Senior Investment Manager

Outsourced CFO; Wes-Kaap; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A leading business financier in South Africa is looking for a Senior Investment Manager. This role involves conducting market research, assessing company financials, and creating financial models to guide investment decisions. The ideal candidate will have a BCom degree and 5+ years of experience in business finance or investment roles. Strong negotiation and analytical skills are essential. A commitment to diversity and inclusivity is expected.

Qualifications

• 5 or more years of experience in business investment or finance-related role.
• Experience in auditing, banking, or financial accounting is advantageous.

Responsibilities

• Conduct market research to identify potential clients and strategic partnerships.
• Organise and participate in networking events and conferences.
• Assess financial health and risks of targeted companies.
• Create detailed financial models for investment decisions.
• Draft investment reports communicating findings and risks.

Skills

Relationship building

Strong negotiation skills

Analytical skills

Financial analysis

Business finance knowledge

Education

BCom degree in Accounting, Finance or related field

Job description

We are recruiting on behalf of our client, for a Senior Investment Manager in the investment industry.

Our client is an entrepreneur's financier, empowering small and medium enterprises (SMEs) through tailor-made financing solutions, mentorship, technical assistance, and affordable business premises. They have been in operation for over 40 years and are committed to diversity and inclusivity.

The Senior Investment Manager will be based at their offices in Bellville, Cape Town.

Responsibilities:

• Conducting market research to identify potential clients and strategic partnerships for Business Partners Limited.
• Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks.
• Assessing the financial health and potential risks of targeted companies through comprehensive due diligence.
• Creating detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions.
• Drafting comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders.
• Structuring and negotiating viable financing solutions with targeted companies to optimize returns for Business Partners Limited based on the associated risk.
• Building and maintaining relationships with key stakeholders in the broader SME market.
• Monitoring and evaluating the performance of client portfolios.
• Keeping abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly.

Qualifications & Experience:

• A BCom degree in Accounting, Finance or other business-related field with minimal level of Financial Accounting 2 or equivalent.
• 5 or more years of experience in business investment or a business finance-related role.
• Experience in auditing, banking, financial accounting and/or sales and marketing will be advantageous.

The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills, results focused, analytical with a strong financial background.

Competencies:

• Relating and Networking with People.
• Persuading and influencing.
• Analysing information.
• Delivering Results and Meeting Customer Expectations.
• Entrepreneurial and Commercial Thinking.