Senior Investment Officer

Objective Personnel; Sandton; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Objective Personnel is seeking a Senior Investment Officer in Sandton, South Africa, to lead market research, due diligence, and investment analysis. You will create detailed financial models, assess risks, draft investment reports, and structure financing solutions for SME clients.

The ideal candidate has a ≥4-year background in investment or business finance, strong negotiation and relationship-building skills, and a proactive, results-driven mindset to optimize returns while navigating

Qualifications

• BCom degree in Accounting, Finance, or related field with Accounting 2 or Finance 2.
• At least 4 years experience in business investment or business finance related role.
• Experience in auditing, banking, financial accounting, and/or sales and marketing advantageous.

Responsibilities

• Conduct market research to identify potential clients and strategic partnerships.
• Organize networking events, conferences, and industry forums to establish and strengthen business networks.
• Assess the financial health and potential risks of targeted companies through comprehensive due diligence.
• Create detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions.
• Draft comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders.
• Structure and negotiate viable financing solutions with targeted companies to optimize returns for the company based on associated risks.
• Build and maintain relationships with key stakeholders in the broader SME market.
• Monitor and evaluate the performance of client portfolios.
• Keep abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly.

Skills

Relationship building

Negotiation

Financial analysis

Networking

Education

BCom Degree in Accounting/Finance

Job description

Exciting opportunity available for a Senior Investment Officer

Reference: BOK004161-CMB-1

Duties & Responsibilities

Qualifications:

• BCom Degree in Accounting, Finance, or other business-related field with Accounting 2 or Finance 2
• 4 or more years experience in business investment or a business finance related role
• Experience in auditing, banking, financial accounting, and/or sales and marketing will be advantageous
• Must have the ability to build and maintain relationships, possess strong negotiation skills, be results-focused, and have a strong financial background

Experience and Duties:

• Conduct market research to identify potential clients and strategic partnerships
• Organize and participate in networking events, conferences, and industry forums to establish and strengthen business networks
• Assess the financial health and potential risks of targeted companies through comprehensive due diligence
• Create detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions
• Draft comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders
• Structure and negotiate viable financing solutions with targeted companies to optimize returns for the company based on associated risks
• Build and maintain relationships with key stakeholders in the broader SME market
• Monitor and evaluate the performance of client portfolios
• Keep abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly