Investment Associate, Johannesburg
Finance / Accounting
Johannesburg – Gauteng
Investment Associate
Johannesburg
Outline
Deadline – 18 May 2026
- Reports to the Fund Manager
About the Position:
To ensure the fund achieves its investment goals, customer service, business growth and client retention objectives by sourcing deals and managing the entire process from origination through to disbursement.
Responsibilities:
- Source deals, assess their viability and prepare submission report to the credit committee,
- Prepare submission to relevant committee for Due Diligence approval,
- Compile a Due Diligence work plan, negotiate a lending project term sheet and structure the deal to meet the client requirements, all under the supervision of the Investment Principal,
- Post DD approval, conduct technical research and provide input on the deal structure,
- Maintain responsibility of the transaction, preparation of project appraisal to risk,
- Leverage funding structure that suits the client and minimizes exposure,
- Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval,
- Establish and manage relationships with clients, financial institutions, sector players and other counterparties for originating and sourcing of the deals,
- Product development: establish innovative structured finance solutions for clients,
- Analyse financial outcomes, define pricing strategy and development impact,
- Manage the funding process in conjunction with the legal and post investment department,
- Negotiate documentation or legal terms with all related internal and external stakeholders,
- Undertake the collection of project documents once the deal is approved by respective committees,
- Ensure the communication reaches the client once the deal is approved.
Minimum Experience/Skills Required:
- Minimum of 5 years’ experience in a deal making environment,
- Deal origination experience to source quality deals,
- Network building and use of professional relationships to yield a flow of quality leads,
- PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint,
- Understanding mandates and investment guidelines,
- Should possess good analytical and modelling skills and be able to apply financial modelling methodologies,
- Business development and marketing Fund products.
Should possess amongst others the following skills to be able to conduct due diligence exercise:
- Accounting and/or auditing, law, tax;
- Should be able to gather data from all relevant sources, including industry experts;
- Be able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
- Have good writing skills;
- Be able to identify risks and recommend relevant risk mitigants;
- Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances;
- Ability to negotiate terms and conditions of investment to minimize risk in each transaction;
- Communication and presentation skills to present investment reports to various committees for approval
Qualification Requirements:
- B. Com Degree (Finance, Accounting, Agricultural Economics, Business Economics);
- Deal structuring and implementation;
- Financial modelling and Business valuation methodologies.
Preferred
- CA and/or MBA with agriculture/acquisition transaction background
Personal Attributes:
Cognitive Competencies
- Analysis and Attention to Detail
- Creative / Innovation
- Judgement and Decision Making
- Problem Solving & Learning Agility
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Time and Self- Management
Interpersonal Competencies
- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Teamwork
Please Note: Should you not receive feedback within 3 months, please consider your application as unsuccessful.
