Investment Executive
Communicate Recruitment
- Western Cape
- R125,000-166,666 per year
- Permanent
- Full-time
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
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 deadlinesQualification:
CA(SA) and CFA Charter Holder
Strong academic track recordContact CORNE JONKER on 021 418 1750, quoting the Ref: CTF018309.Connect with us on www.communicate.co.za and Register your CV to create a profile and to view all our Financial recruitment vacancies.Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.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.Communicate FinanceRecruiter
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