Investment Associate (Transactions / Portfolio Monitoring / Analysis) – Cape Town, South Africa

Investment Associate (Transactions / Portfolio Monitoring / Analysis) – Cape Town, South Africa

Reference Number: LC02

Job Description:

A leading, African Investment company is looking for an Investment Associate to join their team. The Investment Associate will provide support to the Investment Team in the execution of transactions, as well as in the monitoring of the investment portfolio. The incumbent will be required to prepare, analyze, explain and model historical and projected financial data relating to the portfolio.

The Investment Manager reports to the Investment Directors.

Key responsibilities:

• Assists in researching and analyzing information and recommendations regarding the investment portfolio and / or investment opportunities.
• Assists with portfolio monitoring and reporting.
• Development and interpretation of finance models, including the use of macros.
• Financial analysis, review of financial statements and valuations and explain performance variances.
• Support deal identification and origination, identify and escalate relevant transaction dynamics to support decision-making.
• Input and analysis of potential financing structures.

Qualifications, experience, and skills:

• Honors Financial degree or equivalent.
• 2+ years’ experience with Private Equity, Investment Banking (M&A Corporate Finance or Project finance), at a “Big Four” auditing firm, Management Consultant or similar.
• Strong financial modelling skills.
• Financial acumen – demonstrate knowledge of and insight into financial principles and identify inconsistencies in data.
• Excellent verbal and written communication and presentation skills.
• Ability to apply sound business judgment.
• Analytical, pragmatic, and creative approach to problem-solving.
• Desktop research capability.
• Technically proficient in Advanced Excel, Word, and PowerPoint essential.
•  Ability to plan and prioritize effectively.
• Commercial orientation with attention to detail.
•  Team player.

If you wish to apply for the position, please send your CV to Linda Carstens at [email protected]

Please visit www.caglobalint.com for more exciting opportunities.

Linda Carstens

Recruitment Consultant

CA Global Finance

CA Global will respond to short-listed candidates only. If you have not had any response in two weeks, please consider your application unsuccessful. However, your CV will be kept on our database for any other suitable positions.

CA Global Headhunters is an international staffing company with a specific focus on recruitment in Africa. Our extensive, diverse candidate network built up over 10 years comprises the most skilled and experienced candidates. We recruit talent of the highest standards across African sectors, including Mining, Oil & Gas, Engineering, Banking, Finance, Legal, Insurance, Commodities, and Agriculture. As African markets continue to grow and develop, so too does our skill and expertise, ensuring that we deliver the best service to both clients and candidates.

Thanks to our access to global networks and resources, we understand our clients’ cultures, operations, business strategies, and industries. We are always on par with the latest technologies and trends which assist us in sourcing the best talent for clients. Whatever stage of the project lifecycle, we can put forward the right candidates with the right skills.