing findings for stakeholders.
• Structure and negotiate financing solutions for optimal returns.
• Maintain relationships with key stakeholders in the SME market.
• Monitor and assess performance of client portfolios.
• Stay informed about market trends and regulations.

Skills

SME finance

Financial modeling

Due diligence

Relationship management

Education

Bachelor's degree in Accounting or Finance

Job description

Description

A leading Financial Services company is seeking an experienced Investment Officer with strong experience in SME finance preferably in business investment financial accounting or auditing to join their team in Westville. This is a stimulating opportunity for a commercially astute Investment Officer to drive growth across new lines by identifying potential clients, structuring and negotiating viable financing solutions, and building and maintaining relationships with key stakeholders in the broader SME market.

Responsibilities

• Conduct research to identify and target potential clients and partners.
• Represent the company at networking events, conferences, and industry forums.
• Evaluate the financial health of potential investment targets through due diligence.
• Develop financial models for revenue, cost, and risk analysis to inform investment decisions.
• Create detailed reports that summarize findings, risks, and potential returns for stakeholders.
• Structure and negotiate financing solutions to optimize returns based on risk.
• Cultivate and maintain relationships with key stakeholders in the SME market.
• Monitor and assess the performance of client portfolios.
• Stay informed about market trends, economic shifts, and industry regulations.

Requirements

• A bachelor’s degree in Accounting, Finance, or a similar business field with at least a second-year level of Financial Accounting or equivalent.
• At least two years of professional experience in a business investment or finance-related position.
• Experience in auditing, banking, financial accounting, and/or sales and marketing is considered beneficial.

How to apply: Apply for this role today. Contact Adrienne Steyn at Hire Resolve or via LinkedIn. Our client is offering a highly competitive salary based on experience. We will contact you telephonically in 3 days if you are suitable for this vacancy.