• A well-established financial services business is seeking to appoint an Investment Associate (Tourism)

Qualifications:

• B. Com Degree (Finance, Accounting, Business Economics)
• Deal structuring and implementation
• Financial modelling and Business valuation methodologies.

Preferred

• CA(SA) and/or MBA with demonstrated experience in tourism and/or acquisitions.

Experience:

• Minimum of 5 years’ experience in deal-making, preferably with exposure to tourism, hospitality, or related sectors.
• Deal origination to source quality deals
• Network building and use of professional relationship to yield a flow of quality leads
• PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint
• Understanding the mandate and investment guidelines
• Should possess good analytical and modelling skills and be able to apply financial modelling methodologies
• Develop and market Tourism and Rural Fund products to potential clients and stakeholders

Should possess amongst other the following skills in order to be able to conduct due diligence exercise:

• Accounting and/or auditing, law, tax
• Should be able to gather data from all relevant sources, including industry experts
• Be able to communicate at all levels and use interviews to gather data necessary in compiling investment reports
• Have good writing skills
• Be able to identify risks and recommend relevant risk mitigants
• Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances
• Ability to negotiate terms and conditions of investment to minimize risk in each transaction
• Communication and presentation skills to present investment reports to various committees for approval.

Closing: 

• 2025-09-02