Investment Specialist needed at Outsourced CFO

Job Description

• We are recruiting on behalf of our client, for an Investment Specialist in the investment industry.
• Our client is an entrepreneur’s financier, empowering small and medium enterprises (SMEs) through tailor-made financing solutions, mentorship, technical assistance, and affordable business premises. They have been in operation for over 40 years and are committed to diversity and inclusivity.
• The Investment Specialist will be based at their offices in Bellville, Cape Town.

Responsibilities:

• Conducting market research to identify potential clients and strategic partnerships for Business Partners Limited.
• Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks.
• Assessing the financial health and potential risks of targeted companies through comprehensive due diligence.
• Creating detailed financial models, including revenue projections, cost analysis, risk assessment, and return calculations to guide investment decisions.
• Drafting comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders.
• Structuring and negotiating viable financing solutions with targeted companies to optimize returns for Business Partners Limited based on the associated risk.
• Building and maintaining relationships with key stakeholders in the broader SME market.
• Monitoring and evaluating the performance of client portfolios.
• Keeping abreast of industry regulations, market dynamics, and economic trends to adapt investment strategies accordingly.

Requirements

Qualifications & Experience:

• A BCom degree in Accounting, Finance or other business-related field with minimal level of Financial Accounting 2 or equivalent.
• 5 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.v