Funding Associate

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role provides operational and analytical support to the Funding Manager in managing investment deals. It focuses on assisting with due diligence, coordinating approval processes, and maintaining accurate documentation throughout the investment lifecycle. The role requires strong attention to detail, analytical skills, and the ability to work collaboratively in a fast-paced environment.

Role Description / Key Performance Areas:

Investment Evaluation and Execution

• Conduct preliminary screening and analysis of investment proposals

• Develop and maintain accurate records of deal documentation and progress

• Coordinate and support financial, commercial, and operational due diligence activities

• Compile data and prepare initial analysis for review by the Funding Manager

• Assist in preparing documentation for Investment Committee submissions

• Ensure compliance with governance and approval protocols

• Track deal progress across the pipeline and ensure timely execution in line with internal approval frameworks

• Prepare draft reports on deal status and portfolio performance

• Provide timely updates to the Funding Manager

Portfolio Management & Reporting

• Prepare quarterly and ad hoc portfolio performance reports for internal stakeholders

• Assist with post investment value creation initiatives and impact measurement where applicable

Stakeholder and Relationship Management

• Maintain accurate and up to date deal and portfolio documentation

• Act as a key point of contact for routine queries from investees, advisors, and internal stakeholders

• Build effective working relationships with internal teams (legal, risk, finance) and external partners

Communication and Engagement

• Draft clear, concise investment papers, presentations, and internal updates

Personal Effectiveness

• Manage own tasks and deadlines effectively to support team objectives

• Collaborate with colleagues and demonstrate adaptability in a fast-paced environment

• Demonstrate strong attention to detail, accountability, and follow through

Requirements: Skills, Qualifications and Experience required:

This role requires a flexible and self-driven person, comfortable with ambiguity and with a very strong can-do attitude. A high level of integrity, maturity and confidentiality is required. The successful candidate should have very strong communication, presentation, numerical and analytical skills are needed.

Technical and Professional Skills

• Strong financial modelling, valuation, and analytical skills

• Solid understanding of corporate finance, investment structures, and risk analysis

• Ability to analyse financial statements and assess business performance

• Proficiency in Microsoft Excel, PowerPoint, and Word (advanced Excel preferred)

Qualification and Experience

• Bachelor’s degree in Finance, Economics, Accounting, Investment Management, or related field

• Postgraduate qualification (Honours, CFA, or equivalent) advantageous

• 2–4 years’ experience in investment analysis, private equity, corporate finance, development finance, or impact investing

• Excellent command of the English language, both in communication ability and in drafting skills. 

• Excellent social skills, able to operate with diplomacy, tact and empathy.

• A high degree of personal organisation and self-management.

Attributes / Competencies:

Behavioural and Interpersonal Skills

• High levels of professional integrity, confidentiality, and ethical judgement

• Strong written and verbal communication skills, with the ability to draft quality investment documents

• Ability to work collaboratively while managing responsibilities independently

• Comfortable operating in a fast-paced environments

Personal Attributes and Competencies

• Strong attention to detail and quality orientation

• Results-driven with a proactive, problem-solving mindset

• Strong organisational and time management skills

• Willingness to learn and grow within an investment environment

Skills

Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

Business Insight

Collaborates

Communicates Effectively

Decision Quality

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

12 June 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!