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Investment Executive

Cape Town

R 1 500 000 Annually

The role will include but not be limited to the following key responsibilities:

Origination

Helping to review new investment opportunities

Preparing financial models and Investment Committee papers

Investor relations

Preparing investor update presentations

Circulating summarised management accounts information

Assisting with ad hoc investor requests

Portfolio companies

Reviewing and interrogating monthly financial statements and liaising with company CFOs / finance teams to track progress and address any matters arising

Help to implement and track KPIs within portfolio companies and identify areas for financial & operational improvement

Monitoring industry news and financial information on competitors / prospective acquisition targets

Assisting with ad hoc portfolio company projects and requests

Internal operations

Overseeing accounting function of the firm and the company accountants in preparation of financial statements, VAT returns and tax returns

Overseeing administration of investment structures and implementation of new structures for future transactions

Other examples (not exhaustive)

Assisting with AML / KYC requests

Reviewing / issuing NDAs

Reviewing engagement letters and other legal documents

Skills & Experience:

Excellent communication and interpersonal abilities

Proven financial analysis expertise

Proficient in delivering compelling presentations using Microsoft PowerPoint

Advanced modeling skills using Microsoft Excel

Effective multitasking for diverse tasks with competing deadlines

Qualification:

CA(SA) and CFA Charter Holder

Strong academic track record

Contact CORNE JONKER on

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Investment Executive jobs in Cape Town

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