- Read and review credit reports for the necessary stakeholders.
- Source and convert leads that require funding for the execution of purchase orders they have been awarded.
- Monitor and track the performance of existing investments to support decision-making and portfolio management activities.
- Ensure the pipeline is sufficient for the funds available, and keep the Moolalend spreadsheet up to date.
- Assist with funding projects between R250K - R750K.
- In instances in which the project is above R750K - ensure the business receives a funding proposal and that a meeting for approval takes place.
- Assist in conducting due diligence on potential funding projects to evaluate potential risks.
- Generate the weekly reports every Monday by COB.
- Send out monthly statements
- Generate a monthly and quarterly report on Moolalends performance
- Manage communications from clients enquiring about Moolalends product offerings and its services, processes and policies regarding funding.
- Retain customers/clients.
- Ensure the admin up to date regarding client agreements and End-user verifications on approved projects.
- Manage projects to ensure that the project is duly completed within the required time frame (Within the 90 day period).
- Ensure defaults/bad debts are below 20%.
- Collaborate closely with other members of the team to contribute to the overall investment process and generate investment ideas.
- 2+ years experience in the finance sector (lending/funding/financing)
- Project management experience advantageous
- Commercial qualification advantageous
- Strong understanding of financial concepts and investments
- Proficient in MS Suites
- Candidates must be self-starting, willing to learn, and become comfortable with a changing environment.
-
Investment Analyst
1 week ago
IFC Systems Corporation Johannesburg, South Africa**Investment Analyst** · **Job #**: · - req24066**Organization**: · - IFC**Sector**: · - Investment**Grade**: · - GE**Term Duration**: · - 3 years 0 months**Recruitment Type**: · - Local Recruitment**Location**: · - Johannesburg,South Africa**Required Language(s)**: · - English** ...
-
Investment Analyst
1 week ago
Six Sense Johannesburg, South AfricaGauteng, JHB - Northern Suburbs · - Annually Cost To Company (Market related) · A well-established short term insurer seeking to appoint an Investment Analyst · The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and in ...
-
Investment Analyst
1 week ago
RPO Recruitment Johannesburg, South Africa**Responsibilities**: · - Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies · - Look back at previous investment decisions and the thought process of making ...
-
Investment Analyst
23 hours ago
Mass Staffing Projects Johannesburg, South Africa**Job Information** · - Location- Asset Management Jobs in Johannesburg- Salary- R450k - R550k- Job Type- Permanent- Education- CA (SA)/CFA- Experience years' experience in investments- Reference FJIAA01- · - Fax Exciting role with a Private Equity Fund Manager operating in the ...
-
Investment Analyst
1 week ago
World Bank Group Johannesburg, South Africa**Job #**: · - req24066**Organization**: · - IFC**Sector**: · - Investment**Grade**: · - GE**Term Duration**: · - 3 years 0 months**Recruitment Type**: · - Local Recruitment**Location**: · - Johannesburg,South Africa**Required Language(s)**: · - English**Preferred Language(s)**: ...
-
Investment Analyst
23 hours ago
IFC Systems Corporation Johannesburg, South Africa**Investment Analyst** · **Job #**: · - req26792**Organization**: · - IFC**Sector**: · - Agribusiness**Grade**: · - GE**Term Duration**: · - 3 years 0 months**Recruitment Type**: · - Local Recruitment**Location**: · - Johannesburg,South Africa**Required Language(s)**: · - English ...
-
Investment Analyst
23 hours ago
World Bank Group Johannesburg, South Africa**Job #**: · - req26792**Organization**: · - IFC**Sector**: · - Agribusiness**Grade**: · - GE**Term Duration**: · - 3 years 0 months**Recruitment Type**: · - Local Recruitment**Location**: · - Johannesburg,South Africa**Required Language(s)**: · - English**Preferred Language(s)** ...
-
Investment Analyst
1 week ago
Nedbank Johannesburg, South Africa**Requisition Details & Talent Acquisition Contact** · - REQ: Location: Gauteng- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth- Closing Date: 21 March 2024**Job Family** · - Sales and Services · **Career Stream** · - Sales · **Leadership Pipeline** · - Ma ...
-
Investment Analyst
1 week ago
RPO Recruitment Johannesburg, South Africa**Responsibilities**: · - Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies · - Look back at previous investment decisions and the thought process of making ...
-
Investment Analyst
23 hours ago
Triple A Frontier Strategies Johannesburg, South AfricaThis is a one off opportunity to under study and be part of a well-respected investment team and a Company with strong emerging markets investment and transaction advisory experience. · Some tasks: · - Carry out due diligence checks and market-studies · - Analysing business plans ...
-
Graduate: Investment Analyst
5 days ago
Recruitment Matters Africa Johannesburg, South AfricaThe Quantitative Analyst will play an important role in assisting an investment team that manages a range of fixed-income, equity and multi-asset funds and solutions. · **Responsibilities**: · - Develop quantitative models and tools for valuation purposes. · - Analyse relevant ec ...
-
Investment Analyst: Infrastructure
6 days ago
Edge Executive Search Johannesburg, South AfricaINVESTMENT ANALYST: INFRASTRUCTURE · - Permanent · - JHB003168 · - Finance- Gauteng, JHB - Northern Suburbs · - R R Annually Cost To Company (Standard Corporate Benefits & Incentives, Negotiable)**INVESTMENT ANALYST: INFRASTRUCTURE** · **JOB PROFILE / LOCATION**:A Permanent Speci ...
-
Investment Research Analyst
1 week ago
FirstRand Johannesburg, South AfricaAbout us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To provide independent investment insights and rec ...
-
Investment Business Analyst
1 week ago
Job Offer: Investment Business Analyst · beBee Professionals is looking for an Investment Business Analyst to join our team in Johannesburg. The successful candidate will be responsible for providing financial analysis and support to the Investment team. · The ideal candidate sho ...
-
Mid-level Investment Analyst
23 hours ago
Mass Staffing Projects Johannesburg, South Africa**Job Information** · - Location- Accounting Jobs in Johannesburg- Salary- R600k - R700k- Job Type- Permanent- Education- Degree & CIMA/CFA- Experience years' post articles experience- Reference FJMIA01- · - Fax Our client, a newcomer to the Agri-Investment sector, is looking fo ...
-
Private Equity Investment Analyst
1 week ago
Raindrop Human Capital Johannesburg, South AfricaGenerate investment thesis/ideas emanating from market developments, sector information and/or company developments. · Participate in negotiations of new investments with support of experienced team members on behalf of the company. · Preparation and presentation of Investment re ...
-
Investment Banking Winter 2024 Analyst
6 days ago
Bank of America Johannesburg, South Africa**Investment Banking, Winter Analyst** · Johannesburg, South Africa · **About Us** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver fo ...
-
The Recruitment Council Johannesburg, South AfricaOur client, a leading Asset Management Firm, is looking for a qualified Data Operations Analyst. As a Data Operations Analyst, you will: · - Maintain relationships with Portfolio Managers, Dealers and Performance & Risk, Client Operations and Reporting teams. Understand their que ...
-
Unique Personnel Johannesburg, South Africa**Job Number** · - 68511 · **Job Type** · - Permanent · **Job Title** · - Investments & Assets Management Quantitative Analyst · **Computer Skills** · - HiPort,JMP,MS PowerPoint,Python,SAS,SQL Query,Stat Pro,VBA · **Industry** · - Service · **City** · - Johannesburg · **Province* ...
-
Investment Analyst X2
1 week ago
Sasria Sandton, South AfricaClosing Date · - 2024/05/17 · - Reference Number · - SAS · - Job Title · - Investment Analyst x2 · - Job Type · - Permanent · - Division · - Finance · - Department · - Investment Managements · - EE Occupational Levels · - Level 4 & 5: Skilled, Technical and Academically Qualifie ...
Investment Analyst - Johannesburg, South Africa - Ferva Business Partners
Description
Role Overview
Moolalend is currently looking for a team member to fill the role of Investment Analyst. Moolalend is looking for someone with some experience in the funding/lending space. An Investment Analyst is an integral part of our investment team and will be responsible for conducting research, analysing financial data, and assisting in investment decision-making processes.
Key Responsibilities
Financial Analysis:
Funding
Due Diligence
Reporting
Stakeholder Management and Satisfaction
Administration and Project Management
Collaboration
Requirement