Investment Associate, Johannesburg

INVESTMENT ASSOCIATE

Johannesburg

FIXED-TERM 12 MONTHS CONTRACT

DEADLINE – 5 November 2026

Reports to – Fund Manager

Overview:

To source and execute deals, support business development as well as maintain client relationships.

Responsibilities:

Business development/ transaction origination

Support business development initiatives.

✓ Develop and maintain clients’ network and relationships

✓ Develop and maintain client portfolio to source transactions

✓ Consult with BEE groups, intermediaries, lending institutions and other stakeholders

✓ Explore opportunities for new investments through networking

✓ Actively participate in business development initiatives

✓ Contribute to the development of a business development strategy

✓ Start to build networks within BEE market

·         On deal flow start to build reputation as an acknowledged/successful deal maker

Transaction execution

•                    Applies standard project management skills of resource utilization, process management independently but still needs advice / assistance on deal structuring techniques and negotiation skills

✓ Mobilize, coordinate and guide internal and external resources to appraise project/deals

✓ Manage and influence internal decision making and project processes to obtain investment approval

✓ Develop a broad knowledge of (of corporate finance/private equity macro environment, sector, specific transaction) to support team in identifying and recommending appropriate mitigation measures on key risk issues

✓ Partake in due diligence exercises, using approved processes and principles as outlined in the due diligence scope

·         With assistance recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long term sustainability/ viability of the project to the benefit of the client

·         With assistance utilize knowledge of project deal structuring in compiling paralegal documents such as term sheets

·         With assistance support negotiate with clients/co-financiers on an acceptable deal / project structure financial term, security to ensure successful deal closure

·         With support oversee the finalization of legal agreements pertaining to the transaction/project

Minimum Experience/Skills Required:

•                    Minimum of 3 years’ experience

•                    Deal structuring

•                    Project management

•                    A generalist in the area of corporate finance with some experience in private

equity

Qualifications Requirement:

•                    Graduate degree, preferably a BCom Accounting, CA, CFA or equivalent

Personal Attributes:

Cognitive Competencies

•                    Analysis and Attention to Detail

•                    Conceptual / Big Picture Thinking

•                    Creative / Innovation

•                    Focus & Sustained Attention

•                    Judgement and Decision Making

•                    Problem Solving & Learning Agility

Intrapersonal Competencies

•                    Assertiveness

•                    Drive and Result Orientation

•                    Decisiveness & Action Orientation

•                    Ethical Judgement

•                    Excellent / Quality Orientation

•                    Resilience and Stress Management

•                    Rule Orientation

•                    Time and Self- Management

•                    Objectivity

Interpersonal Competencies

Building Relationships

Customer Service Orientation

•                    Engaging Diversity

•                    Interpersonal Agility

•                    Teamwork

Please Note: Should you not receive any feedback within 3 months, please consider your application as unsuccessful.