Transacting Specialist X2

4 weeks ago


Midrand, South Africa DBSA Full time

The Transacting Specialist is responsible for relationship management and compliance to contract requirements and prevention of risk of on non-performance.

Ideation and identification of new equity investment opportunities in key strategic sectors / investment themes;
Evaluate the feasibility of investment opportunities / project transactions with a view to ensuring that they are commercially sound prospects for equity financing and are aligned to the DBSA’s strategy and mandate.

**Key Responsibilities**:
**Primary Responsibilities**
- Due diligence of opportunities and preparation of investment appraisals for the company’s Exco and Investment Committees;
- Provide innovative and flexible financial structures for complex transactions;
- Ensure deal closure by taking responsibility for optimal financial, institutional and legal structuring;
- Development and maintenance of investment models, portfolio data, and supporting analytics;
- Identification of key risks facing the portfolio and implementation of mitigating strategies / policies;
- Position DBSA as a preferred equity investor/partner;
- Management, oversight, training and development of the investment team;
- Negotiation and review of equity investment agreements and project documents;
- Investment management and value addition in portfolio companies in line with the Company’s value add framework and investment approach;
- Oversee disbursements to approved projects as well as monitor a project’s progress post investment;
- Undertake continuous research and provide recommendations on significant developments, emerging opportunities and challenges in areas of responsibility. Provide information to potential clients and document the same to provide information on customer requirements/ areas of interest.

**Relationship Management**
- Networking, liaising, and maintaining of relationships with key internal and external stakeholders to further develop specific investment opportunities;

**Loan and Equity Portfolio Performance**
- Monitor the loan performance as per agreements and provide regular reports to GE Transacting on the performance thereof.
- Monitor the defaulters, creditors and maintain good solid relationships with existing clients with the DBSA.
- Conduct project audits and monitor significant developments that can potentially influence the bankability of projects for the DBSA.
- 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;
- Drafting, review and submission of quarterly portfolio reports for the Investment Committee and Investors;

**Covenant Compliance**
- Maintain all credit files to ensure proper adherence to client compliance on agreements to minimize and manage the risk to the Division.
- 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 utilization of financial resources.
- Ensure the capturing of learning opportunities post transaction conclusion for continuous improvement and ensuring successful delivery of deals.

**Key Measurements of Outputs**

These include:

- Annual disbursements, commitments and approvals (value and number of equity transactions)
- Growth rate in assets of loan and equity book;
- Quality of loan and equity book;
- % of loan and equity book in priority geographies and sectors;
- Management of Budget including operational expenses.
- Quality of signed agreements / mandates
- Management of client relationships and key stakeholders
- Quality progress reports
- Revenue performance in terms of interest income and fees generated

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

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

A minimum of 10 years’ experience in a similar role in appraising, negotiating and closing infrastructure related Project Finance, Corporate Finance, or Structured Finance transactions in a financial institution

Experience with working with Coverage and deal execution teams

Experience in presenting to Senior Executives and Management Teams to ensure compliance to contract management in order to prevent risk of non-performance.

Fee Income product knowledge and expertise in Debt and Equity investments, portfolio management, guarantee issuance, arranging and distribution.

Experience in financial analysis and/or Financial modelling;
Experience in doing business across Africa;
Successful track record in leading project teams with high level st



  • Midrand, Gauteng, South Africa DBSA Full time

    The Transacting Specialist is responsible for relationship management and compliance to contract requirements and prevention of risk of on non-performance.Ideation and identification of new equity investment opportunities in key strategic sectors / investment themes;Evaluate the feasibility of investment opportunities / project transactions with a view to...


  • Midrand, South Africa DBSA Full time

    The Transacting Specialist is responsible for monitoring the performance of loans and equity portfolios, covenant monitoring and compliance and the management of relationships with clients and stakeholders in South Africa and the Rest of Africa. **Key Responsibilities**: **1. **Loan and Equity Portfolio Performance Monitoring** - Monitor the performance of...


  • Midrand, Gauteng, South Africa DBSA Full time

    The Transacting Specialist is responsible for monitoring the performance of loans and equity portfolios, covenant monitoring and compliance and the management of relationships with clients and stakeholders in South Africa and the Rest of Africa.Key Responsibilities:1. Loan and Equity Portfolio Performance Monitoring**- Monitor the performance of loans and...

