Senior Investments Officer: Equities

6 months ago

Midrand, South Africa DBSA Full time

The Senior Investment Officer (Equities) is responsible for the implementation of the Bank’s equity investment strategy, ideation, identification, appraisal and implementation of new equity investment opportunities in key strategic sectors and investment themes.

**Key Responsibilities**:
Investment and Loan Transactions
- Execute equity investment projects in the relevant mandated areas.
- Support the coordination and collaboration of investment initiatives through information exchanges and collaboration with relevant divisions of the Bank, to achieve targets and objectives.
- Evaluate the feasibility of investment opportunities / project transactions to ensure that they are commercially sound prospects for equity financing and are aligned to the DBSA’s strategy and mandate.
- Undertake project due diligence and approval processes, with emphasis on ensuring key economic, financial, technical, and legal issues are considered and mitigants incorporated in the financing structure and legal documents.
- Conduct due diligence of opportunities and preparation of investment appraisals for approval by the Investment Committees.
- Provide innovative and flexible financial structures for transactions.
- Facilitate deal closure by taking responsibility for optimal financial, institutional, and legal structuring.
- Negotiation and review of equity investment agreements and project documents.
- Develop and maintain investment models, portfolio data, and supporting analytics.
- Undertake continuous research and provide recommendations on significant developments, emerging opportunities, and challenges in areas of responsibility.

Equity Portfolio Performance
- Facilitate strong investment performance and value addition in the equity investment portfolio.
- Coordinate the implementation of equity investments and monitor the performance of equity investment projects through progressive investment and income reports; monitor collection and recording of income on equity investments.
- Oversee disbursements to approved projects as well as monitor a project’s progress post investment.
- Draft, review and submit of quarterly portfolio reports for the Investment Committee and Investors.
- Identify key risks facing the portfolio and implement mitigating strategies / policies.

Relationship Management
- Build and manage relationships with key internal and external clients to increase the Bank’s reach, equity investments and loans transactions.
- Provide reports and information to potential clients and document the same to provide information on customer requirements/ areas of interest.
- Engage with financial intermediaries to offer new products and access new markets that help further DBSA’s mission.
- Identify clients’ pain points together with the front-line divisions and coordinate DBSA’s solution offerings to address them.
- 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
- Value and number of project approvals, commitments, and disbursements.
- Value of infrastructure catalysed.
- Quality of equity investment book (e.g., NPL ratio).
- % of equity book in priority geographies and sectors.
- Number of transactions that are committed for DBSA funding to black-owned entities (50% shareholding and above) and fund managers.
- Number of jobs created or "to be created" by projects - Direct and Indirect jobs.
- Quality of signed agreements / mandates.
- Implementation of strategic initiatives.
- Clients and Stakeholders service rating.
- Demonstration of thought leadership and a recognised expert in area of responsibility.

**Expertise & Technical Competencies**:
Minimum Requirements
- A post-graduate qualification/ honours degree in Finance, Business, Accounting, Engineering or Economics.
- A minimum of 5-7 years’ experience of relevant work experience in equity investments (funds or direct investments), corporate / project finance gained at institutional and other fund investors, commercial / investment banks and/or development financial institutions.
- Experience in structuring solutions across financial products using debt, private equity and funds, and/or capital market instruments.
- Experience in working on investment projects through an established approval process.
- Strong credit, financial, analytical, and modeling skills.
- Experience in financial analysis and/or financial modelling.
- Experience in doing business across Africa.

Desired requirements
- A post graduate qualification or equivalent in Business or Finance (CA or CFA), or Engineering, or Economics.

TECHNICAL

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 mul

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