POST INVESTMENT ASSOCIATE, DURBAN

Affirmative Portfolios; Durban; In loco; ZAR 900.000 - 1.300.000; Tempo pieno

Descrizione del lavoro

Affirmative Portfolios in Durban seeks a Post Investment Associate to monitor the investment portfolio, manage portfolio recoveries and support restructuring with strong risk governance.

You will conduct post‑investment due diligence, monitor investee performance, perform valuations and impairment calculations, and report quarterly risk to internal and external stakeholders, while liaising with auditors and board members as needed.

Competenze

• Graduate degree – minimum B.Com. (Business and Finance, Accounting).
• Honours degree – B.Com. (Finance, Accounting or CTA).
• Minimum 5 years deal making/investment experience.

Mansioni

• The primary role is post investment due diligence and monitoring of investments in your allocated portfolio.
• Conduct due diligence on applications from investees for further funding and obtain approval from committees per DOA.
• Perform periodic site visits to investee companies.
• Oversee investee legal compliance.
• Conduct investee valuations and impairment calculations.
• Prepare quarterly risk analysis and reporting of investee companies (internal and external).
• Liaise with internal and external audit departments.
• Manage the mentor panel of consultants per investment.
• Monitor and report Empowerment Dividend data.
• Identify potential areas of non-compliance and flag defaulting clients early.
• Attend investee board meetings as required.
• Attend internal departmental committee meetings when necessary.

Conoscenze

Deal making

Investment experience

Project management

Corporate finance

Venture capital

Audit experience

Financial modelling

Financial analysis

Valuations

Risk analysis

Excel

PowerPoint

Report writing

Negotiation

Board influence

Formazione

B.Com. (Finance/Accounting)

B.Com. (Honours/CTA)

Strumenti

MS Word

MS Excel

PowerPoint

Descrizione del lavoro

POST INVESTMENT ASSOCIATE

DURBAN

12 MONTHS FIXED TERM CONTRACT

OUTLINE

Department – Post Investment

Reports to – The Post Investment Manager

About the position

To monitor the investment portfolio, portfolio recoveries and restructuring as well as effective portfolio risk management.

Responsibilities

• The primary role is to conduct post investment due diligence and monitoring of investments in your allocated portfolio;
• To conduct due diligence on application from investees for further funding and obtain approval from the relevant committees per DOA;
• Periodic site visits to investee companies;
• Oversee investee legal compliance;
• Investee valuations and impairment calculations;
• Quarterly risk analysis and reporting of investee companies (internal and external);
• Liaison with internal and external audit departments;
• Manage the mentor panel of consultants per investment;
• Monitor and report back on Empowerment Dividend data;
• Early identification / flagging of potential areas of non-compliance and defaulting clients;
• Attend investee board (if nominated) as and when required;
• Attend internal departmental committee meetings as and when necessary.

Minimum Experience/Skills Required

• At least 5 years’ deal making/investment experience;
• Strong Project Management and Corporate Finance and/or Venture Capital experience (minimum of 5 years);
• Completed articles or have strong audit experience;
• Good working knowledge of key commercial statutes and regulations (e.g. Taxation, Companies Act, Commercial Law, Litigation and Insolvency Law);
• Financial modelling;
• Ability to analyse and interpret financial statements;
• Conduct enterprise valuations and execute exits on large, complex deals/transactions
• Proven track record of managing a diverse investment portfolio from a post investment perspective;
• Various industry sector experience;
• Portfolio risk analysis experience;
• PC: MS Word, Excel and PowerPoint competency at an advanced level;
• Strong report writing skills;
• Understanding of enterprise valuation and exit valuation methodologies from a post investment perspective.

Qualifications Required

• Graduate degree – minimum B.Com. (Business and Finance, Accounting)
• Honours degree – B.Com. (Finance, Accounting or CTA)

Personal Attributes

• Self-starter and initiator
• Superior negotiating skills
• Strong ability to influence experienced entrepreneurs at board level
• Output driven
• Attention to detail, Quality conscious, Thoroughness
• Meeting customer needs
• Managing relationships
• Analytical and superior judgement
• Effective communication
• Confidentiality/integrity
• Personal organization, ability to work independently and unsupervised
• Maintain high levels of work standards

Please Note: Should you not receive feedback within 3 months, please consider your application as unsuccessful.