Senior Investment Associate

**Responsibilities**

**Business Development / Transaction Origination**
- Pro-actively develop business development strategies and pursue new business development through excellent understanding of market and stakeholder networks.
- Identifies lucrative market opportunities through an excellent understanding and interpretation of sector analyses, including market structure, supply and demand aspects, competitor environment, and gap analysis and taking actions accordingly.
- Actively participate in formulating, developing and implementing the business development strategy to generate new investment opportunities in the South African BEE financing market.
- Engage in the activities and efforts required for the implementation of the business development plan.
- Conduct business development in response to new markets, products and clients.
- Develop strategic relationships with financial institutions, corporate finance advisors, other intermediaries and BEE groups.
- Participate and represent the organisation at investment conferences and roundtable discussions.
- Engage in activities that ensure the investment initiatives are in support of broader South African economic development strategies and/or government BEE strategies.

**Transaction Execution**
- Act independently in all spheres of project management, expert in deal structuring and negotiations. Acknowledged as a very experienced deal maker/ transactor both within and outside of the organisation:

- Manage and influence internal decision making and transaction processes to obtain investment approval.
- Utilize expert knowledge (of BEE market, financial market, macro-economic environment sector) as to support, lead tea in identifying and suggesting/recommending appropriate mitigation measures on key risk issues.
- Conduct comprehensive due diligence investigations on approved transactions by providing input on scoping and partaking in due diligence exercises with mínimal support.
- Recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long term sustainability/viability of the project to the benefit of the client and the organisation.
- Provide advice, guidance to legal department on the commercial terms in the preparation of legal documentation.
- Negotiate with clients/co-financiers on an acceptable deal structure, financial terms, security to ensure successful deal closure incorporate and writing reports.
- Ensure the timeous execution of legal documents in accordance with approved term sheet.
- Acknowledged reputation within the organisation and externally based on successful deal closure and expertise.
- Act as a mentor to Investment Associates and Investment analyst.
- Oversees and manages the implementation of projects through timeous disbursements paid out to the satisfaction of the client.
- Provides expertise on structures recommended to FMCD IC by Investment Associates.
- Pro-actively identify potential areas of non-compliance, increased risk and set-up/initiate an action programme accordingly.

**Deal Sustainability / Risk Management / Portfolio Management**
- Responsible for surveillance, compliance, pro-actively anticipates and implements corrective actions, lead discussions in negotiating possible solutions:

- Makes recommendations on effective solutions to sustain client relationships in the event of a default without causing a dilution in the asset value of the organisation.
- Represents the organisation on Boards of Directors of selected investee companies.

**Experience / Skills Required**
- 5 years similar experience in private equity/project finance/structured finance
- Deal structuring
- Project management

**Qualifications**
- BCom degree in Finance/ Accounting
- Post Grad added advantage

**Personal Attributes / Behaviours / Attitudes**

**Cognitive Competencies**
- Analysis and Attention to Detail
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Tolerance of Ambiguity

**Intrapersonal Competencies**
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation

Time and Self
- Management
- Objectivity

**Interpersonal Competencies**
- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork

**Communication Competencies**
- Conflict Management
- Influencing & Impact (incl. Negotiation)
- Presentation and Facilitation
- Verbal and Written Communication
- Persuasiveness / Selling Skills

**Functional Competencies**
- Anticipating and Managing Change
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Consulting / Advising
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Pro