Minimum qualifications and experience:
Relevant Bachelor's degree or equivalent qualification
Postgraduate qualification (Hons, Masters, MBA, etc),CFA or CA(SA) would be advantageous
FAIS RE 05 Certificate or must be obtained within 6 months of employment
2 - 4 years investment experience. Private Equity, Fund of Funds or Multi-manager experience would be advantageous
Ability to conduct a detailed research on sectors or industries.
Duties:
Deal screening - desktop analysis of investment opportunities
Preparation of preliminary scoping reports
Assist the team in complying with the requirements of each stage of the investment process
Assist the team in planning and coordinating due diligence on potential investment opportunities
Assist the team with relevant research and information in structuring and pricing of transactions
Assist the team in preparing term sheets
Assist the team in preparation of appraisal reports
Review transaction agreements
Assist the team in implementation and disbursement process
Assist the team in the handover of approved transactions to various divisions including portfolio management
Assist the team in ongoing monitoring of a portfolio of funds, including review of quarterly reports, valuation, risk management, compliance and reporting
Participate in the exit process for transactions.