About the position
Experience & Skills :
- Minimum 5 years' experience in investment analysis, deal structuring, or corporate finance.
- Proven experience in SME funding, venture capital, or development finance.
- Strong understanding of financial modelling, valuation, and credit risk analysis.
- Exposure to legal and transaction documentation (Shareholders Agreements, SPAs, etc.).
- Demonstrated ability to originate and close transactions independently.
- Experience engaging with government and development stakeholders preferred.
Qualification Requirements :
- Bachelor's degree in Finance, Accounting, Economics, Investment Management or related field.
- Postgraduate qualification (e.g., Honours, CFA Level 1, MBA) advantageous.
Role Summary :
- The incumbent will serve as a senior investment professional responsible for leading the implementation of the company's mandate in the province. To manage the regional office operations while directly originating, assessing,
- Structuring, and implementing investment transactions.
- In addition, this role requires a strong dealmaker with sound financial modelling and investment analysis capabilities, coupled with the ability to represent the the company in
- stakeholder forums, build strategic partnerships, and drive business development to achieve the company's developmental and investment KPIs.
- Lastly, this position is suited for an experienced Investment Associate or Senior Investment Associate who can operate independently, manage the end-to-end investment process and
- provide leadership to a small regional team without necessarily having prior formal management experience.
Outputs :
- Deal Origination and Investment Execution
- Identify, originate, and structure commercially viable deals aligned with the company's mandate in the Western
Cape.
- Assess new applications for commercial viability and eligibility against the company's investment criteria.
- Prepare investment proposals, including financial models, risk analysis, and investment motivations.
- Present deals to the company Committees (Investment and Credit) for approval.
- Ensure timeous implementation and disbursement of approved transactions within set turnaround times.
- Address Credit Risk queries and Legal structuring matters collaboratively with head office teams.
- Oversee post-approval implementation and handover to Post Investment for monitoring.
- Pipeline Development and Business Growth
- Maintain a strong and quality pipeline that aligns with the company's annual investment and empowerment
targets.
- Drive active deal flow generation within the province through stakeholder engagement, outreach, and
business development.
- Work with municipalities, provincial departments, DFIs, and business chambers to source viable projects.
- Identify investment opportunities that contribute to job creation and provincial economic growth.
- Financial Analysis and Modelling
- Develop robust financial models to evaluate project feasibility, profitability, and repayment capacity.
- Conduct sensitivity and scenario analyses to support decision-making.
- Support valuations, pricing, and structuring of funding packages (debt, equity, or blended instruments).
- Provide quantitative and qualitative inputs for investment reports and presentations.
- Regional Leadership and Office Management
- Oversee daily operations of the Western Cape Regional Office and ensure compliance with the company policies.
- Provide guidance and mentorship to the regional analyst/investment associate and administrator.
- Ensure high-quality deal screening, timely reporting, and effective client communication.
- Manage resources and workflows to meet turnaround time targets and organisational KPIs.
- Foster a results-oriented, collaborative regional team culture aligned with the company's core values.
- Stakeholder Management and Representation
- Represent the the company in provincial stakeholder meetings, investment forums, and development
partnerships.
- Coordinate with provincial government, business associations, and local enterprises to promote the company
offerings.
- Ensure alignment of provincial initiatives with the company's strategic priorities and transformation objectives.
- Promote the company's visibility through outreach programmes, SME workshops, and public engagements
Personal Attributes/Behaviours/Attitudes :
Key Competencies:
- Strong deal-making and analytical skills.
- Advanced financial modelling and Excel proficiency.
- Excellent business writing and presentation ability.
- Ability to balance developmental and commercial imperatives.
- Sound judgment, integrity, and decision-making ability.
- Strong interpersonal and negotiation skills.
- Ability to lead and inspire a small team.
- Professional maturity and self-motivation
Attributes and Behaviour
- Integrity and ethical conduct.
- Results-oriented and deadline-driven.
- Strategic and proactive thinker.
- Client-focused with a developmental mindset.
- Collaborative and adaptable.
- Professional representation of the company at all times.
Desired Skills:
Desired Work Experience:
Desired Qualification Level: