Menu Close

Johannesburg: Senior Investment And Finance Associate

Senior Investment And Finance Associate

Posted on 2025-02-26

Salary 1000000 Annually

Location

Job Summary

Property Portfolio Structuring Investment Strategy Assist in the formulation of the reporting strategy for EPF/MPOF/SASAII/PFS/ANY OTHER AUM CAPEX Provide support for CAPEX projects in terms: Financing Feasibility studies and financial modelling Review of Debt Finance Assist in developing funding strategy, including mix of type of debt, choice of financiers and hedging strategy. Engage with Bank and Debt Capital Market (DCM) financiers to obtain and maintain funding for acquisition targets / projects. Constantly analyse debt portfolio to ensure optimal funding is being achieved and line with investment strategy and debt guidelines, including: Maintaining targeted mix between financiers and types of funding Ensuring all funding remains within stipulated covenants. Maintaining targeted expiry profile across all debt. Ensuring optimal pricing is obtained across new and existing facilities. Manage hedging positions entered into for investments. Equity Financing Assist in developing equity funding / raising strategy, including timing of capital raises. Prepare capital drawdown schedules for property development projects. On completion of the project, prepare final development cost reconciliations. Assist in preparation of regulatory deliverables. Assist in negotiating and concluding legal agreements related to new investments Fund Forecasts Earnings / Distribution Forecast Liaise with departments to obtain actual and forecast financial figures for consolidation into Platform/Fund Forecast Model. Incorporate debt & equity financing forecasts and acquisition forecasts into Fund Forecast Model. Maintain and report on earnings / distribution forecasts against budgets Review of portfolio/subsidiary management accounts. Cashflow forecast and Capital Management Prepare weekly & monthly and ad-hoc cash flow forecasts to ensure targeted liquidity levels are maintained, large cash flow risks are identified, and risks are timeously responded to. Prepare capital calls to fund new project commitments and co-ordinate share certificates linked to the capital calls. Capital use Recon/forecast Liaise with Finance to prepare monthly capital use reconciliations, to track the utilisation of capital funds and monitor capital surplus/shortfalls. Finance and Tax Advise on accounting treatment for specialised transactions in line with IFRS compliance. Review of monthly management accounts. Review of monthly VAT Returns, as well as Income Tax Returns. Ensure that all related Capital Gains taxes are calculated and paid upon asset realisation. Ensure that all Dividends Withholdings taxes are calculated and paid where applicable for dividend payments to investors. Co-ordinate auditors and audits for the respective funds. Review financial statements and assist with the preparation thereof where required. Reporting Portfolio company performance monitoring. Financial reporting to the Investment Committee, Board, and sub-committees of the board. Prepare the Audit Committee pack. Present the Audit Committee pack and keep track of deliverables. Assist in preparation of the Board pack for various portfolios under management. Oversee and engage with the external audit regarding the timelines and deliverables. Set up and manage post-investment reporting strategy (regulatory, investor, ESG). Portfolio management Portfolio management and tax queries. Financial modelling of investment opportunities (both existing investment or development opportunities). Realisation of investments. Dividend pay-outs management. Skills & Knowledge Required: Master level Microsoft Excel Extensive knowledge of Financial Accounting. Understanding of Economics (Micro and Macro). Understanding of financial analysis. Keeping abreast with industry specific news. Knowledge of entry level tax. Deadline driven and results-orientated. Excellent stress management skills. Excellent business acumen. Excellent Management Accounting skills. Exposure to Commercial Property management, Fund Management, accounting and related reporting will be advantageous. Personal Attributes Problem solving find solutions when emotions are involved. Reality testing be objective; see things as they really are. Impulse control resist or delay impulse to act. Flexibility adapting emotions, thoughts and behaviors. Stress tolerance coping with stressful situation. Attention to detail focus on details, strive for perfection and be well organized. Planning enjoy making detailed plans and long-terms plans.

Senior Investment And Finance Associate position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-02-26 in the Accounting Finance category

Click Go Apply to apply online!


You might also like these jobs in the same area.

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Cape Town City Centre: Senior Project Manager – Investment Data Projects

Job Description This progressive insurance company is on the lookout for an individual to join their projects department as a Senior Project Manager - Investment Data Projects. The suitable candidate will need to have a keen interest in working within the


View Job
Senior Project Manager – Investment Data Projects

Johannesburg: Senior Investment Officer, Houghton

Applicants are required to meet the following criteria: BCom Degree in Accounting, Finance or another business-related field Minimum level of Financial Accounting 2 or equivalent 4 years experience in business investment / business investment structuring E


View Job
Senior Investment Officer, Houghton

Pretoria: Senior Investment Administrator posted by People Dimension

IntroductionA leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesAc


View Job
Senior Investment Administrator

Sandton: Senior Investment Officer posted by EMPIRE RECRUITMENT

Senior Investment Officer!Are you a seasoned investment professional looking for your next big challenge? We have an exciting opportunity with a leading investment firm! Join a dynamic team that manages a hybrid fund investing in Inclusive Financial Instit


View Job
Senior Investment Officer

Sandton: Senior Java Developer – Investment Bank posted by NNW Tech Solutions

Our Investment Bank client is seeking a senior level Java Engineer to join their team. If you have 8+ years of commercial experience in software development, and you`re proficient in Java and related technologies, this could be your next big opportunity. Y


View Job
Senior Java Developer – Investment Bank

Pretoria: Senior Investment Manager (Financial) posted by AtripleA recruitment & temps

Senior Investment Manager (Financial)Location: Pretoria, South AfricaSalary: Market RelatedOur client in the Finance industry is looking for a Senior Investment Manager.Key responsibilities The role`s key purpose is to create sustainable impact through ser


