4 Corporate Finance jobs in Cape Town

Job Overview

Business Segment: Corporate & Investment Banking

To support the origination, structuring and execution of Real Estate Finance solutions, by understanding the lending value proposition, processes, ways of work and performing outputs to the standard necessary to enable the achievement of exceptional client experience.

• Honors Degree in PropertyStudies
• At least 1- 2yearsfoundational experience &understanding of theInvestment Bankinglending value proposition.
• At least 2 years understanding and knowledge of local and global Lending products / solutions to effectively develop and present innovative client solutions.
• At least 2 years experience in building financial models, and analyzing large amounts of data and information to develop and present reports to key stakeholders
• At least 1 - 2 yearsbasic understanding of the risk mitigation process.

• Economic Research - Ability to acquire a greater understanding of trade, economics or relevant subject under study through the application of formal research methodologies.
• Financial Analysis - The knowledge and understanding of more advanced analyses and the way in which financial ratios, trends, business and value drivers interact.
• Local Market Knowledge - The knowledge and understanding of the opportunities, competitive environment, regulations, and risks related to doing business in a particular country.

Our client is on the hunt for a dynamic and motivated Associate – Banking & Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities:

Banking:

• Opening and closing of bank and investment accounts with core and non-core banks.
• Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships.
• Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party.
• Maintain bank and investment accounts.
• Maintain an E-Banking users list.
• Take on and loss of clients.
• Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies.
• Input of data in our in-house integrated database system to keep up-to-date information at any point in time.
• Respond to day to day queries from internal and/or external parties and help resolve issues.
• Manage and execute business initiatives independently from inception to implementation.
• Relevant/day-to-day people management tasks.

Investments:

• Preparing subscription/redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc).
• Inputting non-automated investment transactions in our in-house integrated database systems.
• Keeping line-by-line and non-automated clients investment accounting up to date.
• Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions.
• Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties.
• Preparing SWIFT payment instructions.
• Reconciliation of investment positions and working on reconciliation breaks.

Qualifications And Experience:

• Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage.
• STEP qualifications would be an advantage but at least a good understanding of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries.
• Team management experience is required.
• Computer literacy (Word, Excel, Outlook and modern financial accounting packages).
• Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting.
• Knowledge and understanding of Financial Products.

Competencies and Behaviours:

• Strong organisational skills and the ability to manage priorities efficiently in a demanding environment.
• Strong decision-making skills.
• Strong technical and conceptual skills.
• Strong interpersonal skills, a high level of motivation and flexibility excellent communication skills with the ability and maturity to deal effectively with all levels of staff and Management within the Group, third-party service providers such as asset managers and tax consultants, and with high-powered (often demanding) clients.
• Strong people management skills.
• A strong client care/service orientation and attention to detail.
• Deals responsibly with confidential information.
• Displays a high level of professional integrity.

Company Description

WCB Group is one of South Africa's largest Black-owned residential and commercial property developer and Contractors. Specializing in large-scale residential developments as well as individual plot & plan projects, WCB is involved in providing housing ranging from luxury projects to affordable and social (GAP & FLISP) housing projects. The company operates in the Western Cape and is dedicated to delivering quality housing solutions.

Role Responsibilities & KPI's:

1. Strategic Leadership

• Develop, implement, and monitor the financial strategy of the group in alignment with the company's property development and construction objectives.
• Provide financial insights to support investment decisions, capital structuring, and funding strategies for developments.
• Act as a key advisor to the Board and CEO on financial performance, risks, and opportunities.
• Support long-term planning, including feasibility assessments and scenario modelling for property developments and construction projects

2. Financial Planning & Control

• Lead the budgeting and forecasting processes for group, project, and site-level financials.
• Ensure accurate cash flow forecasting and liquidity planning to support project build programmes and working capital needs.
• Oversee cost management systems, including project cost-to-complete reporting, variations, and contract administration financial oversight.
• Develop and maintain group KPIs to monitor financial and operational performance.

3. Treasury & Funding Management

• Manage relationships with banks, private equity, institutional funders, and shareholders.
• Negotiate and secure development finance, bridging facilities, bonds, guarantees, and working capital lines.
• Oversee covenant compliance, drawdown processes, and reporting to financiers.
• Lead refinancing strategies, investor relations, and capital structuring for developments and acquisitions.

4. Accounting, Reporting & Compliance

• Ensure timely preparation of accurate monthly management accounts, annual financial statements, and board reporting.
• Oversee adherence to accounting standards (IFRS) and regulatory requirements.
• Maintain robust internal controls across subsidiaries.
• Ensure tax compliance (VAT on developments, income tax, capital gains, transfer duty, PAYE, etc.) and optimise group tax efficiency.

5. Risk Management & Governance

• Identify, assess, and mitigate financial risks related to property and construction operations (cost overruns, delays, funding gaps, interest rate exposures).
• Implement governance policies across group companies, including procurement, delegation of authority, and financial approvals.
• Liaise with auditors, legal advisors, and regulators to ensure transparency and compliance.
• Drive corporate governance standards
  .

6. Project & Operational Support

• Partner with project managers, QS teams, and site managers to ensure financial visibility and control of projects.
• Review feasibility studies, financial models, and return-on-investment analyses for new developments.
• Monitor developer margins, cashflow, construction cost escalations, and tenant/lease-driven financial assumptions.
• Ensure project close out reconciliations, final accounts, and post completion audits are completed.

7. People & Team Leadership

• Lead, mentor, and develop the finance team across construction, property development, and group functions.
• Ensure finance supports operational teams with accurate, timely reporting and decision making tools.
• Drive a culture of accountability, performance, and professional development within the finance function.

8. Stakeholder Engagement

• Act as primary finance contact for shareholders, funders, auditors, and professional advisors.
• Prepare and present financial updates to the Board, lenders, investors, and external partners.
• Maintain credibility and trust with stakeholders through transparency, accuracy, and responsiveness.