  • 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 role of the incumbent is to prepare projects for lending decision. This entails, amongst other things: scope or define a project that is in an early preparation phase, facilitate syndication for participating in the project, identifying and managing feasibility studies required to present a bankable Project Information Memorandum (PIM) to DBSA, assist...


  • 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...

  • 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, South Africa DBSA Full time

    The Group Executive: Transacting is the DBSA’s functional lead in respect of overseeing and managing infrastructure projects from a long-term financial perspective. He/she executes in the context of the DBSA strategy and governance structures, whilst ensuring projects’ viability and profitability. That is, he/she is responsible for leading and managing...

  • 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...


  • Midrand, Gauteng, South Africa Fempower Personnel Full time

    Our client has an exciting EE opportunity for a Project Preparation Specialist.The role of the incumbent is to prepare projects for lending decision.This entails, amongst other things:scope or define a project that is in an early preparation phase, facilitate syndication for participating in the project, identifying and managing feasibility studies required...


  • Midrand, South Africa Bridgena Barnard Personnel Group Full time

    Gauteng, Midrand - R 85000 - R 105000 Monthly Basic Salary (Market related, Negotiable) Gautenb Corporate requires the services of an experienced Funding Specialist to manage optimize and deploy funding strategy & objectives Gautenb Corporate requires the services of an experienced Funding Specialist to manage optimize and deploy funding strategy &...


  • Midrand, Gauteng, South Africa Fempower Personnel Full time

    Our client has an exciting opportunity for a Principal Project Preparation Specialist to lead Project Preparation Teams to prepare projects in order to develop the organization's investment pipeline in priority sectors in South Africa, SADC Region and selected African Countries in line with the approved Project Preparation Strategy. The incumbent of this...


  • 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 Bridgena Barnard Personnel Group Full time

    Gauteng, Midrand - R 70000 - R 95000 Monthly Basic Salary (Negotiable) Gauteng Funding Specialist role is available for a person with prior experience in strategy and objectives, development and execution as well as planning and optimization of internal and external funding sourcing Gauteng Funding Specialist role is available for a person with prior...


  • 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...


  • Midrand, South Africa Network Contracting Full time

    The Specialist of PTP (Payroll Accounting) will ensure the complete, accurate and timely accounting of all payroll transactions, relevant to general ledger, in accordance with defined operating procedures, policies, SOX, compliance and business partner service level agreements. Month-end and ad-hoc reporting will be a key part of responsibilities. The...


  • Midrand, Gauteng, South Africa Bridgena Barnard Personnel Group Full time

    Gauteng, Midrand R R 95000 Monthly Basic Salary (Negotiable)Gauteng Funding Specialist role is available for a person with prior experience in strategy and objectives, development and execution as well as planning and optimization of internal and external funding sourcingGauteng Funding Specialist role is available for a person with prior experience in...

  • Payroll Specialist

    3 weeks ago


    Midrand, South Africa Smith Garb Full time

    Gauteng, Midrand - R 38 000 - R 41 000 Monthly Cost To Company Contract role. Service industry based in Midrand has a contract role for a suitably qualified and experienced Payroll Specialist. Diploma in Payroll or Accounting and solid knowledge of Sage 300 People / VIP Premier essential. Urgent appointment. The role is responsible for the day to day...

  • Transaction Services

    2 weeks ago


    Midrand, South Africa Deloitte Full time

    Job DescriptionTo work within a wider deal team including financial due diligence and corporate finance advisory. Supporting Global M&A deals involving cross-border as well as cross-service line deal teams.Working closely with due diligence teams to identify areas of risk;Review of transaction documentation to identify key issues, including;Assessing the...


  • Midrand, Gauteng, South Africa DBSA Full time

    This position is a 5 (Five) Year Fixed Term Contract.The Infrastructure Fund (IF) announced by the President in September 2018 addresses the need for a dedicated blended financing facility for infrastructure programmes projects. The aim of the IF is to transform public infrastructure financial provisioning using "blended" finance - combining capital from the...