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Investment Officer

Outsourced CFO · Le Cap

New
Mid 🇬🇧 English
Due diligence Financial accounting

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.

Questions fréquentes

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Published 1 hour ago

Expires 1 month from now

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Outsourced CFO

Le Cap