Senior Investment Associate

2 weeks ago


Johannesburg, Gauteng, South Africa Secondments Recruitment Full time

Job Advert Summary:

To manage team in terms of deal implementation to ensure targets are met and to provide support for complex
transactions. Ensure optimal deal structuring and pricing in line with the company's product criteria and mandate. Ensure accurate capturing of terms on the standard company Template.

Minimum Requirements:

5 years' experience in the corporate finance/ Banking/ DFI environment

  • Deal making experience and ability to structure deals, financial modelling and negotiating skills.
  • PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.
  • Understand the company mandate and investment guidelines.
  • Able to conduct quality due diligence exercises.
  • Accounting and/or auditing, law, tax.
  • Able to gather data from all relevant sources, including industry experts.
  • Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports.
  • Great writing skills.
  • Able to identify risks and recommend relevant risk mitigation measures.
circumstances.

  • Communication and presentation skills to present investment reports to various committees for approval.

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

Duties and Responsibilities:

Ensure optimal deal structuring and pricing in line with the company's product criteria and mandate.

  • Ensure accurate capturing of terms on the standard company Template.
  • Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those
raised by FMD committee) as well as mitigating factors.

  • Develop financial model on due diligence outcomes
  • Evaluate and participate in negotiating favourable investment terms for the company
  • Structure and participate in negotiating and finalising agreements
  • Ensure shareholders / investment agreements are reviewed for input by legal.
  • Prepare and present investment report to FMD and investment committees within preagreed timelines.
  • Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission
to Fund Manager and/or external circulation

  • Ensure that all disbursement files are reviewed for completeness prior to release to Fund Manager.
  • Work with the Investment Principal, Fund Manager and the rest of iMbewu leadership to ensure high quality
transactions and superior client service.

  • Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to
disbursement

  • Assist with postinvestment matters resolution where necessary
  • Assist team with interpretation of milestones
Stakeholder management

  • Business development and marketing iMbewu products.
  • Deal origination to source quality deals.
  • Network building and use of professional relationships to yield a flow of quality leads.


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