Investment Associate (Credit Fund)
Posted on 2025-01-31
Job Summary
CREDIT FUND INVESTMENT ASSOCIATE – Century City, Cape Town
Competitive Package on Offer based on Qualification and years of relevant experience!
Our Client, a reputable and award-winning Investment Firm is currently seeking to appoint an Credit Fund Investment Associate to join their dynamic and growing team of investment professionals.
One would describe you as being a numerically inclined problem solver who has the ability to analyse complex information whilst identifying risk.
You are a highly articulate, self-motivated professional who has a committed work ethic, drive for excellence and the ability to perform well under deadline pressure.
Key duties and responsibilities:
- Sector Research: Stay abreast of industry and / or sector developments
- Deal Origination: Build and maintain a network of deal sources within the early-stage investment ecosystem that regularly introduce high quality opportunities into the fund’s pipeline
- Deal evaluation: Manage a pipeline of potential investments at different stages of the screening process, with senior support. Apply `Edge`s investing methodology to craft a high-level investment thesis and together with financial evaluation and investment structuring, motivate transactions to the rest of the deal team
- Project Management: Executing all of the above within a strongly project managed work process is essential
- Deal execution, with support from senior support:
Project Information Mémorandum (“PIM“) :
- Strong writing skills and can manage the document preparation and PIM process with limited supervision and editing to agreed-upon time frames
- PIM preparation with a little editing to their contribution
Due diligence:
- Undertake focused research and analysis as part of the due diligence process to understand the upside potential of the Renewable Energy projects (including executing fundamental strategic analysis and applying sound business judgment to assess the market opportunity, the business model, and core team)
- Analyse historical financials and conduct financial modelling in order to assess the ability to service the debt including some sensitivity analysis
- Detailed financial modelling per the Company’s Financial Modelling and Project Finance Standards
- Own the responsibility of running the financial, commercial and tax workstreams with the Due Diligence process
Closing:
- Support the senior team in managing the process of:
- Drafting, negotiation and execution of legal agreements
- Effective transaction hand-over process and ongoing collaboration with PIM and Administration teams
- Track market developments/press coverage and provide regular summary reports
- Assisting with ad hoc duties as required by or assigned by Management and Senior Team
- Work closely with the Community Trust and internal ESG team to monitor the governance and implementation plan executed within the agreed timelines with the target borrower
Qualifications & Experience:
- Qualified CA (SA) | CFA | MBA | Relevant Masters Qualification
- 2-3 Years proven credit fund experience gained in leading transactions within the unlisted/private markets sector including:
- Assessing opportunities for mandate fit
- Playing a key role in the DD process
- Managing external service providers such as legal, insurance and technical advisors
- Negotiating terms and translating these into agreements
- Preparing reports and leading Credit Committees through the merits and risks identified in transactions
- Financial modelling experience
- Solid knowledge of MS Excel and MS Office as a whole
- Strong qualitative and quantitative valuation/analytical/financial skills
- Strong interpersonal, teamwork and natural leadership skills
To apply for this position, please email a detailed copy of your CV to: Nicole Spamers: Elev8
Investment Associate (Credit Fund) position available in South Africa, South Africa. This job position was posted by Elev8. The job has been posted as a premium ad on 2025-01-31 at 09:09:11 in the Finance Accounting 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
South Africa: Credit Fund Investment Associate
CREDIT FUND INVESTMENT ASSOCIATE Century City, Cape Town Competitive Package on Offer based on Qualification and years of relevant experience Our Client, a reputable and award-winning Investment Firm is currently seeking to appoint an Credit Fund Investmen
View Job
Credit Fund Investment Associate
Durban: Advisor Liaison Consultant – Retail Investments posted by Rory Mackie & Associates
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their clients investments. Our client adv
View Job
Advisor Liaison Consultant – Retail Investments
Johannesburg: Advisor Liaison Consultant – Retail Investments posted by Rory Mackie & Associates
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their clients investments. Our client adv
View Job
Advisor Liaison Consultant – Retail Investments
Pretoria: Advisor Liaison Consultant – Retail Investments posted by Rory Mackie & Associates
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their clients investments. Our client adv
View Job
Advisor Liaison Consultant – Retail Investments
Cape Town: Fund Accountant – Post Investment Monitoring posted by Rory Mackie & Associates
Our client is looking for a competent and skilled Fund Accountant to be part of the Post Investment Monitoring (PIM) team who can ensure, on a regular basis, that their fund liabilities are reconciled to their fund assets, track loan covenants and support
View Job
Fund Accountant – Post Investment Monitoring
Cape Town: Investment Client Onboarding Manager posted by Rory Mackie & Associates
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts a
View Job
Investment Client Onboarding Manager
Cape Town: Quality Control Administrator – Retail Investments posted by Rory Mackie & Associates
Our client, a leading Global Asset Manager, is seeking to appoint a Quality Control Administrator. This position will form part of their Quality Control team. The Quality Control team is responsible for the quality checking of client instructions (forms) a
View Job
Quality Control Administrator – Retail Investments
Cape Town: Advisor Liaison Consultant – Retail Investments posted by Rory Mackie & Associates
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their clients investments. Our client adv
View Job
Advisor Liaison Consultant – Retail Investments
Cape Town: Estate Late Administrator – Retail Investments (Lisp) posted by Rory Mackie & Associates
Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our clients Investment Pla
View Job
Estate Late Administrator – Retail Investments (Lisp)
Cape Town: Financial Accountant (Investment Management) (Saipa, Cgma Or Cima) (12-Month Contract) posted by Rory Mackie & Associates
Purpose of the role: To do all the bookkeeping, preparing management accounts for our clients business and assist the CFO with other areas outside of the financial role, e.g. compliance including FICA. Responsibilities:Monthly and daily tasks will include:
View Job
Financial Accountant (Investment Management) (Saipa, Cgma Or Cima) (12-Month Contract)
Cape Town: Specialist Consultant – Retail Investments (Lisp) posted by Rory Mackie & Associates
Overview:Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on mod
View Job
Specialist Consultant – Retail Investments (Lisp)
Cape Town: Transfers And Onboarding Consultant – Retail Investments (Lisp) posted by Rory Mackie & Associates
Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Volunt
View Job
Transfers And Onboarding Consultant – Retail Investments (Lisp)
Cape Town: Transfers And Onboarding Consultant – Retail Investments (Lisp) posted by Rory Mackie & Associates
Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Volunt
View Job
Transfers And Onboarding Consultant – Retail Investments (Lisp)
South Africa: Investment Associate (Credit Fund) posted by Elev8
CREDIT FUND INVESTMENT ASSOCIATE – Century City, Cape TownCompetitive Package on Offer based on Qualification and years of relevant experience! Our Client, a reputable and award-winning Investment Firm is currently seeking to appoint an Credit F
View Job
Investment Associate (Credit Fund)
Johannesburg: Associate, Finance & Investments
Who we looking for: Qualifications: CIMA, Finance or Accounts Honours. Characteristics: Energetic, ambitious, smart, adventurous, ethical. Experience: 3-5 years relevant experience post studies. Role: - Assisting FD in reporting and general finance functio
View Job
Associate, Finance & Investments