209 Investment jobs in Johannesburg

Job Responsibilities

Design and execute strategies for raising funds from various sources including banks, donor funders, private equity firms, venture capitalists, government grants, and other sources.

Identify and tap potential funding sources, maintaining a robust pipeline of funding opportunities.

Develop and present compelling funding proposals tailored to the interests and requirements of potential funders.

Craft and manage detailed financial models to evaluate various funding scenarios and support negotiation processes.

Identify and respond to Request for Proposals (RFPs) on Enterprise Suppliers Development (ESD) and Third-Party Funders.

Draft each partner’s performance update reports and close-out reports.

Conclude funding partnerships by effectively addressing queries from funders and negotiating terms and conditions that are in line with the organization’s mandate, objectives, and capacity.

Work closely with the legal department in drafting and monitoring the partnership agreements and performance.

Provide progress and performance updates to all committees including Board and sub-Board committee(s).

Financial Planning and Analysis

Continuously identify and cultivate relationships with potential funders, maintaining a robust pipeline of funding opportunities.

Stay abreast of market trends both locally and internationally, funding sources, and emerging financial opportunities to optimize fundraising approaches.

Presentation and Deal Closure

Create and deliver compelling presentations to potential funders, effectively articulating the organization’s financial needs and growth plans.

Lead negotiations to finalize funding agreements, ensuring terms and conditions are mutually beneficial and aligned with the organization’s mandate and objectives.

Relationship Management

Cultivate and maintain strong relationships with capital providers to ensure ongoing and positive engagement.

Regularly communicate with funders, providing updates on the organization’s performance and the utilization of funds in a transparent and reliable manner.

Develop and implement co-funding partnerships that will unlock opportunities to provide finance to business ventures established and managed by black people, invest in black empowered businesses that have high employment creating opportunities, support the participation of black women and youth in the economy, maximize support for township and rural economies, facilitate investment across all provinces in South Africa, and advance black economic empowerment through commercially sustainable enterprises.

Support the company’s long-term financial sustainability by spreading risks through partnerships and increase the company’s ability to offer custom-made financing solutions to meet our clients’ investment needs.

Responsible for the management and leadership of team members.

Custodianship of the third-party funds.

Support funds in sourcing suitable transactions and monitor deal pipeline with the funds.

Develop management tools to monitor partnerships/relationships with stakeholders.

Assist in the assessment and evaluation of the outcome of partnerships.

Financial/Shareholder Returns

Optimize the balance of financial and development returns on programme management.

Together with team members, increase the pool of external funds to leverage the company balance sheet and resources.

Optimize company pricing through blended finance from third parties.

Efficacy in approval and disbursement of funds.

Design and negotiate agreements in respect of new funds (on or off-balance sheet) and third-party funds.

Effective fund structuring and portfolio management to ensure financial and development objectives of funds under management are achieved.

Internal/Operational Processes

Identification of concessionary funding that will reduce the company risk-based pricing.

Implement effective governance structures and systems and procedures for operational excellence.

Collaboration with government departments on identification and implementation of programmes/incentives and financing schemes.

Negotiate fund criteria and management of ring-fenced and third-party funds for the company.

Participate in presenting proposals and mandate letters to clients emphasizing the benefits of co-financing.

Lead and support strategies aimed at identification and facilitation of funds.

Regular reporting to internal and external stakeholders on the portfolio of the third-party funds and associated stakeholder engagement/management.

Build influential relationships, networks, and collaborate with internal and external key stakeholders and clients to position the company as the partner of choice for third-party funds and ensure that the company’s product offerings and expertise are optimally utilized.

Retain and manage relationships with a wide network of professional advisors, consultants, etc.

Manage and enhance the levels of service and communication to ensure the provision of client service excellence.

Build relations and networks across the country with various levels of stakeholders in order to create, promote and maintain a good and professional image of the company. This will include working with the Department of Trade, Industry and Competition (the dtic) and other key stakeholders where required.

Assist in the audit preparations of the company’s annual B-BBEE rating, including providing an internal score.

Assist with B-BBEE related policy formulation and implementation process.

