Senior Investment Associate

Secondments; Johannesburg; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading financial advisory firm in Johannesburg is seeking a skilled investment professional to manage complex transactions and provide mentorship to a sub-team. The ideal candidate will have over 5 years of experience in private equity or project finance, excellent deal structuring skills, and a BCom degree in Finance or Accounting. This role includes developing business strategies, engaging with stakeholders, and ensuring compliance with investment regulations. Join a dynamic team that values expertise and proactive contributions.

Qualifications

• 5 years similar experience in private equity / project finance / structured finance.
• Experience in deal structuring.
• Ability to manage and oversee project implementations.

Responsibilities

• Execute complex transactions and manage a sub‑team responsible for deal sourcing.
• Develop business development strategies and pursue new business opportunities.
• Lead discussions in negotiating possible solutions and maintain client relations.

Skills

Deal structuring

Project management

Analysis and Attention to Detail

Building Relationships

Negotiation

Education

BCom degree in Finance / Accounting

Job description

Job Purpose

To execute complex transactions and manage a sub‑team responsible for deal sourcing, structuring, and implementation, ensuring that performance targets are achieved.

Additionally, to provide guidance, support, and supervision to sub‑team members, particularly in the execution of complex transactions.

Business Development / Transaction Origination

• Pro‑actively develop business development strategies and pursue new business development through excellent understanding of market and stakeholder networks.
• Identify lucrative market opportunities through an excellent understanding and interpretation of sector analyses, including market structure, supply and demand aspects, competitor environment, gap analysis, and taking actions accordingly.
• Actively participate in formulating, developing and implementing the business development strategy to generate new investment opportunities in the South African BEE financing market.
• Engage in the activities and efforts required for the implementation of the business development plan.
• Conduct business development in response to new markets, products and clients.
• Develop strategic relationships with financial institutions, corporate finance advisors, other intermediaries and BEE groups.
• Participate and represent the company at investment conferences and roundtable discussions.
• Engage in activities that ensure the investment initiatives are in support of broader South African economic development strategies and / or government BEE strategies.

Transaction Execution

• Act independently in all spheres of project management, expert in deal structuring and negotiations.
• Acknowledge experience as a deal maker / transactor both within and outside of the company.
• Mobilize, coordinate and guide internal and external resources to appraise transactions / project / applications.
• Manage and influence internal decision making and transaction processes to obtain investment approval.
• Utilize expert knowledge of BEE market, financial market, macro‑economic environment sector to support, lead team in identifying and suggesting / recommending appropriate mitigation measures on key risk issues.
• Conduct comprehensive due diligence investigations on approved transactions by providing input on scoping and partaking in due diligence exercises with minimal support.
• Recommend, develop, negotiate innovative / optimum / appropriate finance and legal structures for each investment deal ensuring long‑term sustainability / viability of the project to the client and the company.
• Provide advice, guidance to legal department on the commercial terms in the preparation of legal documentation.
• Negotiate with clients / co‑financiers on an acceptable deal structure, financial terms, security to ensure successful deal closure, incorporate and writing reports.
• Ensure the timely execution of legal documents in accordance with approved term sheets.
• Act as a mentor to Investment Associates and Investment Analyst.
• Oversee and manage the implementation of projects through timely disbursements paid out to the satisfaction of the client.
• Provide expertise on structures recommended to FMTPFC and other Investment Committees by Investment Associates.
• Pro‑actively identify potential areas of non‑compliance, increased risk and set‑up / initiate an action programme accordingly.

Deal Sustainability / Risk Management / Portfolio Management

• Responsible for surveillance, compliance, pro‑actively anticipate and implement corrective actions.
• Lead discussions in negotiating possible solutions.
• Make recommendations on effective solutions to sustain client relations in the event of a default without causing a dilution in the asset value of the company.
• Represent the company on Boards of Directors of selected investee companies.

Experience / Skills Required

• 5 years similar experience in private equity / project finance / structured finance.
• Deal structuring experience.
• Project management.
• BCom degree in Finance / Accounting. Post‑graduate advantage.

Cognitive Competencies

• Analysis and Attention to Detail
• Focus & Sustained Attention
• Judgement and Decision Making
• Problem Solving & Learning Agility
• Tolerance of Ambiguity

Intrapersonal Competencies

• Assertiveness
• Drive and Result Orientation
• Decisiveness & Action Orientation
• Ethical Judgment
• Excellent / Quality Orientation
• Resilience and Stress Management
• Rule Orientation
• Time and Self‑Management
• Objectivity

Interpersonal Competencies

• Building Relationships
• Building Strategy Relationships / Networking
• Customer Service Orientation
• Engaging Diversity
• Interpersonal Agility
• Teamwork
• Communication Competencies
• Conflict Management
• Influencing & Impact (incl. Negotiation)
• Presentation and Facilitation
• Verbal and Written Communication
• Persuasiveness / Selling Skills

Functional Competencies

• Anticipating and Managing Change
• Building the Brand
• Business Insight and Risk Awareness
• Commercial and Financial Acumen
• Consulting / Advising
• Environmental Scanning
• Knowledge Sharing