INVESTMENT ASSOCIATE

About the position

INVESTMENT ASSOCIATE

LOCATION KwaZulu Natal Regional Office
POSITION TYPE Permanent

QUALIFICATIONS

• B Com (Finance, Accounting, Financial Management, Management Accounting) Degree.
• Postgraduate Commerce Degree will be a distinct advantage
  EXPERIENCE
• 3 years' experience on 2 or more of the following areas: SME funding/deal making/ investment environment, business banking, venture capital environment and/or development finance,
• 3 years' experience in managing an SME portfolio.
• Good understanding of the investment process especially as it relates to SME funding.
• Basic understanding of the various investment instruments and deal structures applicable to a SME portfolio.
• Good working knowledge of key commercial statutes and regulations (e.g. Tax, Companies Act and BEE legislative environment).
• Ability to perform desktop analysis and risk assessments on applications and put forward compelling written recommendations for consideration.
• Ability to analyse and interpret financial statements.
• Working experience in due diligence appraisals.
• Ability to generate deal flow through own networks.
• PC literacy and competency in Microsoft Excel, Word, and PowerPoint.
• Good Presentation Skills and ability to communicate at all levels.
• Strong negotiating skills.
• Strong credit control / collections skills.
  JOB DUTIES / RESPONSIBILITIES
• Performing eligibility screening of new applications for funding in terms of NEF's criteria and mandate.
• Perform commercial screening of applications in terms of NEF's commercial assessment, framework, and generate reports for assessed application, with recommendations on whether the applications should be accepted or rejected.
• Prepare financial analysis as part of the commercial screening process of new applications.
• Call applicants to request information and meet as well as advice applicants where applicable.

Desired Skills:

• ME funding/deal making/ investment environment
• business banking
• venture capital environment and/or development finance

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree