Investment Executive

SUMMARY:
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.

POSITION INFO:

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