Post-Investment Portfolio Analyst

Affirmative Portfolios; Durban; Vor Ort; ZAR 900.000 - 1.300.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

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

Ausbildung

B.Com. (Finance/Accounting)

B.Com. (Honours/CTA)

Tools

MS Word

MS Excel

PowerPoint

Jobbeschreibung

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.