View Job
Senior Investment Manager (Financial)

Western Cape: Senior Project Manager – Investment Data Projects posted by Network Contracting

Job Description  This progressive insurance company is on the lookout for an  individual to join their projects department as a Senior Project Manager - Investment Data Projects. The suitable candidate will need to have a keen interest in wo


View Job
Senior Project Manager – Investment Data Projects

Johannesburg: Senior Investment Analyst posted by Hire Resolve

Position: Senior Investment Analyst (CFA Level I Minimum)Location: Rivonia, JHB, GPThe Senior Investment Analyst will be responsible for conducting in-depth research and analysis on potential investment opportunities across various asset classes, including


View Job
Senior Investment Analyst

Johannesburg: Senior Credit Analyst – Investment Industry posted by Hire Resolve

DescriptionHire Resolve`s client, a leading investment firm in Johannesburg, is seeking a highly skilled and experienced Senior Credit Analyst to join their team. As a Senior Credit Analyst, you will be responsible for assessing the creditworthiness of com


View Job
Senior Credit Analyst – Investment Industry

Johannesburg: Senior Investment Officer, Houghton posted by Sheldon Recruitment and Selection

Applicants are required to meet the following criteria: BCom Degree in Accounting, Finance or another business-related field Minimum level of Financial Accounting 2 or equivalent 4+ years experience in business investment / business investment structuring


View Job
Senior Investment Officer, Houghton

Centurion: Senior Mechanical Design Engineer posted by C3 Resource Investments (Pty) Ltd

Your Role:We are on the lookout for an experienced  talented and motivated Mechanical Design Engineer to be part of our dynamic mechanical engineering team! In this role, you’ll design critical mechanical equipment for process plants. You’


View Job
Senior Mechanical Design Engineer

Western Cape: Senior Recruitment Consultant posted by I Grow Wealth Investments

To qualify for this position, you need:Have a relevant diploma / DegreeMinimum 8 years of recruitment experienceTrack record of excellence in successful quality recruitmentExcellent English communication skillsExcellent interpersonal skills and telephone e


View Job
Senior Recruitment Consultant

South Africa: Senior Accountant – Investment Industry posted by Hire Resolve

Hire Resolve is seeking an experienced Senior Accountant to join a driven and leading Investment company in Namibia!The position reports to the Financial Manager and will have a finance team reporting to him/ her.This Senior Accountant position will be res


View Job
Senior Accountant – Investment Industry

Cape Town: Senior Investment Officer posted by Profession Hub

Our client is searching for a Senior Investment Officer to join their team in Cape Town.Responsibilities:Conducting market research to identify potential clients and strategic partnerships for the organisation.Organising and participating in networking eve


View Job
Senior Investment Officer

Cape Town City Centre: Senior Investment Officer

Our client is searching for a Senior Investment Officer to join their team in Cape Town. Responsibilities: Conducting market research to identify potential clients and strategic partnerships for the organisation. Organising and participating in networking


View Job
Senior Investment Officer

Cape Town City Centre: Senior Business Analyst (International & Linked Investments / Life Products) – (Contract)

Background And Overview The objective of the Investment and Policy Administration (IAP) programme is to deliver a single, integrated cloud-based platform for policy and investment administration services for the Group. The platform is being delivered by th


View Job
Senior Business Analyst (International & Linked Investments / Life Products) – (Contract)

Johannesburg: Senior Investment & Finance Associate

Key Performance Areas - Property Portfolio Structuring Investment Strategy - CAPEX - Review of Debt Finance - Equity Financing - Fund Forecasts Earnings / Distribution Forecast - Cashflow forecast and Capital Management - Capital use Recon/forecast - Finan


View Job
Senior Investment & Finance Associate

Cape Town: Senior Business Analyst (International & Linked Investments / Life Products) – (Contract) posted by PM Connection

Background And OverviewThe objective of the Investment and Policy Administration (IAP) programme is to deliver a single, integrated cloud-based platform for policy and investment administration services for the Group. The platform is being delivered by the


View Job
Senior Business Analyst (International & Linked Investments / Life Products) – (Contract)

Gauteng: Senior Investment & Finance Associate posted by The Hiring House

Key Performance Areas- Property Portfolio Structuring Investment Strategy- CAPEX- Review of Debt Finance- Equity Financing- Fund Forecasts Earnings / Distribution Forecast- Cashflow forecast and Capital Management- Capital use Recon/forecast- Finance and T


View Job
Senior Investment & Finance Associate

Western Cape: Senior Conveyancing Secretary posted by I Grow Wealth Investments

To qualify for this position, you need:Estimate of 5 years of experience as a Conveyancing SecretaryQualifications Matric is requiredParalegal diploma in conveyancing or conveyancing course would be advantageousStrong proficiency in Microsoft Office Suite


View Job
Senior Conveyancing Secretary

South Africa: Senior Project Coordinator_Investment Readiness Accelerator posted by Fetola

Join Fetola and Make a Difference as a Senior Project Coordinator! Apply now for a full-time opportunity based in Cape TownSalary: Market related plus benefitsClosing date: 28 February 2025Our purpose is simple: we help people to start, grow & sca


View Job
Senior Project Coordinator_Investment Readiness Accelerator

Johannesburg: Senior Investment And Finance Associate

Property Portfolio Structuring Investment Strategy Assist in the formulation of the reporting strategy for EPF/MPOF/SASAII/PFS/ANY OTHER AUM CAPEX Provide support for CAPEX projects in terms: Financing Feasibility studies and financial modelling Review of


View Job
Senior Investment And Finance Associate

Error making API request.
Share this to someone who needs a job:
Posted in Uncategorized

More Jobs in Your Area