Job Description

Position Available: Portfolio Management and Valuation Associate
Location: Pretoria
Salary: Negotiable, all-inclusive remuneration packageAbout the Role:Our client, a leading asset management firm in South Africa, is seeking a dynamic and skilled individual to join their team as a Portfolio Management and Valuation Associate. This role is central to managing and enhancing the value of a portfolio of assets, ensuring optimal performance and strategic growth.Key Responsibilities:

• Develop and implement post-investment plans for portfolio companies.
• Manage complex portfolio actions, including restructuring, debt conversion, and amendments to maximize asset value.
• Maintain and cultivate relationships with investee companies and stakeholders, ensuring client satisfaction.
• Monitor, review, and analyze the performance and compliance of investments.
• Conduct active investment management with a focus on value addition and successful exits.
• Design and implement exit strategies for investment companies.
• Prepare detailed portfolio company reports and appraisal reports.
• Identify early warning signals for investments and implement remedial actions.
• Contribute to knowledge management and the development of best practices.
• Conduct research and sectorial analysis to stay abreast of industry trends.

Required Qualifications:

• Honours Degree in Finance, Engineering, Legal, or a related field.
• 4-5 years of relevant experience in unlisted investments (deal making or advisory).
• Strong knowledge of investment and credit risk assessment, financial analysis, and financial modeling.
• FAIS RE 05 Certificate or willingness to obtain it within six months of employment.

Preferred Qualifications:

• Postgraduate degree in Finance, Engineering, Legal, or a related discipline.
• CA or CFA designation.

Core Skills:

• Investment performance monitoring and analysis.
• Strong negotiation and deal structuring capabilities.
• Demonstrable experience in deal-making (Debt, Equity, Quasi-equity).
• Proficiency in financial modeling, returns, and scenario analysis.
• Excellent interpersonal, communication, and reporting skills.
• Strong problem-solving abilities and innovation.

Competencies:

• High attention to detail and strong analytical skills.
• Ability to work under pressure and meet tight deadlines.
• Team player with a willingness to share knowledge and learn from others.
• Self-motivated, resilient, and results-oriented.

Closing Date: 29 August 2024Our client is an equal opportunities employer and encourages applications from all sectors of society. Diversity and excellence are at the core of their operations and investment activities.

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