Investment Officer

4 days ago


Midrand, South Africa DBSA Full time

The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability.

**Key Responsibilities**:
Conduct Transaction Assessment and meets DBSA’s Mandate

Evaluate the feasibility of investment opportunities / project transactions with a view of ensuring that they are commercially sound prospects for debt financing and is aligned to the DBSA’s strategy and mandate.

Make transactions bankable by identifying and mitigating key risk issues by working closely with Investment Support Team (Sector Specialists, Country Risk Specialists, Financial Analysts, etc.)

Provide input into early review proposals and documentation in the agreed format.

Execute Transactions & Drive the Credit Approval Process to ensure best class output

In liaison with the Head: Transacting, structure and negotiate the detailed terms of the deal / transaction with Treasury, Legal, and Loan Administration Teams to drive the approval of transactions.

Close deal / transactions by obtaining the relevant internal approvals for the transactions and leading or actively participating in the successful conclusion of negotiations.

Actively manage the transaction unit to drive the credit approval process in its entirety from early review to the relevant approval committees.

Ensure proposals submitted to these committees are well structured and documented for effective decision making.

Implement transactions by facilitating the preparation or managing the preparation of complex multiple jurisdiction documents and compliance with all required procedures, laws and regulations.

In liaison with the Head: Transacting resolve any potential constraints in the lending value chain.

Manage all risk aspects of the continent wide financing delivery function, in terms of ensuring appropriate structuring of investment risks and on-going mitigations of operations-related risks.

Ensure sound financial capital management through assuming responsibility for stewardship over the capital under management, and as well as efficient utilisation of financial resources.

Ensure the capturing of learning opportunities post transaction conclusion for continuous improvement and ensuring successful delivery of deals.

Monitor Client Performance

Record and continuously monitor country/industry/client performance i.e. revenues

**Key Measures**

Revenue performance in terms of Interest Income and Fees generated.

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 worked on

Management of Client Relationships and key Stakeholders.

**Expertise & Technical Competencies**:
**Minimum Requirements**

A Bachelor’s degree i.e. Finance, Business, Accounting, or Economics;
2-5 years’ experience in appraising, negotiating and closing Project Finance, Corporate Finance, or Structured Finance transactions in a financial institution;
**2-5 years’ experience in appraising, negotiating and closing Public Private Partnership (PPP) and/ or Municipal IPPs in a financial institution;**

Experience in securing infrastructure investment deals in relevant sectors/geographies in SA (particularly municipalities) and/or Africa.

Experience in initiating and developing new business strategies and opportunities to create a pipeline of development impact projects ensuring deal flow and bankability.

Experience in securing deals of appropriate size for sectors and geographies in question.

Good networks and relations with clients, global and regional private investors and banks in order to identify and source viable projects/investments.

Successful track record in leading project teams with high level stakeholders and qualified professionals;
Experience in using Financial models;
Comprehensive knowledge of the complex financial and regulatory environments across Africa.

In depth knowledge and understanding of infrastructure market, financial markets and the macro landscape.

Demonstrable experience in identifying client challenges and playing an active part in finding innovative solutions.

Experienced communicator and negotiator

Strong negotiation skills with the ability to close deals.

Proven experience in working with snr stakeholders in highly political environments in South Africa and the rest of Africa

Role requires flexibility to be deployed to other business units if required

**Desirable Requirements**

A post-graduate qualification such as a CA, CFA or MBA

**Technical Competencies**

**Risk Identification & Assessment skills**:
Advises on applicable aspects of risk identification and assessment.

Assesses and links short-term tasks in the context of long-term business


  • Investment Officer

    2 weeks ago


    Midrand, Gauteng, South Africa Fempower Personnel Full time

    Our client, a highly reputable financial institution, is seeking Investment Officer - Project Finance X2 to join their dynamic team. As an Investment Officer, you will be responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided...

  • Investment Officer

    3 weeks ago


    Midrand, South Africa DBSA Full time

    The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability. .. **Key Responsibilities**: **Conduct Transaction Assessment and meets DBSA’s...

  • Investment Officer

    2 weeks ago


    Midrand, Gauteng, South Africa DBSA Full time

    The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability.Key Responsibilities:Conduct Transaction Assessment and meets DBSA's MandateEvaluate the...

  • Investment Officer

    2 weeks ago


    Midrand, Gauteng, South Africa DBSA Full time

    The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability.Key Responsibilities:Conduct Transaction Assessment and meets DBSA's MandateEvaluate the...

