Job Description

Post Investment Associate, KZN Finance
KwaZulu Natal

POST INVESTMENT ASSOCIATE

KWA ZULU, NATAL

SALARY MARKET RELATED

OUTLINE

Reports to Post Investment Manager

Department Post Investment

Key Responsibilities:

• The primary role is to conduct post investment due diligence and monitoring of investments in your allocated portfolio.
• To conduct due diligence on application from investees for further funding and obtain approval from the relevant committees per DOA.
• Periodic site visits to investee companies.
• Oversee investee legal compliance.
• Investee valuations and impairment calculations.
• Quarterly risk analysis and reporting of investee companies (internal and external).
• Liaison with internal and external audit departments.
• Manage the mentor panel of consultants per investments.
• Monitor and report back on Empowerment Dividend data.
• Early identification / flagging of potential areas of non-compliance and defaulting clients.
• Attend investee board (if nominated) as and when required.
• Attend internal departmental committee meetings as and when necessary.

Experience & Skills Required:

• At least 5 years deal making/investment experience.
• Strong Project Management and Corporate Finance and/or Venture Capital experience (minimum of 5 years).
• Completed articles or have strong audit experience.
• Good working knowledge of key commercial statues and regulations (e.g. Taxation, Companies Act, Commercial Law, Litigation and Insolvency Law).
• Financial modelling.
• Ability to analyse and interpret financial statements.
• Conduct enterprise valuations and exits on large complex deals.
• Proven track record of managing a diverse investment portfolio from a post investment perspective.
• Various industry sector experience.
• Portfolio risk analysis experience.
• PC: MS Word, Excel and PowerPoint competency at an advanced level.
• Strong report writing skills.
• Understanding of enterprise valuation and exit valuation methodologies from a post investment perspective

Qualifications:

• Graduate degree minimum B.Com. (Business and Finance, Accounting).
• Honours degree B.Com. (Finance, Accounting or CTA).

Personal Attributes:

• Self-starter and initiator.
• Superior negotiating skills.
• Strong ability to influence experienced entrepreneurs at board level.
• Output driven.
• Attention to detail, Quality conscious, Thoroughness.
• Meeting customer needs.
• Managing relationships.
• Analytical and superior judgement.
• Effective communication.
• Confidentiality/integrity.
• Personal organisation ability to work independently unsupervised.
• Maintain high levels of work standards.

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

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