Desired Experience & Qualification

Qualifications

• Minimum of Bachelor’s Degree in Finance or Economics, or related field.
• Postgraduate degrees such as Masters in the same field, CA (SA), certifications such as CFA would be advantageous.

Experience/Skills Required

• Driven track record of successful fundraising and deal closures, with at least 5 years of experience in corporate finance, investment banking, or similar field.
• Proficiency in financial modelling, valuation techniques, and risk analysis.
• Exceptional written and verbal communication skills, with a demonstrated ability to craft persuasive funding proposals and deliver impactful presentations.
• Strong negotiation skills and a keen understanding of legal and contractual aspects related to fundraising and deal structuring.
• Ability to build and maintain strong relationships with diverse stakeholders, including capital providers and internal teams.
• 5-10 years’ experience in raising funds or/and managing funding partnerships.
• Experience in management of teams.
• Experience in developing/reviewing and using corporate/project/structured finance financial models.
• Grounded experience on development issues.
• Strong customer focus and ability to engage effectively with senior officials of banks, corporates, and governments.
• Experience working in a high-level collaborative and culturally diverse environment.
• Ability to manage multiple competing priorities while building effective relationships.
• Extremely organized and persistent, with drive and determination to achieve goals.
• Extensive experience in B-BBEE verification/rating service.
• Extensive knowledge of the BEE Act, Codes of Good Practice, sector charters, and PPPFA.

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Investment Specialist role at Coronation Fund Managers.

Overview

Join to apply for the Investment Specialist role at Coronation Fund Managers.

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Responsibilities

• Support the sale of CFM’s retail products through linked product providers, broker consultants and financial advisers.
• Client visits and virtual interactions including presentations to groups of clients and broker networks, servicing a client base in Johannesburg and surrounding areas in Gauteng.
• Prepare regular client communications including reporting and explanation of performance.
• Grow assets from existing clients and identify new business opportunities for CFM.
• Manage client accounts—starting with a base of varying sizes and growing over time.
• Pro-actively analyze clients’ business to determine suitability of Coronation funds for their requirements.
• Stay abreast of industry and competitor trends as well as investment markets to engage clients on current topics.
• Maintain and constantly update client databases through effective use of MIS systems.

Qualifications / Job details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Business Development
• Industries: Financial Services and Investment Management

Referrals increase your chances of interviewing at Coronation Fund Managers by 2x

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Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

Introduction

The Investment Associate will ensure the fund achieves its investment goals, customer service, business growth and client retention objectives in line with the mandate by sourcing deals and managing the entire process from origination to disbursement.

• Source deals, assess their viability and prepare submission report to the credit committee,
• Prepare submission to relevant committee for Due Diligence approval,
• Compile a Due Diligence work plan, negotiate a lending project term sheet and structure the deal to meet the client requirements, all under the supervision of the Investment Principal,
• Post DD approval conduct technical research and provide input on the deal structure,
• Maintain responsibility of the transaction, preparation of project appraisal to risk,
• Leverage funding structure that suits the client and minimises the NEF exposure,
• Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval,
• Establish and manage relationships with clients, financial institutions, sector players and other counterparties for originating and sourcing of the deals,
• Product development: establish innovative structured finance solutions for clients,
• Analyse financial outcomes, define pricing strategy and development impact,
• Manage the funding process in conjunction with the legal and post investment department,
• Negotiate documentation or legal terms with all related internal and external stakeholders,
• Undertake the collection of project documents once the deal is approved by respective committees,
• Ensure the communication reaches the client once the deal is approved.

Qualification Requirements

• B. Com Degree (Finance, Accounting, Agricultural Economics, Business Economics);
• Deal structuring and implementation;
• Financial modelling and Business valuation methodologies.

