Senior Investment Associate - Morningside
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:
- Mobilize, coordinate and guide internal and external resources to appraise transactions/project/applications.
- 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 minimal 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
• Process & Tech Competence
• Programme & Project Management
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