Investment Associate

1 month ago

Johannesburg, South Africa Affirmative Portfolios Full time

**Finance**
**JHB North**
***:
**OUTLINE**

**INVESTMENT ASSOCIATE**

**JOHANNESBURG NORTH**

**Reports to** the Fund Manager

**Key Requirements**:
**Pre-Screening**
- Source deals aligned with mandate of employer,
- Network with industry bodies,
- Attend conferences, i.e. Keep abreast with industry developments,
- Address telephonic enquiries and walk ins in support of Pre-Investment,
- Conduct desktop analysis studies to determine viability of early stage projects,
- Meet with prospective clients, provide advisory on products and services,
- Identify in which stage of project is and ensure all requisite information for that project phase is
- made available.

**Application**
- Review technical documents and review Engineering outputs from Service Providers
- Project management of milestones of the implementations program of the different projects being
- led by the appointee
- Conduct equity valuation discussions and negotiations with the prospective applicants,
- Review financial models of the due diligence outcomes from Service Providers to the steerco,
- Compile a submission report outlining the outcomes of the due diligence,
- Assist legal with project background to enable them to conduct their due diligence,
- Provide input to enable legal to issue a project term sheet,
- Timely engagement of Credit Risk to ensure that the risk report is submitted timeously,
- Prepare a presentation for the submission and ensure it is circulated to secretariat before the
- meeting
- Present due diligence output to relevant committees to seek approval for funding.

**Post Approval**
- Assist clients in satisfying any relevant compliance requirements (FICA) etc.
- Assist clients in satisfying conditions precedent for funding,
- Conduct an induction of Project Promoters of the SPF Governance Framework (i.e. How to conduct business as per the company’s way),
- Assist in disbursement of funds to meet project development activities,
- Participate in project steering committees,
- Derive suitable project development milestones for the project to tie them to the project promoters or
- project managers contract,
- Appoint a suitable project manager for the project and recommend to the Fund Manager
- For consideration of approval,
- Oversee and co-manage the project development process,
- Manage the approved project budget to ensure it is applied to suitably approved project
- activities and milestones,
- Present the project development progress at the SPF Portfolio Management Committee
- meetings
- Provide project support to other projects,
- Provide input into Post Investment’s Risk Portfolio Management Committee report,
- Conduct timely disbursement to projects under implementation and manage external

Service providers to meet their contracted SLA milestones,
- Ensure that tender processes conducted by the project are in alignment with the
- Governance framework and/or procurement policies (whichever is applicable on the
- project).
- Present the outcome of the project development process when the key milestones are
- achieved.
- Proactively engage other funders for capital raising efforts for projects under
- development,
- Proactively engage with relevant strategic stakeholders to ensure significant project
- progress is achieved.

**Non-core**
- Participate in external committees as required (e.g. SPII, BIFF etc.),
- Present speeches in representation of the organisation as and when required,
- Proactively engage other support departments before concluding any deal,
- Ensure KPA and statutory requirements on projects in administration are satisfied,
- Lead on at least 3 projects that are active and supports at least 3.

**Experience/Skills Required**:

- 3-5yrs Business Analysis or Management Consulting experience or,
- 3-5 yrs Engineering/Technical Consultancy experience
- 3-5yrs Project Management experience in a Financial/Investment Transacting environment,
- Business and Financial Acumen (includes ability to identify and manage risk).

**Qualifications**:

- Engineering Degree with Post Graduate Commerce Qualification or;
- CFA, CA(SA);
- Post Graduate Commercial (finance, accounting, economics) Degree with Project Management experienceor qualification;
- All requisite industry bodies affiliations.

**Behavioural Competencies**:

- Analysis and Attention to Detail
- Conceptual / Big Picture Thinking
- Creative / Innovation
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Strategic Thinking

**Intrapersonal competencies**:

- Assertiveness and Motivated
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellence / Quality Orientated
- Resilience and Stress Management
- Executive Disposition
- Time and Self
- Management
- Objectivity

**Interpersonal competencies**:

- Building Relationships
- Building Strategic Relationships / Networking
- Customer Service Orientation
- Engaging Diversity
- Teamwork
- Ability to adapt to

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