Location: Pretoria, Gauteng
Employment Type: Permanent
Overview
A leading investment and asset management organisation is seeking an experienced Investment Portfolio Associate to support the management and optimisation of a portfolio of unlisted investments. The successful candidate will be responsible for monitoring portfolio performance, conducting financial and risk analysis, managing stakeholder relationships, and contributing to value-creation initiatives across investee companies.
Key Responsibilities
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Monitor and evaluate the performance of portfolio investments.
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Analyse annual financial statements, management accounts and operational reports.
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Identify investment risks and provide early warning indicators with recommended corrective actions.
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Prepare investment monitoring reports and portfolio review documentation.
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Support portfolio actions including restructurings, follow-on investments, debt conversions, amendments and waivers.
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Build and maintain strong relationships with portfolio companies and key stakeholders.
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Conduct industry and sector research to identify risks, trends and growth opportunities.
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Contribute to value creation initiatives and support successful investment exits.
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Assist with investment performance analysis and strategic portfolio management activities.
Minimum Requirements
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Bachelor's Degree in Finance, Commerce, Engineering, Economics, Legal Studies, or a related field.
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4-5 years' experience within:
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Private Equity
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Venture Capital
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Development Finance
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Corporate Finance
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Investment Banking
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Investment Advisory
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Asset Management
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Experience analysing and monitoring unlisted investments.
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Strong financial modelling and valuation skills.
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Sound understanding of investment and credit risk assessment.
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Advanced financial statement analysis capabilities.
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Proven ability to assess investment performance and make commercially sound recommendations.
Preferred Qualifications
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Honours or Postgraduate qualification in Finance, Commerce, Economics or a related field.
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CFA, CA(SA), or equivalent professional investment qualification.
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RE5 certification or willingness to obtain within a specified timeframe.
Key Competencies
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Exceptional analytical and problem-solving skills.
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Strong report writing and presentation abilities.
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Stakeholder engagement and relationship management skills.
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Negotiation and influencing capability.
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High attention to detail and commercial acumen.
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Ability to manage multiple priorities and work effectively under pressure.
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Self-driven, collaborative and solutions-oriented approach.
Desired Skills:
- Assessment
- Financial Statement Analysis
- Negotiation
- Relationship Management
- Report Writing
- Valuations
- Investment Analysis
Desired Qualification Level:
- Degree
About The Employer:
Investments
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