Investment Analyst: Multi-Management: Private Markets – Permanent – Pretoria
Finance / Accounting
Pretoria – Gauteng
Investment Analyst: Multi-Management: Private Markets – Permanent – Pretoria
Salary: up to R 1,047,816.00pa (Depending on knowledge, skills and experience)
Purpose of the role:
The objective of the role is to undertake research and provide information and investment ideas to the Associate Fund Principals and Fund Principal
Minimum Requirements and Experience:
- Relevant Bachelor’s degree or equivalent qualification in:
- Investment Management
- Finance
- Economics
- Financial Management
- Accounting
- Postgraduate qualification:
- (Hons, Masters, MBA, etc)
- CFA or CA(SA) would be advantageous
- FAIS RE 05 Certificate or must be obtained within 6 months of employment
- 2 -3 years Investment experience.
- Private Equity, Fund of Funds or Multi-manager experience would be advantageous
- Ability to conduct detailed research on sectors or industries.
- Investment Analysis Skills
- Basic Financial Modelling Skills
Key Performance Areas:
- Deal screening – desktop analysis of investment opportunities
- Preparation of preliminary scoping reports
- Assist the team in complying with the requirements of each stage of the investment process
- Assist the team in planning and coordinating due diligence on potential investment opportunities
- Assist the team with relevant research and information in structuring and pricing of transactions
- Assist the team in preparing term sheets
- Assist the team in preparation of appraisal reports
- Review transaction agreements
- Assist the team in implementation and disbursement process
- Assist the team in the handover of approved transactions to various divisions including portfolio management
- Assist the team in ongoing monitoring of a portfolio of funds, including review of quarterly reports, valuation, risk management, compliance and reporting
- Participate in the exit process for transactions.
NB: Should you not be contacted within 2 weeks of your application, please consider it as unsuccessful.
