Investment Portfolio Management and Valuations Associate (Unlisted Investments)

SUMMARY:
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POSITION INFO:
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.