Investment Officer
Outsourced CFO · Métropole du Cap
Description du poste
About the role
The Investment Officer will join a purpose‑driven SME investment team that supports entrepreneurs with financing, mentorship and technical assistance. You will play a key role in sourcing, evaluating and structuring investments that create real value for the SME sector.
Key responsibilities
- Conduct market research to identify potential clients and strategic partnership opportunities.
- Organise and attend networking events, conferences and industry forums to expand the business network.
- Perform comprehensive due‑diligence to assess financial health and risk of target companies.
- Develop detailed financial models, including revenue forecasts, cost analysis, risk assessment and return calculations.
- Prepare investment reports that communicate findings, risks and expected returns to stakeholders.
- Structure and negotiate financing solutions that optimise returns relative to risk.
- Build and maintain relationships with key SME market stakeholders.
- Monitor and evaluate the performance of client portfolios.
- Stay informed on industry regulations, market dynamics and economic trends to adapt investment strategies.
Required profile
- BCom degree in Accounting, Finance or a related business field with at least a Financial Accounting 2 level.
- Minimum 3 years of experience in business investment, corporate finance or a related finance role.
- Experience in auditing, banking, financial accounting or sales/marketing is advantageous.
- Strong analytical abilities, results‑orientation and excellent negotiation and relationship‑building skills.
Required skills
- Financial modeling
- Due diligence
What we offer
- Opportunity to work with a mission‑driven investor focused on SME growth.
- Exposure to a diverse portfolio of entrepreneurial ventures.
- Professional development in investment analysis and deal structuring.
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Outsourced CFO
Métropole du Cap