Preferred

• CA and/or MBA with agriculture/acquisition transaction background

Experience / Skills Required

• Minimum of 5 years’ experience in deal making environment ,
• Deal origination to source quality deals ,
• Network building and use of professional relationship to yield a flow of quality leads,
• PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint,
• Understanding of NEF mandate and investment guidelines,
• Should possess good analytical and modelling skills and be able to apply NEF’s financial modelling methodologies,
• Business development and marketing of Rural, Township and Community Development Fund products.
• Should possess amongst other the following skills in order to be able to conduct due diligence exercise:
  • Accounting and/or auditing, law, tax;
  • Should be able to gather data from all relevant sources, including industry experts;
  • Be able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
  • Have good writing skills; o Be able to identify risks and recommend relevant risk mitigants;
  • Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances;
  • Ability to negotiate terms and conditions of investment to minimize risk in each transaction;
  • Communication and presentation skills to present investment reports to various committees for approval

Personal Attributes/Behaviours/Attitudes

• Analysis and Attention to Detail
• Judgement and Decision Making
• Problem Solving & Learning Agility
• Drive and Result Orientation
• Ethical Judgement
• Excellent / Quality Orientation
• Resilience and Stress Management
• Time and Self- Management
• Building Relationships
• Building Strategy Relationships/ Networking
• Customer Service Orientation
• Teamwork

The NEF is committed to the Employment Equity Act, and as such, the NEF will give preference to candidates from designated groups in terms of the EE Act and persons with disabilities.

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Overview

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To provide specialist advice & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.

Job Description

• Business Support: Assist team members with preparation, proposals and execution of opportunities in the respective product area. Conduct analysis on the specific product area to provide insight to team members
• Compliance and Risk Management: Fulfil all activities in adherence to relevant control processes and quality standards
• Administrative and operations support: Provide administrative and operations support and advice against standard operating procedures

Education

• Higher Diplomas: Business, Commerce and Management Studies (Required)

Equal Opportunity

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

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Investment Analysts

Reference: NFR -Abi-1

Your career is our Interest!

Duties & Responsibilities

Job & Company Description:
Although investing is generally described as putting money into financial schemes, shares, or a commercial venture with the expectation of achieving a profit – We believe that investing into your Future has more than a compound effect attached to it!

I specialise in placing professionals in the investment space! CFAs, Analysts, Chief Investment Officers, and other Investment professionals – Contact us today to grab your Opportunity!

Job Experience and Skills We Seek to Place:

• BCom Accounting/Investment Management/Financial Sciences or related degrees.
• Corporate Finance institute Certifications are a plus.
• SAICA articles/CFA levels completed.
• Strong academic records, awards, and work achievements.
• Financial Modelling Exposure is an advantage!

If you are interested in an opportunity, allow us to represent you in the job market!

Package & Remuneration

600,000.00 - 850,000.00 - Annually

APPLY NOW!
If you are interested in our opportunities, please apply directly.

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Investment Accountant

Reference: CMF -LLo-1

Financial services company specialising in risk and investments is looking to bring on an Investment Accountant.

Duties & Responsibilities Qualifications:

• Complete BCom Accounting

Skills:

• Advanced Excel
• 3 years’ experience as an Investment Accountant within the Financial Services industry.

Job description:

• Reviewing and preparation of investment-related payment documents
• Completion of asset manager FICA documentation
• Reviewing and approving of general ledger journals
• Compiling of investment and interest reconciliations
• Investigate and resolve any outstanding queries relating to investment account issues
• Identify and reconcile discrepancies and problems
• Prepare and review investment transactions and reporting of each investment portfolio

