Investment Officer

4 months 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 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...

  • Principal Investment Officer

    2 months ago

    Midrand, South Africa DBSA Full time

    The Principal Investment Officer is responsible for formulating and executing the strategic objectives of the business in collaboration with the Transacting Head whilst generating deal flow and building a robust pipeline of prospective projects for development financing bankability. **Key Responsibilities**: **1. Transaction Assessments** - Evaluate the...

  • Principal Investment Officer

    5 months ago

    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...

  • Senior Investments Officer: Equities

    5 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...

  • Senior Investment Officer

    5 months ago

    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...

  • Senior Investment Officer Soe

    2 months ago

    Midrand, South Africa DBSA Full time

    The Senior Investment Officer is responsible for generating deal flow and building a robust pipeline of prospective projects for development financing as well as structuring deals. The role has the responsibility to coach and mentor Investment Officers. **Key Responsibilities**: Business Development - Undertake business development in Africa and position...

  • Investment Specialist

    5 months 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

    5 months 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...

  • Compliance Officer

    5 months ago

    Midrand, South Africa Rise Recruiting Agency Full time

    Our client in the finance Space is looking for a Compliance Officer to join them in their Gauteng branch. **Responsibilities**: - Compiling of compliance and statistical reports to the business, clients and regulators - Ensure compliance implementation and maintenance of compliance risk management and monitoring plan - Monitoring of the primary legislation...

  • Analyst Investments

    2 days ago

    Midrand, South Africa DBSA Full time

    Job Description The purpose of this role is to provide an entry-level role for graduates who have completed the DBSA graduate programme, as a stepping-stone into other career opportunities. The incumbent will be provided with further practical on-the-job training and be expected to perform functions aligned to the requirements of the division. The Analyst...

  • Middle Office

    5 months ago

    Midrand, South Africa Bridgena Barnard Personnel Group Full time

    Gauteng, Midrand - R 75000 - R 94000 Monthly Basic Salary (Negotiable) 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...

  • Senior Legal Advisor: Investments

    2 weeks ago

    Midrand, South Africa DBSA Full time

    To proactively provide legal advice and support to clients on the financing activities of DBSA, ensuring that all actions, initiatives, and investments are legally sound and protect the investment portfolio. Mitigate legal risks and prevent adverse reputational or other negative consequences for DBSA. Provide guidance and leadership to junior legal advisors,...

  • Occupational Health and Safety Officer Accreditation

    2 months ago

    Midrand, South Africa Maanda Nes Investments Full time

    **Job Title: Occupational Health And Safety Officer Accreditation** - Availability: Immediately_ - Salary: Negotiable_ - Location: Maanda Nes Investment pty(ltd)_ **Summary**: We are seeking a dynamic Occupational Health And Safety Officer Accreditation: Facilitator based in Midrand or surrounding areas **Essential Duties and Responsibilities**: -...

  • Compliance Officer

    4 months ago

    Midrand, South Africa PSG Konsult Full time

    **Job description**: PSG Distribution is currently recruiting for a Category I Compliance Officer position. Reporting to the Head: Compliance - Distribution, you will overall be responsible for the implementation of relevant legislation regulations and to drive quality assurance and compliance adherence in the PSG Adviser offices (long - and short-term...

  • Compliance Officer

    4 months ago

    Midrand, South Africa PSG Konsult Full time

    **Job description**: PSG Distribution is currently recruiting for a Category II Compliance Officer position. Reporting to the Head: Compliance - Distribution, you will overall be responsible for the implementation of relevant legislation regulations and to drive quality assurance and compliance adherence in the PSG Adviser offices (long - and short-term...

  • Compliance Officer

    7 days ago

    Midrand, Gauteng, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking a skilled Compliance Officer to fill a Category II role within our client's team. This position is responsible for ensuring adherence to legislative regulations and maintaining quality assurance across offices covering long-term and short-term assurance, collective investments, and stockbroking.Key...

  • Compliance Officer CAT II | Midrand

    4 weeks ago

    Midrand, South Africa The Recruitment Council Full time

    Our client is seeking a Category II Compliance Officer to join their team. This position reports to the Head of Compliance – Distribution and involves ensuring adherence to relevant legislative regulations and maintaining quality assurance in the client’s offices, which cover long-term and short-term assurance, collective investments, and...

  • Committee Officer

    4 weeks ago

    Midrand, South Africa DBSA Full time

    The Committer Officer is responsible for providing governance, secretariat and full administration support to DBSA Committee/s as well as provide support to the Chief Risk Officer’s office. The Committee Officer’s key performance requirements are summarised below. **Key Responsibilities**: **Key Performance Areas**: Provide full administrative function...

  • Senior Legal Advisor: Investments

    2 days ago

    Midrand, South Africa DBSA Full time

    Job Description To proactively provide legal advice and support to clients on the financing activities of DBSA, ensuring that all actions, initiatives, and investments are legally sound and protect the investment portfolio. Mitigate legal risks and prevent adverse reputational or other negative consequences for DBSA. Provide guidance and leadership to...

  • Compliance Officer CAT II | Midrand

    4 months ago

    Midrand, South Africa The Recruitment Council Full time

    Our client is seeking a Category II Compliance Officer to join their team. This position reports to the Head of Compliance Distribution and involves ensuring adherence to relevant legislative regulations and maintaining quality assurance in the client's offices, which cover long-term and short-term assurance, collective investments, and stockbroking.Key...