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Investment Officer

Outsourced CFO · Métropole du Cap

Mid 🇬🇧 English
Due diligence

Job description

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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Published 4 months ago

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Outsourced CFO

Métropole du Cap