INVESTMENT PRINCIPAL

Qualification Requirements

• B. Com: Business Finance, Accounting, Economics and Agricultural Economists
• Honours in Finance/Accounting, Economics and Agricultural Economists an advantage

• Undertake business development and position CLIENT as preferred lender for BB-BEE transactions
  • Initiate and develop new business strategies and opportunities
  • Create a pipeline of development impact projects for the Fund
  • Appraise new investment and allocate to investment associate for consideration
  • Manage the due diligence process and monitor related documents according to the required standards.
  • Ensure that the department meets the quarterly and annual targets on approvals, commitments and disbursements as per the approved targetsMonitors investment opportunities
  • Assist the team in performing detailed analysis of investment opportunities, including commercial analysis, financial modelling and risk and pricing and clients mandate
  • Oversee disbursements to approved projects as well as monitor a project’s progress post investment
  • Ensure deal closure by taking responsibility for optimal financial, institutional and legal structuring
  • Provide innovative and flexible financial structures for complex transactions
  • Ensure that all disbursement files are reviewed for completeness before release to Fund Manager
  • Identify opportunities to initiate viable projects, project origination through the facilitation of project
  preparation, and business plans with the intention of providing fundingInvestment Reporting
  • Review Investment reports and make sure they are of good quality prior to submission
  • Prepare Investment Committee (FMIC, EXCO IC and Board IC) papers on investment opportunities for consideration

  Build and maintain good customer relations with key strategic partners
  • Periodically visits to key stakeholders and maintain communication with clients in order to keep good client relations
  • Facilitates proper project documents submission for the purpose of governance with regards to the project progress appraisal process.
  • Participate in Steering Committees and Boards of the various projects/businesses

  Investment management

• Manages the implementation of investments process for maximum return on investment
• Monitors the disbursement in accordance with the CLIENT processes
• Manage relationships with the relevant project stakeholders, partners, and lead promoters, in accordance with the project’s objectives

Experience / Skills Required

• Minimum of 8 years’ experience in deal making environment
• Minimum of 3 years people management experience
• 5 years project investment exposure in a financial/investment environment
• Due Diligence analysis and exposure
• Financial Modelling tools
• Project Management