Post Investment Associate (12-Month Fixed-Term Contract)

Location: Durban, KZN

A leading development finance institution is seeking a Post Investment Associate to join its Post Investment Unit on a 12-month fixed-term contract. The successful candidate will be responsible for monitoring and managing an investment portfolio, conducting post-investment due diligence, supporting portfolio risk management initiatives, and ensuring effective oversight of investee companies.

• Conduct post-investment due diligence and monitoring of allocated investment portfolios.

• Perform financial and operational assessments of investee companies.

• Review funding applications from existing investees and prepare recommendations for relevant approval committees.

• Conduct periodic site visits and monitor investee performance.

• Oversee investee compliance with legal, regulatory and governance requirements.

• Perform enterprise valuations, impairment assessments and financial analysis.

• Prepare quarterly portfolio risk reports and investment performance updates.

• Identify potential areas of risk, non-compliance or default and recommend appropriate interventions.

• Support audit processes and engage with internal and external stakeholders.

• Manage relationships with investee companies, consultants and relevant stakeholders.

• Attend investee board meetings where required.

• Provide input into departmental committees and investment discussions.

• Bachelor’s degree in Finance, Accounting, Business, or a related field.

• Honours degree in Finance, Accounting or CTA preferred.

• Minimum 5 years’ experience in deal-making, investment management or post-investment portfolio management.

• Experience within corporate finance, private equity, venture capital, development finance or investment banking environments.

• Strong understanding of financial modelling, financial statement analysis and enterprise valuation methodologies.

• Experience managing a diverse investment portfolio and conducting portfolio risk assessments.

• Completed articles or strong audit experience will be advantageous.

• Knowledge of commercial legislation, including taxation, Companies Act, commercial law, litigation and insolvency processes.

• Advanced proficiency in Microsoft Excel, Word and PowerPoint.

• Strong report writing, analytical and presentation skills.