Package & Remuneration

R - R - Annually

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Job Responsibilities Design and execute strategies for raising funds from various sources including banks, donor funders, private equity firms, venture capitalists, government grants, and other sources. Identify and tap potential funding sources, maintaining a robust pipeline of funding opportunities. Develop and present compelling funding proposals tailored to the interests and requirements of potential funders. Craft and manage detailed financial models to evaluate various funding scenarios and support negotiation processes. Identify and respond to Request for Proposals (RFPs) on Enterprise Suppliers Development (ESD) and Third-Party Funders. Draft each partner’s performance update reports and close-out reports. Conclude funding partnerships by effectively addressing queries from funders and negotiating terms and conditions that are in line with the organization’s mandate, objectives, and capacity. Work closely with the legal department in drafting and monitoring the partnership agreements and performance. Provide progress and performance updates to all committees including Board and sub-Board committee(s). Financial Planning and Analysis Continuously identify and cultivate relationships with potential funders, maintaining a robust pipeline of funding opportunities. Stay abreast of market trends both locally and internationally, funding sources, and emerging financial opportunities to optimize fundraising approaches. Presentation and Deal Closure Create and deliver compelling presentations to potential funders, effectively articulating the organization’s financial needs and growth plans. Lead negotiations to finalize funding agreements, ensuring terms and conditions are mutually beneficial and aligned with the organization’s mandate and objectives. Relationship Management Cultivate and maintain strong relationships with capital providers to ensure ongoing and positive engagement. Regularly communicate with funders, providing updates on the organization’s performance and the utilization of funds in a transparent and reliable manner. Develop and implement co-funding partnerships that will unlock opportunities to provide finance to business ventures established and managed by black people, invest in black empowered businesses that have high employment creating opportunities, support the participation of black women and youth in the economy, maximize support for township and rural economies, facilitate investment across all provinces in South Africa, and advance black economic empowerment through commercially sustainable enterprises. Support the company’s long-term financial sustainability by spreading risks through partnerships and increase the company’s ability to offer custom-made financing solutions to meet our clients’ investment needs. Responsible for the management and leadership of team members. Custodianship of the third-party funds. Support funds in sourcing suitable transactions and monitor deal pipeline with the funds. Develop management tools to monitor partnerships/relationships with stakeholders. Assist in the assessment and evaluation of the outcome of partnerships. Financial/Shareholder Returns Optimize the balance of financial and development returns on programme management. Together with team members, increase the pool of external funds to leverage the company balance sheet and resources. Optimize company pricing through blended finance from third parties. Efficacy in approval and disbursement of funds. Design and negotiate agreements in respect of new funds (on or off-balance sheet) and third-party funds. Effective fund structuring and portfolio management to ensure financial and development objectives of funds under management are achieved. Internal/Operational Processes Identification of concessionary funding that will reduce the company risk-based pricing. Implement effective governance structures and systems and procedures for operational excellence. Collaboration with government departments on identification and implementation of programmes/incentives and financing schemes. Negotiate fund criteria and management of ring-fenced and third-party funds for the company. Participate in presenting proposals and mandate letters to clients emphasizing the benefits of co-financing. Lead and support strategies aimed at identification and facilitation of funds. Regular reporting to internal and external stakeholders on the portfolio of the third-party funds and associated stakeholder engagement/management. Build influential relationships, networks, and collaborate with internal and external key stakeholders and clients to position the company as the partner of choice for third-party funds and ensure that the company’s product offerings and expertise are optimally utilized. Retain and manage relationships with a wide network of professional advisors, consultants, etc. Manage and enhance the levels of service and communication to ensure the provision of client service excellence. Build relations and networks across the country with various levels of stakeholders in order to create, promote and maintain a good and professional image of the company. This will include working with the Department of Trade, Industry and Competition (the dtic) and other key stakeholders where required. Assist in the audit preparations of the company’s annual B-BBEE rating, including providing an internal score. Assist with B-BBEE related policy formulation and implementation process. Desired Experience & Qualification Qualifications Minimum of Bachelor’s Degree in Finance or Economics, or related field. Postgraduate degrees such as Masters in the same field, CA (SA), certifications such as CFA would be advantageous. Experience/Skills Required Driven track record of successful fundraising and deal closures, with at least 5 years of experience in corporate finance, investment banking, or similar field. Proficiency in financial modelling, valuation techniques, and risk analysis. Exceptional written and verbal communication skills, with a demonstrated ability to craft persuasive funding proposals and deliver impactful presentations. Strong negotiation skills and a keen understanding of legal and contractual aspects related to fundraising and deal structuring. Ability to build and maintain strong relationships with diverse stakeholders, including capital providers and internal teams. 5-10 years’ experience in raising funds or/and managing funding partnerships. Experience in management of teams. Experience in developing/reviewing and using corporate/project/structured finance financial models. Grounded experience on development issues. Strong customer focus and ability to engage effectively with senior officials of banks, corporates, and governments. Experience working in a high-level collaborative and culturally diverse environment. Ability to manage multiple competing priorities while building effective relationships. Extremely organized and persistent, with drive and determination to achieve goals. Extensive experience in B-BBEE verification/rating service. Extensive knowledge of the BEE Act, Codes of Good Practice, sector charters, and PPPFA. #J-18808-Ljbffr

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

Introduction

We are hiring a Senior Investment Associate to join the uMnotho Fund Manager team. The responsibilities of this role are leading the team in terms of deal implementation and ensure targets are met as well as provide support for complex transactions.

