Investment Associate needed at Old Mutual
Job title : Investment Associate
Job Location : Western Cape, Cape Town
Deadline : May 10, 2025
Quick Recommended Links
Job Description
- African Infrastructure Investment Managers (“AIIM”) is one of the pre-eminent private equity infrastructure managers in Africa, having raised over USD3.9bn in capital over the last two decades. With 5 offices on the continent, AIIM has invested in more than 22 African countries, representing over 74 investments across the Power, Digital infrastructure, Transportation and Midstream sectors. AIIM is a wholly owned subsidiary of Old Mutual Alternative Investments (OMAI), one of the largest private alternative investment managers in Africa, with assets under management of USD7.6 billion. OMAI manages private equity and impact funds as well as infrastructure funds through AIIM. Our investment approach goes “Beyond the Obvious” and enables us to uncover opportunities others may overlook. We aim to deliver superior risk-adjusted returns as well as make a positive social impact across Africa.
Job Purpose
- AIIM is seeking a talented individual, who is passionate about Africa and its development, to join the business and provide support to the pan-African Investment team.
Responsibilities
Financial analysis
- Review and analyse financial statements
- Build, review, run, modify, and interpret financial models, including use of VBA macros
- Perform comprehensive company valuations
- Review and analyse potential financing structures
- Mentor analysts in financial modeling activities
- Investment process and transaction execution:
Perform risk analysis
- Manage due diligence processes and coordinate transaction advisors
- Support senior team members in the negotiation of transaction and project documents
- Compile bid documents in tender submissions
Investment papers and marketing materials:
- Prepare investment papers
- Company and market research
Asset management:
- Track asset performance against original projections
- Support portfolio companies in value-enhancing initiatives
- Engage with portfolio company management
- Investment valuation and investor reporting
Support senior team in deal identification and origination
- Travel for project site visits as well as short- to medium-term assignments in AIIM offices across the continent
Experince and Core Competencies Required
- An Honours Financial degree or equivalent
- 3 – 6 years’ experience within an Investment Bank (M&A, corporate finance or project finance), Private Equity or “Big Four” accounting firm
- Excellent financial modelling skills
- Financial acumen – the capacity to demonstrate knowledge of and insight into financial principles and processes and identify inconsistencies in data
- Ability to apply sound business judgment and an analytical, pragmatic and creative approach to problem solving
- Attention to detail and strong focus of quality of results
- Experience in infrastructure: digital infrastructure, energy transition and/or logistics beneficial but not a requirement
- Desktop research capability
- Technically proficient (advanced) in Excel, Word, PowerPoint essential.
- Project/process management
- Ability to plan and prioritise effectively
- Commercial orientation
- Excellent verbal and written communication skills in English (French and/or Arabic beneficial)
- Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.
Responsibilities
Financial Management and Control
- Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Risk Scenario Modeling
- Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Investment Management
- Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.
Recommendations
- Recommend changes to policies, processes, standards, and practices that would improve operational support.
Internal Communications
- Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Internal Client Relationship Management
- Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Financial Acumen, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- Honours Degree (Hons)
Closing Date
- 22 April 2025 , 23:59
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Accounting / Financial Services jobs