Investment Associate

SUMMARY:
To ensure the fund achieves its investment goals, customer service, business growth and client retention objectives by sourcing deals and managing the entire process from origination through to disbursement.

POSITION INFO:

Outputs

• Source deals, assess their viability and prepare submission report to the credit committee,
• Prepare submission to relevant committee for Due Diligence approval,
• Compile a Due Diligence work plan, negotiate a lending project term sheet and structure the deal to meet the client requirements, all under the supervision of the Investment Principal,
• Post DD approval conduct technical research and provide input on the deal structure,
• Maintain responsibility of the transaction, preparation of project appraisal to risk,
• Leverage funding structure that suits the client and minimises the the company exposure,
• Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval,
• Establish and manage relationships with clients, financial institutions, sector players and other counterparties for originating and sourcing of the deals,
• Product development: establish innovative structured finance solutions for clients,
• Analyse financial outcomes, define pricing strategy and development impact,
• Manage the funding process in conjunction with the legal and post investment department,
• Negotiate documentation or legal terms with all related internal and external stakeholders,
• Undertake the collection of project documents once the deal is approved by respective committees,
• Ensure the communication reaches the client once the deal is approved.

Experience / Skills Required

• Minimum of 5 years’ experience in deal making environment
• Deal origination experience to source quality deals
• Network building and use of professional relationship to yield a flow of quality leads,
• PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint,
• Understanding of the company mandate and investment guidelines,
• Should possess good analytical and modelling skills and be able to apply the company’s financial modelling methodologies,
• Business development and marketing of Rural Fund products.
• Should possess amongst other the following skills in order to be able to conduct due diligence exercise:

✓ Accounting and/or auditing, law, tax;

✓ Should be able to gather data from all relevant sources, including industry experts;

✓ Be able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;

✓ Have good writing skills;

✓ Be able to identify risks and recommend relevant risk mitigants;

✓ Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances;

✓ Ability to negotiate terms and conditions of investment to minimize risk in each transaction;

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

Qualification Requirement

• B. Com Degree (Finance, Accounting, Agricultural Economics, Business Economics);
• Deal structuring and implementation;
• Financial modelling and Business valuation methodologies.

Preferred

• CA and/or MBA with agriculture/acquisition transaction background

Personal Attributes/Behaviours/Attitudes

Cognitive competencies

• Analysis and Attention to Detail
• Creative / Innovation
• Judgement and Decision Making
• Problem Solving & Learning Agility

Intrapersonal competencies

• Assertiveness
• Drive and Result Orientation
• Ethical Judgement
• Excellent / Quality Orientation
• Resiliance and stress management
• Time and Self- Management

Interpersonal Competencies

• Building Relationships
• Building Strategy Relationships/ Networking
• Customer Service Orientation
• Interpersonal Agility
• Teamwork