Business Development / Transaction Origination

• Pro-actively develop business development strategies and pursue new business development through excellent understanding of market and stakeholder networks
• Identify lucrative market opportunities through an excellent understanding and interpretation of sector analysis, including market structure, supply and demand aspects, competitor environment, and gap analysis and taking actions accordingly
• Actively participate in formulating, developing and implementing the business development strategy to generate new investment opportunities in the South African BEE financing market
• Engage in the activities and efforts required for the implementation of the business development plan
• Conduct business development in response to new markets, products and clients
• Develop strategic relationships with financial institutions, corporate finance advisors, other intermediaries and BEE groups
• Participate and represent the NEF at investment conferences and roundtable discussions
• Engage in activities that ensure the investment initiatives are in support of broader South African economic development strategies and/or government BEE strategies
• Act independently in all spheres of project management, expert in deal structuring and negotiations. Acknowledged as a very experienced deal maker/ transactor both within and outside of the NEF
• Mobilize, coordinate and guide internal and external resources to appraise transactions/project/applications
• Manage and influence internal decision making and transaction processes to obtain investment approval
• Utilize expert knowledge (of BEE market, financial market, macro-economic environment sector) as to support, lead tea in identifying and suggesting/recommending appropriate mitigation measures on key risk issues
• Conduct comprehensive due diligence investigations on approved transactions by providing input on scoping and partaking in due diligence exercises with minimal support
• Recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long term sustainability/viability of the project to the benefit of the client and NEF
• Provide advice, guidance to legal department on the commercial terms in the preparation of legal documentation
• Negotiate with clients/co-financiers on an acceptable deal structure, financial terms, security to ensure successful deal closure incorporate and writing reports
• Ensure the timeous execution of legal documents in accordance with approved term sheets
• Acknowledged reputation within the NEF and externally based on successful deal closure and expertise
• Act as a mentor to Investment Associates and Investment Analysts
• Oversees and manages the implementation of projects through timeous disbursements paid out to the satisfaction of the client
• Provides expertise on structures recommended to Committee(s) by Investment Associates
• Pro-actively identifies potential areas of non-compliance, increased risk and set-up/initiate an action programme accordingly

Deal Sustainability / Risk Management / Portfolio Management

• Responsible for surveillance, compliance, pro-actively anticipates and implements corrective actions, lead discussions in negotiating possible solutions
  • Makes recommendations on effective solutions to sustain client relationships in the event of a default without causing a dilution in the asset value of the NEF
  • Represents the NEF on Boards of Directors of selected investee companies

Qualification Requirements

• Post Grad added advantage

Experience / Skills Required

• 5 years similar experience in private equity/project finance/structured finance
• Deal structuring
• Project management

Personal Attributes/Behaviours/Attitudes

• Analysis and Attention to Detail
• Focus & Sustained Attention
• Judgement and Decision Making
• Problem Solving & Learning Agility
• Tolerance of Ambiguity
• Drive and Result Orientation
• Decisiveness & Action Orientation
• Ethical Judgement
• Excellent / Quality Orientation
• Resilience and Stress Management
• Rule Orientation
• Time and Self- Management
• Objectivity
• Building Relationships
• Building Strategy Relationships/ Networking
• Customer Service Orientation
• Engaging Diversity
• Interpersonal Agility
• Teamwork
• Conflict Management

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Reference: NFR -Abi-1

A leading investment banking firm is seeking an accomplished Chief Investment Officer . The company prides itself on assisting high-flying clients within industries such as insurance, venture capital , and fintech .

Duties & Responsibilities

• Initial deal screening and analysis.
• Financial modelling and valuations.
• Investment report writing and presentation to investment committees.
• Review and negotiation of legal agreements.
• Post-investment services.

Job Experience & Skills Required

• CA(SA).
• 8 or more years of experience in investment banking/corporate finance/private equity.
• Top-notch academics.

Package & Remuneration

R1,200,000.00 - R1,800,000.00 - Annually

If you are interested in this opportunity, please apply directly. If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.

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