Investment Associate

Purpose of the role As part of the Multi-Management: Private Markets team; the incumbent will assist the Head of Multi-Management: Private Markets in providing leadership and strategic vision for the fund investment business Requirements: BCom/BBusSci (Hons) Financial Management, Finance, Investment Management or BSc (Hons) or related equivalent qualification Post graduate qualification (Masters, MBA, etc.). CFA or CA(SA) would be advantageous 3 to 5 years investment experience. Private equity, Fund of Funds or multi-manager experience would be advantageous Private equity industry knowledge FAIS RE 05 Certificate or must be obtained within 6 months of employment Duties: Deal sourcing – assist in identifying investment partners and opportunities Deal screening – desktop analysis of investment opportunities Preparation of preliminary scoping reports Assist the transaction lead throughout the whole investment process Assist in conducting and coordinating due diligence on potential investment opportunities Assist the transaction lead in structuring and pricing of transactions Assist the transaction lead in negotiation of term sheets Preparation of appraisal reports Review and comment on transaction agreements Participate in the implementation and disbursement process Assist the transaction lead in the handover of approved transactions to various divisions including portfolio management Ongoing monitoring of a portfolio of funds, including review of quarterly reports, valuation, risk management, compliance, and reporting Participate in the exit process for transactions Competencies and skills: Investment Analysis Basic Financial Modelling Skills Planning and Organising Skills Time management Research and Analytical Skills Commercial Skills Writing and Presentation Skills Interpersonal and Communication Skills Problem solving