Our client, South Africas leading fixed-income asset manager, for more than 20 years, has an opportunity for an Investment Analyst.
As part of a team, the successful incumbent will be responsible for new deal origination and structuring, and sourcing, collating and distilling various sources of information, to provide timeous and informed investment and trade recommendations on unlisted and high-yield debt opportunities.
This will be based on the effective management of new and existing deal counterparty relationships, and thorough analysis and sound judgement of both financial and non-financial risks, for the ultimate benefit of the clients invested in the funds so that they generate alpha.
Our client is committed to transformation, and preference will be given to suitably qualified previously disadvantaged South African candidates.
The position is based in Cape Town. Key Responsibilities : Performing fundamental credit analysis and make investment recommendations that includes an assessment of the proposed volume and price of the transaction, on a portfolio of counterparties.
and Incorporating an assessment of ESG (environmental, social and governance) factors in the analysis. Preparing investment reports and presenting deals and investments recommendations to the Credit Committee.
Working with external and internal legal advisors to ensure adequate protections are captured in the legal document; and Negotiation with the counterparty and their legal advisors to ensure the appropriate terms and conditions are included.
and Monitoring, management and maintenance of existing deal counterparties (covenant compliance, updated AFS review, ad-hoc requests, etc.
Analysing appropriateness of deals, including analysis of the pricing of deals; and Negotiating deal terms and conditions, and structuring of transactions, including negotiating legal agreements.
Ongoing review of existing transactions, and developing and maintaining counterparty relationships, in order to assess and manage evolving risks and rewards, and to make recommendations or investment decisions where appropriate.
Maintaining all investment related data to ensure it is accurate and complete, and can be used for investment decision-making and reporting.
Participating in internal ad-hoc projects related to process improvements, valuation models, ratings tools, internal efficiency projects, etc.
Participating in valuation methods and processes, Listed and Unlisted Credit Committees and other internal team meetings.
and CA(SA) and / or CFA candidate or similar is a requirement.