Job Description
We are recruiting on behalf of our client, for an
Investment Specialist
in the investment industry.
Our client is an entrepreneur's financier, empowering small and medium enterprises (SMEs) through tailor-made financing solutions, mentorship, technical assistance, and affordable business premises. They have been in operation for over 40 years and are committed to diversity and inclusivity.
The
Investment Specialist
will be based at their offices in Bellville, Cape Town.
Responsibilities:
Conducting market research to identify potential clients and strategic partnerships for the company.
Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks.
Assessing the financial health and potential risks of targeted companies through comprehensive due diligence.
Creating detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions.
Drafting comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders.
Structuring and negotiating viable financing solutions with targeted companies to optimize returns for the company based on the associated risk.
Building and maintaining relationships with key stakeholders in the broader SME market.
Monitoring and evaluating the performance of client portfolios.
Keeping abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly.
Requirements
Qualifications & Experience:
A BCom degree in Accounting, Finance or other business-related field with minimal level of Financial Accounting 2 or equivalent.
5 or more years of experience in business investment or a business finance-related role.
Experience in auditing, banking, financial accounting and/or sales and marketing will be advantageous.
The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills, results focused, analytical with a strong financial background.
Competencies:
Relating and Networking with People.
Persuading and influencing.
Analysing information.
Delivering Results and Meeting Customer Expectations.
Entrepreneurial and Commercial Thinking.
