Where

Investment Executive

R 125 000 - R 166 667 a month
Communicate Recruitment
Cape Town Full-day Full-time

Description:

Have you been working in the corporate industry for a few years, but you’re now feeling a bit tired of all the red tape? This UK investment firm has created a new role in its senior management team due to the growth they have been experiencing. Please note, this position is based in SA where you will work 100% remotely.
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 021 418 1750 , quoting the Ref: CTF018309 .

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If you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database and we will connect with you with any other suitable roles or positions.

Requirements:

  • 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
  • Helping to review new investment opportunities
  • Preparing financial models and Investment Committee papers
  • Preparing investor update presentations
  • Circulating summarised management accounts information
  • Assisting with ad hoc investor requests
  • 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
  • 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
  • Assisting with AML / KYC requests
  • Reviewing / issuing NDAs
  • Reviewing engagement letters and other legal documents
26 Apr 2024;   from: careers24.com

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