Account Manager

Latus Group; Sandton; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Latus Group is seeking a strategic partner to the Head of the SBU, providing analytical, administrative and advisory support to improve decision making and operational efficiency. The role focuses on originating and developing bankable transactions within the sectoral focus and delivering end-to-end deal origination support.

The successful candidate will manage back-office processes, oversee schedules, monitor pipelines and coordinate compliance clearances, while building strong client

Qualifications

• Minimum 5-8 years’ related experience in back-office support in a banking environment.
• Proficiency in client relationship management and administration.
• Experience in interpretation of financial statements.
• Strong administrative skills.
• Sector-specific knowledge will be an advantage.
• Understanding of IDC systems (including SAP).
• Knowledge of IDC products.
• Prior AM experience at IDC is an added advantage.

Responsibilities

• Advise the Head with insights and concise briefings to support decisions.
• Support strategic planning through research and decision materials.
• Oversee day-to-day operations and maintain efficient workflows.
• Assist senior principals in originating investment opportunities and market assessments.

Skills

Client relationship management

Administration

Financial statements interpretation

Education

Relevant commercial or technical degree

Tools

SAP

Job description

Synopsis

• Act as a strategic partner to the Head, supporting effective decision-making, improving operational efficiency and ensuring the smooth functioning of the SBU.
• Advance organisational priorities by coordinating cross-functional activities and providing analytical, administrative and advisory support.
• Support the SBU in originating and developing bankable transactions and deals within its sectoral focus area.
• Provide administrative and back-office deal support to help the SBU achieve its strategic objectives, industry development goals and the IDC’s developmental outcome

Job Description

MAIN DUTIES AND RESPONSIBILITIES

Strategic Support

• Advise the Head on key issues by providing insights, recommendations and concise briefings to support informed decision-making.
• Support strategic planning through agenda setting, research and the preparation of materials for decision-making.
• Anticipate emerging needs and risks to help the SBU prioritise tasks and initiatives.
• Monitor and report on SBU performance, identify barriers to delivery and help resolve them to support the achievement of targets.
• Represent the Head or Senior Principals in meetings when necessary and appropriate.

Internal / Operational Processes

• Oversee the SBU’s day-to-day operations to maintain efficient workflows aligned with organisational priorities.
• Manage key calendars, events and strategic engagements.
• Assist the SBU’s senior principals in originating investment opportunities aligned with the strategic mandate, developmental outcomes and economic viability.
• Support the SBU’s senior principals in conducting detailed market assessments to identify, research, screen and prioritise new market opportunities for deal origination.
• Assist the SBU’s senior principals in managing the end-to-end deal origination process, anticipating clients’ emerging needs and responding with innovative solutions.
• Assist the SBU’s senior principals in providing after-care support.
• Carry out the following functions at the SBU Head’s request or on behalf of the SBU:
  • Administer SAP processes.
  • Monitor the deal pipeline.
  • Coordinate FICA and other compliance clearances.
  • Compile administrative reports, including disbursements, pipelines and undrawn commitments.
  • Monitor SBU performance and budgets.
  • Coordinate and track submissions to the relevant investment committees.
  • Liaise between the SBU and enabling departments to improve turnaround times.

Customer Focus & Stakeholder Management

• Client relationship management
• • Gather client feedback and address queries through corrective action to support client satisfaction and retention.
  • Promote a collaborative and efficient working environment that supports high performance.
  • Enhance service delivery and communication to ensure excellent client service to the SBU.

Learning, Leadership & People Growth

• Participate in knowledge sharing in the team and cross functional
• Keep up to date with latest industry developments (conferences and sector forums)

Qualification and Experience

QUALIFICATIONS (Formal qualifications)

• Minimum qualification: Relevant commercial or technical degree or equivalent qualification.

Roles and Responsibilities

KNOWLEDGE & EXPERIENCE (knowledge, type and length of experience and skills required to perform the job competently)

• 5-8 years’ related experience in back-office support in a banking environment
• Proficiency in client relationship management and administration
• Experience in interpretation of financial statements
• Strong administrative skills
• Sector-specific knowledge will be an advantage
• Understanding of the IDC administrative and IT systems (including SAP)
• Knowledge of IDC products
• Prior AM experience at IDC is an added advantage

TECHNICAL/FUNCTIONAL COMPETENCIES

• Financial and business acumen
• Data interpretation and analytics
• Back-office administrative skills
• Compliance management
• Investment/Portfolio Management
• Stakeholder Management & Customer Focus
• Result and solution orientated
• Planning and organizing
• Report writing

BEHAVIOURAL COMPETENCIES

• Presentation and communication skills
• Listening skillsAttention to detail