Investment Officer at Outsourced CFO

Job Description

• Our client is a purpose-driven SME investor that empowers entrepreneurs through customised financing solutions, mentorship, technical assistance, and accessible business premises. With a strong belief in the power of entrepreneurship, they are committed to building a world-class investment team that delivers real value to the SME sector. They are looking for an investment officer to join their investment team who will;
• Conduct market research to identify potential clients and strategic partnerships for the Company.
• Organise and participate in networking events, conferences, and industry forums to establish and strengthen business networks.
• Assess the financial health and potential risks of targeted companies through comprehensive due diligence.
• Create detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions.
• Draft comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders.
• Structure and negotiate viable financing solutions with targeted companies to optimize returns for the Company based on the associated risk.
• Build and maintain relationships with key stakeholders in the broader SME market.
• Monitor and evaluate the performance of client portfolios.
• Keep abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly.

Requirements

• A BCom degree in Accounting, Finance or other business-related field with minimal level of Financial Accounting 2 or equivalent.
• 3 or more years of experience in business investment or a business finance-related role.
• Experience in auditing, banking, financial accounting and/or sales and marketing will be advantageous.
• The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills, results focused, analytical with a strong financial background.

Competencies:

• Relating and networking with people.
• Persuading and influencing.
• Analysing information.
• Delivering results and meeting customer expectations.
• Entrepreneurial and commercial thinking.