Investment Associate: Unlisted Investments (Social Infrastructure) at Fempower Recruitment Excellence

Job Description

• We are seeking an experienced Investment Associate specialising in Unlisted Investments and Social Infrastructure.
• This opportunity is suited to an investment professional with strong financial modelling, valuation, transaction execution and deal structuring experience who is passionate about investing in projects that deliver sustainable financial returns and meaningful socioeconomic impact.
• The successful candidate will support senior investment professionals throughout the investment lifecycle, from identifying and evaluating opportunities to executing transactions and monitoring investment performance.

Minimum Requirements

• Honours degree in Finance, Commerce, Engineering or Law, supported by a relevant undergraduate qualification.
• 3–5 years' relevant experience in private equity, infrastructure investments, investment banking, corporate finance, project finance or unlisted investment transactions.
• Demonstrated experience in financial modelling, investment valuations, due diligence and transaction execution.
• Strong understanding of deal structuring, investment appraisal and financial risk assessment.
• Advanced Excel and financial modelling capabilities.
• Knowledge of investment research, portfolio monitoring and ESG considerations.
• Ability to meet applicable FAIS Representative requirements.

Qualifications that will be advantageous:

• CFA qualification or progress towards CFA designation.
• CA(SA) qualification.
• Relevant Master's degree or other postgraduate qualification.

Key Responsibilities

Investment Analysis and Transaction Execution

• Screen and evaluate potential unlisted investment opportunities.
• Conduct preliminary assessments and detailed investment due diligence.
• Support the structuring, negotiation and execution of investment transactions.
• Prepare investment appraisals, due diligence reports, indicative term sheets and transaction documentation.
• Assist senior investment professionals with investment recommendations and transaction implementation.

Financial Modelling and Valuations

• Develop and review detailed financial models for investment opportunities.
• Perform valuations, investment return assessments, sensitivity analyses and scenario modelling.
• Assess transaction viability, financial risks and potential investment returns.

Infrastructure Investment Research

• Conduct industry, market and sector research, particularly within social infrastructure.
• Evaluate investment opportunities across sectors such as healthcare, education, student accommodation and other social infrastructure assets.
• Maintain investment research databases and support the development of investment strategies.

Portfolio Monitoring and Risk Management

• Monitor the operational and financial performance of existing investments.
• Support portfolio valuations, investment reporting and performance reviews.
• Identify investment risks and support appropriate mitigation strategies.
• Ensure compliance with applicable investment governance, regulatory and ESG requirements.

Ideal Candidate Profile

• We are particularly interested in professionals who have:
• Worked on unlisted investment transactions from evaluation through to execution.
• Built or reviewed complex financial models and investment valuation models.
• Participated in commercial, financial and legal due diligence processes.
• Exposure to infrastructure investment, project finance, private equity or development finance transactions.
• Strong analytical, commercial, presentation and stakeholder engagement skills.