Investment Associate X2

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

Introduction

Department: iMbewu Fund
Reports to: Fund Manager
The Investment Associate responsibilities will be ensuring that the fund achieves its investment goals, customer service, business growth and client retention objectives in line with the NEF mandate by sourcing deals and managing the entire process from origination through to disbursement.

Deal execution:

- Ensure deal structuring and pricing in line with NEF’s product criteria and mandate. Ensure accurate capturing of terms on the standard NEF Template.
- Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those raised by FMD committee) as well as mitigating factors.
- Negotiate terms and conditions of investment to minimize risk in each transaction.
- Ensure shareholders / investment agreements are reviewed for input by legal.
- Prepare and present investment report to FMD and investment committees within pre-agreed timelines.
- Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission to Fund Manager and/or external circulation.
- Ensure that all disbursement files are reviewed for completeness prior to release to Fund Manager.
- Work with a Senior Investment Associate, Fund Manager and the rest of iMbewu leadership to ensure high quality transactions and superior client service.
- Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to disbursement.
- Ensure portfolio growth and management through number and value of deals.
- Minimize impairments and maximise collections to ensure portfolio sustainability.
- Risk Management through conducting quality due diligence processes.

Customer Service & Ad Hoc Tasks

- Ensure high level of service to clients when executing deals.
- Ensure that clients are regularly kept abreast of the progress on their applications.
- Promptly respond to any queries from clients regarding their applications in the pipeline.
- Promptly follow up on leads forwarded by Fund Manager, Divisional Executive, CEO, other managers and from third parties.

Qualification Requirements

- Bachelor’s degree with specialisation in Structured Finance and/or Business Finance
- CFA added advantage

Experience / Skills Required

- Minimum of 3 years deal execution experience
- Strong deal making experience and ability to structure deals, financial modelling and negotiating skills.
- PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.
- Understand NEF mandate and investment guidelines.
- Possess good analytical and modelling skills and be able to apply NEF’s financial modelling methodologies.
- In-depth experience in conducting quality due diligence exercises:

- Accounting and/or auditing, law, tax; Able to gather data from all relevant sources, including industry experts;
- Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
- Great writing skills;
- Able to identify risks and recommend relevant risk mitigation measures;
- Understand various investment instruments and able to structure deals and to apply them in relevant investment circumstances.

- Communication and presentation skills to present investment reports to various committees for approval.

Personal Attributes/Behaviours/Attitudes

- Analysis and Attention to Detail
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Tolerance of Ambiguity
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self-Management
- Objectivity
- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork
- Conflict Management

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