POST INVESTMENT ASSOCIATE, JOHANNESBURG

Affirmative Portfolios; Johannesburg; On-site; ZAR 600,000 - 1,000,000; Part time

Job summary

Affirmative Portfolios in Johannesburg is seeking a Post Investment Associate to monitor investment portfolios and conduct post‑investment due diligence. You will support portfolio risk management and perform valuations and impairment calculations for diverse investees.

Responsibilities include site visits, regulatory compliance oversight, and quarterly risk reporting. The role requires strong deal‑making, project management, and financial modelling skills, with an audit background being

Qualifications

• Graduate degree in business/finance or accounting required.
• Honours degree in finance/accounting or CTA recommended.
• Experience in post-investment monitoring and due diligence preferred.

Responsibilities

• Conduct post-investment due diligence and monitor investments in allocated portfolio.
• Perform due diligence on applications for further funding and seek approvals from committees.
• Conduct periodic site visits to investee companies.
• Oversee investee legal compliance and valuations.
• Prepare impairment calculations and quarterly risk analyses.

Skills

Deal making

Project management

Corporate finance/VC experience

Articles or audit experience

Financial modelling

Financial statement analysis

Valuations

Portfolio risk analysis

MS Office (Word/Excel/PowerPoint)

Report writing

Education

B.Com. (Business & Finance/Accounting)

Honours in Finance/Accounting or CTA

Tools

MS Office

Job description

POST INVESTMENT ASSOCIATE

JOHANNESBURG

12 MONTHS FIXED TERM CONTRACT

DEADLINE - 5 November 2026

Department

Post Investments

Reports to

Post Investment Manager

Overview

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 statues and regulations (e.g. Taxation, Companies Act, Commercial Law, Litigation and Insolvency Law);
• In-depth experience in financial modelling;
• Ability to analyse and interpret financial statements;
• Conduct enterprise valuations and exits on large complex deals;
• Proven track record of managing a diverse investment portfolio from a post investment perspective;
• Various industry sectors 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 Requirements

• 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 organisation – ability to work independently unsupervised.
• Maintain high levels of work standards

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