Senior Investment Officer, Umhlanga, KZN

SUMMARY:

We are seeking a Senior Investment Officer for a permanent role based in Umhlanga, KZN.

POSITION INFO:

Applicants are required to meet the following criteria:

• BCom Degree in Accounting, Finance or another business-related field
• Minimum level of Financial Accounting 2 or equivalent
• 4+ years’ experience in business investment / business finance related role
• Experience in auditing, banking, financial accounting and/or sales and marketing will be advantageous
• Must have the ability to build & maintain relationships, have strong negotiation skills and be results focused
• Must be able to network with people, with persuasion / influencing skills
• Must have commercial / entrepreneurial thinking

• Conducting market research to identify potential clients and strategic partnerships
• Organizing 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 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