Investment Associate

Banking, Insurance and Financial Services

Job Location


Job Type

Full Time


Advanced Degree

Total Positions


BEE Position


Job Description

The requirement is for a highly self-motivated and driven investment professional to join a growing private equity company that mainly operates from Johannesburg. This person will be responsible for supporting the two partners in the business with analysing new investment opportunities, monitoring the investment portfolio and reporting to investors and other stakeholders. 

• CA (SA), CFA, MBA, Masters in Finance or similar finance qualification

• 2+ years’ experience in private equity, corporate finance or investment banking
• Excellent relationship building skills and communication abilities
• Ability to work under pressure and ensure daily deadlines are met 
• Individual who can use initiative, take ownership and can question from base principles
• A focused individual who can execute effectively and timeously
• An ambitious and hard-working individual who is also a team player 
• Background in engineering/impact/investing/medical/consumer products would be advantageous

Job Duties

• Analysing investment opportunities, including valuation, building financial models, pricing, due diligence under supervision
• Analysing the ESG risks, impact and opportunities for different investment opportunities
• Presenting investment opportunities to the Investment Committee
• Preparing offer letters, term sheets, investment committee reports and assisting with legal documents review
• Monitoring the performance of investments in the portfolio in line with the investment objectives 
• Reporting on the performance of investments to various stakeholders
• Providing support to the management teams of portfolio companies, under supervision 
• Completing all regulatory exams to be compliant with FAIS
• Assisting with the fundraising efforts, under supervision 

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