Our client is seeking a highly motivated and experienced Investment Associate to join their KwaZulu-Natal Regional Office. This role is crucial in performing eligibility screening, commercial assessment, and financial analysis of funding applications, as well as conducting post-investment due diligence and monitoring of the regional investment portfolio. Responsibilies: Perform eligibility screening of new applications for funding in terms of the client's criteria and mandate. Conduct commercial screening of applications in terms of the client's commercial assessment framework, and generate reports with recommendations on whether the applications should be accepted or rejected. Prepare financial analysis as part of the commercial screening process of new applications. Liaise with applicants, request information, meet with them, and provide advice where applicable. Perform desktop research using search engines to obtain industry information required in the assessment of applications. Identify risks on applications and make recommendations to the Regional Manager regarding the way forward. Build networks in KwaZulu-Natal and source good deal flow for the client. Attend conferences and seminars that are part of the Pre-Investment Business Support. Resolve complaints that cannot be resolved by the Product Advisor and provide Pre-Investment mentorship to applicants where necessary. Perform business valuations for applicants. Conduct post-investment due diligence and monitoring of all investments in the regional office portfolio. Conduct due diligence on applications from existing investees for further funding and obtain approval from the relevant committees per the Delegation of Authority. Provide and facilitate technical assistance and mentorship to all investees in conjunction with the Post-Investment Unit. Conduct effective portfolio management to reduce the portfolio risk of the client in conjunction with the Post-Investment Unit. Maintain Customer Relationship Management (CRM) with all existing investees. Personal Attributes/Behaviors/Attitudes: Ability to maintain good relationships with clients. Ability to work in a team. Self-motivated. Ability to take initiative and make decisions. Interpersonal skills. Attention to detail. Result orientation and deadline-driven. Exceptionally professional with outstanding business ethics. Time and task management. Experience/Skills Required: 3 years' experience in 2 or more of the following areas: SME funding/deal making/investment environment, business banking, venture capital environment, and/or development finance. 3 years' experience in managing an SME portfolio. Good understanding of the investment process, especially as it relates to SME funding. Basic understanding of various investment instruments and deal structures applicable to an SME portfolio. Good working knowledge of key commercial statutes and regulations (e.g., Tax, Companies Act, and BEE legislative environment). Ability to perform desktop analysis and risk assessments on applications and put forward compelling written recommendations for consideration. Ability to analyze and interpret financial statements. Working experience in due diligence appraisals. Ability to generate deal flow through own networks. PC literacy and competency in Microsoft Excel, Word, and PowerPoint. Good presentation skills and ability to communicate at all levels. Strong negotiating skills. Strong credit control/collections skills. Qualifications: B.Com (Finance, Accounting, Financial Management, Management Accounting) Degree. Postgraduate Commerce Degree will be a distinct advantage. Market related Apply Now

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