Location: Johannesburg Sector: Renewable Energy / Alternative InvestmentsOur client develops, owns, and operates renewable energy assets across South Africa, with a primary focus on commercial and industrial (C&I) solar PV and battery energy storage systems. The business delivers clean, reliable, decentralised power solutions that help companies reduce costs, improve energy resilience, and meet sustainability targets.With R1bn+ in assets under management, the business is scaling its capital and asset base and is looking for a high-calibre Associate to support and lead investor-facing activity across the full retail capital-raise cycle for a structured, tax-efficient investment vehicle.The successful candidate will be the face of the fund to intermediaries and investors — managing queries, coordinating onboarding, and ensuring every touchpoint reflects the professionalism expected at this level of the market.ResponsibilitiesInvestor RelationsServe as primary point of contact for IFAs, wealth managers, tax practitioners, and direct HNW investorsHandle inbound queries on fund structure, product mechanics, tax treatment, and returns — with accuracy and professionalismManage LP onboarding end-to-end: FICA, subscription documentation, SARS confirmations, and post-investment correspondenceProactively communicate fund updates, deployment milestones, and material developments to investorsDistribution SupportSupport IFA and intermediary outreach: prepare tailored pitch materials, schedule meetings, and follow up post-presentationAttend investor events, roadshows, and adviser briefings; contribute to or lead group presentations as requiredBuild and maintain strong working relationships with key distribution partnersPipeline & AdministrationMaintain CRM / pipeline tracker with zero missed follow-ups or outstanding itemsTrack intermediary engagement, investor commitments, and subscription status across all channelsCoordinate with fund administration on documentation workflows and compliance requirementsPrepare weekly pipeline reports and raise status updatesMaterials & PresentationsProduce investor-facing materials: fund summaries, FAQs, one-pagers, and updated slide decksMaintain accurate, current versions of all fund documentation and ensure consistency across channelsAssist with LP communications, quarterly updates, and ad hoc investor lettersFund Raise OperationsFlag risks, delays, or investor concerns early and proactivelyManage own workload under deadline pressure, without close supervisionDirect-to-Market Channel BuildLead the build-out of a direct-to-market investor acquisition channel, reducing reliance on third-party intermediaries over timeOwn the direct investor journey end-to-end — from first enquiry through FICA, subscription, and fundingTrack direct-channel performance separately from intermediary channels to inform unit economics and channel mix decisionsOperational InfrastructureBuild and own the systems (CRM, pipeline tracker, document workflows) needed to onboard and manage investors and distribution channels at scaleStandardise onboarding workflows across channels so the process doesn't depend on institutional memoryRequirementsEssential3–7 years' experience in financial services — asset management, wealth management, private equity, investment banking, or a specialist fund environmentDirect investor or client-facing experience in a professional financial services contextTertiary qualification in Finance, Investments, Accounting, or a related field (BCom or equivalent minimum)Exceptional written and verbal communication — able to simplify complex concepts for sophisticated investorsProficiency in PowerPoint and Excel; able to build polished materials independentlyDemonstrable track record of managing high volumes of investor or client correspondence without errors or omissionsAdvantageousStrong working knowledge of investment products, fund structures, and tax-efficient vehiclesExperience with structured tax investment products (e.g. Section 12B/12J)Exposure to en commandite partnerships, SPV structures, or infrastructure / renewable energy fundsCFA, CFP, or postgraduate finance qualificationExisting network within the IFA, wealth management, or tax advisory community in South AfricaQualitative FitWorks well in a teamCommunicates proactively, with qualityStrong attention to detailPresents wellTakes ownership and accountabilityWants to be part of a growing organisation
Location: Johannesburg
Sector: Renewable Energy / Alternative Investments
Our client develops, owns, and operates renewable energy assets across South Africa, with a primary focus on commercial and industrial (C&I) solar PV and battery energy storage systems. The business delivers clean, reliable, decentralised power solutions that help companies reduce costs, improve energy resilience, and meet sustainability targets.
With R1bn+ in assets under management, the business is scaling its capital and asset base and is looking for a high-calibre Associate to support and lead investor-facing activity across the full retail capital-raise cycle for a structured, tax-efficient investment vehicle.
The successful candidate will be the face of the fund to intermediaries and investors — managing queries, coordinating onboarding, and ensuring every touchpoint reflects the professionalism expected at this level of the market.
Responsibilities
Investor Relations
- Serve as primary point of contact for IFAs, wealth managers, tax practitioners, and direct HNW investors
- Handle inbound queries on fund structure, product mechanics, tax treatment, and returns — with accuracy and professionalism
- Manage LP onboarding end-to-end: FICA, subscription documentation, SARS confirmations, and post-investment correspondence
- Proactively communicate fund updates, deployment milestones, and material developments to investors
Distribution Support
- Support IFA and intermediary outreach: prepare tailored pitch materials, schedule meetings, and follow up post-presentation
- Attend investor events, roadshows, and adviser briefings; contribute to or lead group presentations as required
- Build and maintain strong working relationships with key distribution partners
Pipeline & Administration
- Maintain CRM / pipeline tracker with zero missed follow-ups or outstanding items
- Track intermediary engagement, investor commitments, and subscription status across all channels
- Coordinate with fund administration on documentation workflows and compliance requirements
- Prepare weekly pipeline reports and raise status updates
Materials & Presentations
- Produce investor-facing materials: fund summaries, FAQs, one-pagers, and updated slide decks
- Maintain accurate, current versions of all fund documentation and ensure consistency across channels
- Assist with LP communications, quarterly updates, and ad hoc investor letters
Fund Raise Operations
- Flag risks, delays, or investor concerns early and proactively
- Manage own workload under deadline pressure, without close supervision
Direct-to-Market Channel Build
- Lead the build-out of a direct-to-market investor acquisition channel, reducing reliance on third-party intermediaries over time
- Own the direct investor journey end-to-end — from first enquiry through FICA, subscription, and funding
- Track direct-channel performance separately from intermediary channels to inform unit economics and channel mix decisions
Operational Infrastructure
- Build and own the systems (CRM, pipeline tracker, document workflows) needed to onboard and manage investors and distribution channels at scale
- Standardise onboarding workflows across channels so the process doesn't depend on institutional memory
Requirements
Essential
- 3–7 years' experience in financial services — asset management, wealth management, private equity, investment banking, or a specialist fund environment
- Direct investor or client-facing experience in a professional financial services context
- Tertiary qualification in Finance, Investments, Accounting, or a related field (BCom or equivalent minimum)
- Exceptional written and verbal communication — able to simplify complex concepts for sophisticated investors
- Proficiency in PowerPoint and Excel; able to build polished materials independently
- Demonstrable track record of managing high volumes of investor or client correspondence without errors or omissions
Advantageous
- Strong working knowledge of investment products, fund structures, and tax-efficient vehicles
- Experience with structured tax investment products (e.g. Section 12B/12J)
- Exposure to en commandite partnerships, SPV structures, or infrastructure / renewable energy funds
- CFA, CFP, or postgraduate finance qualification
- Existing network within the IFA, wealth management, or tax advisory community in South Africa
Qualitative Fit
- Works well in a team
- Communicates proactively, with quality
- Strong attention to detail
- Presents well
- Takes ownership and accountability
- Wants to be part of a growing organisation
We place world-class people into high-growth, founder-led companies. Our clients are companies that are obsessed with finding the right people.
We place world-class people into high-growth, founder-led companies. Our clients are companies that are obsessed with finding the right people.