  • Investment Officer

    4 weeks ago


    Midrand, South Africa Fempower Personnel Full time

    Are you a driven and ambitious Investment Officer looking for your next challenge? We are seeking a talented individual with a Bachelor's degree in Finance, Business, Accounting, Economics, Science, Mathematics, Statistics or Engineering, and 2-5 years of experience in appraising, negotiating, and closing Project Finance, Corporate Finance, or Structured...

  • Investment Officer

    2 weeks ago


    Midrand, Gauteng, South Africa Fempower Personnel Full time

    Are you a driven and ambitious Investment Officer looking for your next challenge? We are seeking a talented individual with a Bachelor's degree in Finance, Business, Accounting, Economics, Science, Mathematics, Statistics or Engineering, and 2-5 years of experience in appraising, negotiating, and closing Project Finance, Corporate Finance, or Structured...


  • Midrand, South Africa DBSA Full time

    The Principal 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** Ideate and identify new...


  • Midrand, Gauteng, South Africa Fempower Personnel Full time

    Looking for a challenging role in investment management? Our client, a leading financial institution, is seeking two Senior Investment Officer (State-Owned Entities) X2 to join their team, specializing in State-Owned entities. This is an exciting opportunity for professionals with a minimum of 5 to 7 years' experience in appraising, negotiating and closing...


  • 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...

  • Investment Officer X2

    2 weeks ago


    Midrand, Gauteng, South Africa DBSA Full time

    The Investment Officer is responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided by the Coverage Team) from early review to bankability.Key Responsibilities:Conduct Transaction Assessment and meets DBSA's MandateEvaluate the...


  • Midrand, Gauteng, 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...

  • Investment Officer

    4 weeks ago


    Midrand, South Africa Fempower Personnel Full time

    Our client, a highly reputable financial institution, is seeking Investment Officer - Project Finance X2 to join their dynamic team. As an Investment Officer, you will be responsible for executing the strategic objectives of the business in collaboration with the Transacting Head whilst being accountable to move investment opportunities / projects (provided...


  • Midrand, South Africa DBSA Full time

    The purpose of this role is to generate deal flow and build a robust pipeline of prospective projects for development financing as well as structure deals. The incumbent of this role will also be responsible to coach & mentor Investment officers. **Key Responsibilities**: Undertake business development in Africa and position DBSA as preferred...

  • Investment Consultant

    2 weeks ago


    Midrand, South Africa Ikusasa Recruitment Group Full time

    This is an opportunity for a dynamic Investment consultant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed. Salary Commission only 50/50 Split Duties - Provide financial advice and planning. - Handle and solve client...

  • Investment Controller

    2 weeks ago


    Midrand, Gauteng, South Africa Fempower Personnel Full time

    Our client has an EE opportunity for an Investment Controller to support the Back office team to achieve financial strategy and vision by ensuring alignment of the Organization's Financial Strategy, through conducting financial modelling, scenario planning and forecast and reviewing and amending financial policies to support the business.Expertise and...


  • Midrand, South Africa Fempower Personnel Full time

    Are you an experienced investment professional with a passion for project finance? We are seeking a Senior Investment Officer (Project Finance) to join our team. If you have a strong track record in appraising, negotiating, and closing project finance transactions, and if you possess the skills and abilities to structure complex financial instruments, we...

  • Investment Specialist

    2 weeks ago


    Midrand, South Africa PSG Financial Services Full time

    At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As an Investment Specialist you'll have the chance to directly impact clients' financial futures by offering expert guidance and personalized investment strategies. Your responsibilities will include conducting thorough financial analyses,...

  • Reporting Specialist

    4 weeks ago


    Midrand, South Africa Bridgena Barnard Personnel Group Full time

    Gauteng Hybrid Investment Company requires a qualified CA to join them and take control of Middle-office activities - Financial reporting, Valuations and product functions for trading by portfolio Managers and Front office. Above average knowledge of derivatives and Fixed income ess CA with 5+ year post qualification Exp CFA or studying towards...

  • Investment Specialist

    2 weeks ago


    Midrand, Gauteng, South Africa PSG Financial Services Full time

    At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As an Investment Specialist you'll have the chance to directly impact clients' financial futures by offering expert guidance and personalized investment strategies. Your responsibilities will include conducting thorough financial analyses,...


  • Midrand, South Africa Fempower Personnel Full time

    Looking for a challenging role in investment management? Our client, a leading financial institution, is seeking two Senior Investment Officer (State-Owned Entities) X2 to join their team, specializing in State-Owned entities. This is an exciting opportunity for professionals with a minimum of 5 to 7 years’ experience in appraising, negotiating and closing...