Investment Officer

4 months ago

Midrand, South Africa DBSA Full time

The Investment Officer is responsible for generating deal flow and building a robust pipeline of prospective projects for development financing as well as structuring deals. Advance investment opportunities/projects (provided by the Coverage Team) from initial review through to achieving bankability.

**Key Responsibilities**:

- **Transaction Assessments**
- Assess the feasibility of investment opportunities or project transactions to ensure they are commercially viable for debt financing and align with DBSA’s strategy and mandate for developmental impact.
- Enhance bankability by identifying and mitigating key risks, working closely with the Investment Support Team (including Sector Specialists, Country Risk Specialists, Financial Analysts, etc.).
- Provide input into early review proposals and documentation, ensuring they are presented in the agreed format.
- **Transacting and Deal Structuring**
- In collaboration with the Head of Transacting, structure and negotiate detailed transaction terms with Treasury, Legal, and Loan Administration Teams to secure transaction approvals.
- Obtain relevant internal approvals and lead or actively participate in the successful conclusion of negotiations to close transactions.
- Actively monitor the transaction unit to drive the credit approval process from early review to the relevant approval committees.
- Submit well-structured and documented proposals to the approval committees for effective decision-making.
- Facilitate the preparation of complex multi-jurisdictional documents and ensure compliance with all required procedures, laws, and regulations.
- Work with the Head of Transacting to address any potential constraints in the lending value chain.
- Monitor all risk aspects related to the financing delivery function for State-Owned Entities (SOEs) and Sovereigns, ensuring appropriate risk structuring and ongoing risk mitigation.
- Ensure sound financial capital management by stewarding the capital under management and efficiently utilising financial resources.
- Record and capture learning opportunities post-transaction to enable continuous improvement and successful deal delivery.
- Appraise new investment and non-investment proposals (early-stage screening and due diligence).
- Perform detailed analysis of investment opportunities, including commercial analysis, financial modelling and risk and institutional analysis.
- Keep abreast of disbursements to approved projects as well as monitor a project’s progress post-investment.
- Coordinate the implementation of investments and monitor the performance of investment projects through progressive investment and income reports; monitor collection and recording of income on investments.
- **Relationship Management and Stakeholder Relations**
- Build and maintain strong relationships with clients, global and regional private businesses, banking and multilateral partners and government officials to further develop specific investment opportunities.
- Manage relationships at various levels with the relevant project stakeholders, partners, and lead promoters, following the project’s development objectives.
- Ensure continuous communication with clients/ projects that the DBSA has funded to adequately support the division’s monitoring function.
- Identify clients’ pain points together with the front-line divisions and coordinate DBSA’s solution offerings to address them.
- Management of client relationships and key stakeholders.
- Network and maintain relationships with key internal and external stakeholders to further develop specific investment opportunities.

Undertake other tasks as assigned by the line manager, from time to time.

**Key Measurements of Outputs**

1. Revenue performance in terms of Interest Income and/or Fees generated.

2. Delivery on the agreed Operations Mandate; these include:

- Growth rate in assets of loan book
- Annual disbursements, commitments and approvals
- Quality of loan book
- % of loan book in priority geographies and sectors
- Number of new clients
- Number of potential deals and pipeline

3. Management of client relationships and key stakeholders.

**Expertise & Technical Competencies**:
**a)** **Project Management**
- Defines, plans, and manages large and/or strategic projects, including those with a high degree of technical complexity, with impacts across the organisation and/or with national implications.
- Assembles and leads diverse and multi-disciplinary teams, ensuring maximum effective resource utilisation.
- Successfully manages substantial project budgets and reports directly to senior managers on the progress and results of projects.
- Identifies complex issues that need escalation and proposes appropriate corrective actions.

**b) Deal Structuring**
- Uses credit enhancement techniques to structure deals and optimise pricing in terms of Basel principles.
- Has an in-depth and practical understanding of how to optimise the Capital Structure, collateral package,

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