Investment Officer

2 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 Mandate

Evaluate the feasibility of investment opportunities / project transactions with a view ensuring that they are commercially sound prospects for debt financing and developmentally impactful 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 State Own Entities (SOE) and Sovereigns related 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 State Own Entities (SOE) and Sovereigns performance i.e. revenues

**Key Measures**

Revenue performance in terms of Interest Income and/or 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; Science; Mathematics; Statistics and Engineering

2-5 years’ experience in appraising, negotiating and closing Project Finance, Corporate Finance, or Structured Finance transactions in a financial institution;
Experience in securing infrastructure investment deals in relevant sectors/geographies in 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, particularly State Own Entities (SOE) and Sovereigns, and stakeholders/partners e.g., local, regional, and global 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 in 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.

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 strategies or pers


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