Cape Town, South Africa
2 days ago
Investment Associate

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

African Infrastructure Investment Managers (AIIM) is seeking a talented individual, who is passionate about Africa and its development, to join the business and provide support to the SADC Investment team.

Responsibilities:

Financial analysis

Review and analyse financial statementsBuild, review, run, modify, and interpret financial models,including use of VBA macrosPerform comprehensive company valuationsReview and analyse potential financing structures

Investment process and transaction execution:

Perform risk analysisManage due diligence processes and coordinate transactionadvisorsSupport senior team members in the negotiation oftransaction and project documentsCompile bid documents in tender submissionsConsideration of environmental and social risks

Investment papers and marketing materials:

Prepare investment papersCompany and market research

Asset management:

Track asset performance against original projectionsSupport portfolio companies in value-enhancing initiativesEngage with portfolio company managementParticipate in and contribute to board and sub-committeemeetingsRevalue existing assets on a semi-annual basis for portfolio valuationsMonitoring and reporting on environmental and social performance of the assets

Support senior team in deal identification and origination and sector research

Project-related travel for site visits, deal negotiations and industry conferences

Qualifications, Experience & Core competencies

An Honours Financial, Legal or Engineering degree or equivalent4-6 years’ experience within an Investment Bank (M&A, corporate finance or project finance), Private Equity or “Big Four” accounting firmExcellent financial modelling skillsFinancial acumen – the capacity to demonstrate knowledge of and insight into financial principles and processes and identify inconsistencies in dataAbility to apply sound business judgment and an analytical, pragmatic and creative approach to problem solvingAttention to detail and strong focus of quality of resultsExperience in infrastructure, renewable energy, thermal power, digital infrastructure or oil and gas beneficial but not a requirementDesktop research capabilityTechnically proficient (advanced) in Excel, Word, PowerPoint are essential.Project/process managementAbility to plan and prioritise effectively and meet deadlinesCommercial orientationExcellent verbal and written communication skills in EnglishVery strong attention to detail and history of academic excellence

Competencies:

Excellence orientation (concern for high-quality work) – Follow-through; the motivation to ensure the highest standards of quality and productivity are consistently maintainedFlexible & dynamic – self-motivated, results driven, ability to deal with changeExcellent intellectual & conceptual abilitiesResilienceInvests high levels of energy in workTeam playerWillingness to teach and learnPassionate about Africa

Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.

ResponsibilitiesFinancial Management and Control

Develop and/or deliver a plan for significant aspects of the financial management and/or control process.

Risk Scenario Modeling

Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.

Data Collection and Analysis

Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.

Financial Policies, Guidelines, and Protocols

Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Investment Management

Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.

Recommendations

Recommend changes to policies, processes, standards, and practices that would improve operational support.

Internal Communications

Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.

Document Preparation

Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.

Internal Client Relationship Management

Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.

Personal Capability Building

Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Skills

Financial Analysis, Financial Principles, Investment Process, Investments

Competencies

Business Insight

Communicates Effectively

Courage

Decision Quality

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Education

Closing Date

10 February 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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