Investment Analyst

• 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.

Ferva Business Partners