Investment Associate
Listing reference: nef_000204
Listing status: Online
Apply by: 6 November 2026
Position summary
Industry: Financial Services
Job category: Other: Banking, Finance, Insurance, Stockbroking
Location: Sandton
Contract: Fixed Term Contract
Remuneration: Market Related
EE position: Yes
Introduction
To source and execute deals, support business development as well as maintain client relationships.
Job description
Business development/ transaction origination
- Support business development initiatives.
- Develop and maintain clients network and relationships;
- Develop and maintain client portfolio to source transactions;
- Consult with BEE groups, intermediaries, lending institutions and other stakeholders;
- Explore opportunities for new investments through networking;
- Actively participate in business development initiatives;
- Contribute to the development of a business development strategy;
- Start to build networks within BEE market;
- On deal flow start to build reputation as an acknowledged/successful deal maker.
Transaction execution
- Applies standard project management skills of resource utilization, process management independently but still needs advice / assistance on deal structuring techniques and negotiation skills:
- Mobilize, coordinate and guide internal and external resources to appraise project/deals;
- Manage and influence internal decision making and project processes to obtain investment approval;
- Develop a broad knowledge of (of corporate finance/private equity macro environment, sector, specific transaction) to support team in identifying and recommending appropriate mitigation measures on key risk issues;
- Partake in due diligence exercises, using approved processes and principles as outlined in the due diligence scope;
- With assistance recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long term sustainability/ viability of the project to the
benefit of the client and the NEF; - With assistance utilize knowledge of project deal structuring in compiling paralegal documents such as term sheets;
- With assistance support negotiate with clients/co-financiers on an acceptable deal / project structure financial term, security to ensure successful deal closure;
- With support oversee the finalization of legal agreements pertaining to the transaction/project.
Minimum requirements
Experience / Skills Required
- Minimum of 3 years’ experience in dealmaking,
- Deal structuring experience
- Solid Project management experience
- A generalist in area in corporate finance with some experience in private equity
Qualification Requirements
- Graduate degree, preferably a BCom Accounting, CA, CFA or equivalent
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Conceptual / Big Picture Thinking
- Creative / Innovation
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self- Management
- Objectivity
Interpersonal Competencies
- Building Relationships
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork