Investment Principal

SUMMARY:
Responsible for overseeing the implementation of investment decisions by managing the investment team and supporting them during deal presentations.

POSITION INFO:

Conduct post due diligence quality reviews to ensure compliance with the company''s requirements. Furthermore, drive the generation of a robust deal pipeline to meet departmental targets and support the Fund Manager in executing the department’s strategic initiatives. Also, serve as the technical lead in developing portfolio projects aligned with departmental targets.

Outputs

Undertake business development and position the company 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 targets

Monitors investment opportunities

• Assist the team in performing detailed analysis of investment opportunities, including commercial analysis, financial modelling and risk and pricing and the company 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 funding

Investment 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 the  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

Qualification Requirements

• B. Com: Business Finance, Accounting
• Honours in Finance/Accounting will be an advantage

Cognitive Competencies

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

Intrapersonal Competencies

• Assertiveness
• Drive and Result Orientation
• Decisiveness & Action Orientation
• Time and Self- Management
• Objectivity

Technical Competencies

• Business and Financial Acumen (includes ability to identify and manage risk)
• Technical / Professional Competence

Leadership Competencies

• Leadership & Supervising
• Resilience
• Decisiveness in Execution
• Teamwork
• Strategic Thinking
• Influence