SENIOR INVESTMENT ASSOCIATE

About the position

COMPETENCY PROFILE
Outputs
Business Development / Transaction Origination

• Pro-actively develop business development strategies and pursue new business development through excellent
  understanding of market and stakeholder networks.
• Identifies lucrative market opportunities through an excellent understanding and interpretation of sector
  analyses, including market structure, supply and demand aspects, competitor environment, and gap analysis
  and taking actions accordingly.
• Actively participate in formulating, developing and implementing the business development strategy to generate
  new investment opportunities in the South African BEE financing market.
• Engage in the activities and efforts required for the implementation of the business development plan.
• Conduct business development in response to new markets, products and clients.
• Develop strategic relationships with financial institutions, corporate finance advisors, other intermediaries and
  BEE groups.
• Participate and represent the NEF at investment conferences and roundtable discussions.
• Engage in activities that ensure the investment initiatives are in support of broader South African economic
  development strategies and/or government BEE strategies.
  Transaction Execution
• Act independently in all spheres of project management, expert in deal structuring and negotiations.
  Acknowledged as a very experienced deal maker/ transactor both within and outside of the NEF:
  o Mobilize, coordinate and guide internal and external resources to appraise transactions/project/applications.
  o Manage and influence internal decision making and transaction processes to obtain investment approval.
  o Utilize expert knowledge (of BEE market, financial market, macro-economic environment sector) as to
  support, lead tea in identifying and suggesting/recommending appropriate mitigation measures on key risk
  issues.
  o Conduct comprehensive due diligence investigations on approved transactions by providing input on
  scoping and partaking in due diligence exercises with minimal support.
  o Recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each
  investment deal ensuring long term sustainability/viability of the project to the benefit of the client and NEF.
  o Provide advice, guidance to legal department on the commercial terms in the preparation of legal
  documentation.
  o Negotiate with clients/co-financiers on an acceptable deal structure, financial terms, security to ensure
  successful deal closure incorporate and writing reports.
  o Ensure the timeous execution of legal documents in accordance with approved term sheets
  o Acknowledged reputation within the NEF and externally based on successful deal closure and expertise.
  o Act as a mentor to Investment Associates and Investment Analyst.
  o Oversees and manages the implementation of projects through timeous disbursements paid out to the
  satisfaction of the client.
  o Provides expertise on structures recommended to FMCD IC by Investment Associates.
  o Pro-actively identify potential areas of non-compliance, increased risk and set-up/initiate an action
  programme accordingly.
  Deal Sustainability / Risk Management / Portfolio Management
• Responsible for surveillance, compliance, pro-actively anticipates and implements corrective actions, lead
  discussions in negotiating possible solutions:
  o Makes recommendations on effective solutions to sustain client relationships in the event of a default without
  causing a dilution in the asset value of the NEF.
  o Represents the NEF on Boards of Directors of selected investee companies.
  Experience / Skills Required
• 5 years similar experience in private equity/project finance/structured finance
• Deal structuring
• Project management
  Qualifications
• BCom degree in Finance/ Accounting
• Post Grad added advantage
  Personal Attributes / Behaviours / Attitudes
  Cognitive Competencies
• Analysis and Attention to Detail
• Focus & Sustained Attention
• Judgement and Decision Making
• Problem Solving & Learning Agility
• Tolerance of Ambiguity
  Intrapersonal Competencies
• Assertiveness
• Drive and Result Orientation
• Decisiveness & Action Orientation
• Ethical Judgement
• Excellent / Quality Orientation
• Resilience and Stress Management
• Rule Orientation
• Time and Self- Management
• Objectivity
  Interpersonal Competencies
• Building Relationships
• Building Strategy Relationships/ Networking
• Customer Service Orientation
• Engaging Diversity
• Interpersonal Agility
• Teamwork
  Communication Competencies
• Conflict Management
• Influencing & Impact (incl. Negotiation)
• Presentation and Facilitation
• Verbal and Written Communication
• Persuasiveness / Selling Skills
  Functional Competencies
• Anticipating and Managing Change
• Building the Brand
• Business insight and Risk Awareness
• Commercial and Financial Acumen
• Consulting / Advising
• Environmental Scanning
• Knowledge Sharing
• Organisational Awareness
• Mathematical Acumen
• Research Competencies
• Process & Tech Competence
• Programme & Project Management

Desired Skills:

• See above spec