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