Location: Pretoria, Gauteng

Employment Type: Permanent

Overview

A leading investment and asset management organisation is seeking an experienced Investment Portfolio Associate to support the management and optimisation of a portfolio of unlisted investments. The successful candidate will be responsible for monitoring portfolio performance, conducting financial and risk analysis, managing stakeholder relationships, and contributing to value-creation initiatives across investee companies.

Key Responsibilities

• Monitor and evaluate the performance of portfolio investments.

• Analyse annual financial statements, management accounts and operational reports.

• Identify investment risks and provide early warning indicators with recommended corrective actions.

• Prepare investment monitoring reports and portfolio review documentation.

• Support portfolio actions including restructurings, follow-on investments, debt conversions, amendments and waivers.

• Build and maintain strong relationships with portfolio companies and key stakeholders.

• Conduct industry and sector research to identify risks, trends and growth opportunities.

• Contribute to value creation initiatives and support successful investment exits.

• Assist with investment performance analysis and strategic portfolio management activities.

Minimum Requirements

• Bachelor's Degree in Finance, Commerce, Engineering, Economics, Legal Studies, or a related field.

• 4-5 years' experience within:

  • Private Equity

  • Venture Capital

  • Development Finance

  • Corporate Finance

  • Investment Banking

  • Investment Advisory

  • Asset Management

• Experience analysing and monitoring unlisted investments.

• Strong financial modelling and valuation skills.

• Sound understanding of investment and credit risk assessment.

• Advanced financial statement analysis capabilities.

• Proven ability to assess investment performance and make commercially sound recommendations.

Preferred Qualifications

• Honours or Postgraduate qualification in Finance, Commerce, Economics or a related field.

• CFA, CA(SA), or equivalent professional investment qualification.

• RE5 certification or willingness to obtain within a specified timeframe.

Key Competencies

• Exceptional analytical and problem-solving skills.

• Strong report writing and presentation abilities.

• Stakeholder engagement and relationship management skills.

• Negotiation and influencing capability.

• High attention to detail and commercial acumen.

• Ability to manage multiple priorities and work effectively under pressure.

• Self-driven, collaborative and solutions-oriented approach.