Investment Associate - Western Cape Regional Office

SUMMARY:
A well-established financial services business is seeking to appoint a Investment Associate

POSITION INFO:
Qualifications:

• B Com (Finance, Accounting, Financial Management, Management Accounting) Degree.
• Postgraduate Commerce Degree will be a distinct advantage.

• 3 years’ experience on 2 or more of the following areas: SME funding/deal making/ investment environment, business banking, venture capital environment and/or development finance.
• 3 years’ experience in managing a SME portfolio.
• Good understanding of the investment process especially as it relates to SME funding.
• Basic understanding of the various investment instruments and deal structures applicable to a SME portfolio.
• Good working knowledge of key commercial statutes and regulations (e.g. Tax, Companies Act and BEE legislative environment).
• Ability to perform desk top analysis and risk assessments on applications and put forward compelling written recommendations for consideration.
• Ability to analyze and interpret financial statements.
• Working experience in due diligence appraisals.
• Ability to generate deal flow through own networks.
• PC literacy and competency in Microsoft Excel, Word, and PowerPoint.
• Good Presentation Skills and ability to communicate at all levels.
• Strong negotiating skills.
• Strong credit control / collections skills.