Investment Officer
Outsourced CFO · Le Cap
Job description
About the role
The Investment Officer will join a purpose‑driven SME investment firm 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 firm’s business network.
- Perform comprehensive due‑diligence to assess the financial health and risk profile of target companies.
- Develop detailed financial models, including revenue forecasts, cost analysis, risk assessments and return calculations.
- Prepare investment reports that clearly communicate findings, risks and expected returns to stakeholders.
- Structure and negotiate financing solutions that optimise returns while managing risk.
- Build and maintain relationships with key SME market stakeholders.
- Monitor portfolio performance and adjust strategies as needed.
- Stay updated on regulatory changes, market dynamics and economic trends.
Required profile
- BCom degree in Accounting, Finance or a related field with a minimum of Financial Accounting 2 level.
- At least 3 years of experience in business investment, finance or a related role.
- Experience in auditing, banking, financial accounting or sales/marketing is advantageous.
- Strong analytical abilities, results‑orientation and excellent negotiation skills.
Required skills
- Financial modeling
- Due diligence
- Financial accounting
What we offer
- Opportunity to work with a mission‑driven investment team.
- Exposure to a diverse portfolio of SME clients.
- Professional development and mentorship.
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Published 1 hour ago
Expires 1 month from now
1 views · 0 applications
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Outsourced CFO
Le Cap