Investment Associate

Nefcorp

Sandton

In loco

ZAR 900.000 - 1.200.000

Part-time

30 ore fa

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Descrizione del lavoro

National Empowerment Fund (NEF) seeks a results-driven professional to source, structure and execute investment deals from origination through disbursement. You will conduct due diligence, negotiate terms, prepare investment reports and ensure governance through committees.

Responsibilities include deal structuring, risk mitigation, and driving portfolio growth while maintaining high client service levels and timely communications to applicants and stakeholders.

Competenze

Deal making experience and ability to structure deals, financial modelling and negotiating skills.
PC literacy with Excel, MS Word and MS PowerPoint.
Understand NEF mandate and investment guidelines.
Analytical and modelling skills applying NEF’s financial modelling methodologies.
Able to conduct quality due diligence: accounting/auditing, law, tax; gather data; communicate with stakeholders; write well; identify risks and mitigation measures; understand investment instruments.

Mansioni

Structure deals and pricing in line with criteria; capture terms on NEF template.
Conduct due diligence per guidelines and mitigate risks.
Negotiate terms to minimize risk per transaction.
Review shareholders/investment agreements with legal input.
Prepare and present investment reports to FMTPFC and committees on schedule.
Review screening and IC papers for accuracy before submission.
Review disbursement files for completeness prior to release.
Collaborate with Senior Investment Associate, Fund Manager and leadership to ensure quality deals and client service.
Ensure all documents are signed before disbursement and stakeholders align.
Drive portfolio growth through number and value of deals; minimize impairments and maximize collections.

Conoscenze

Deal making

Financial modelling

Negotiation

Excel competency

NEF mandate understanding

Due diligence

Communication

Presentation

Formazione

B. Degree: Structured/Business Finance

CFA added advantage

Strumenti

MS Word

MS PowerPoint

Excel

Descrizione del lavoro

Job category: Other: Banking, Finance, Insurance, Stockbroking

Contract: Fixed Term Contract

Remuneration: Market Related

EE position: Yes

Introduction

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

Deal execution:

Ensure deal structuring and pricing in line with NEF’s product criteria and mandate. Ensure accurate capturing of terms on the standard NEF Template.
Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those raised by FMTPFC committee) as well as mitigating factors.
Negotiate terms and conditions of investment to minimize risk in each transaction.
Ensure shareholders / investment agreements are reviewed for input by legal.
Prepare and present investment report to FMTPFC and investment committees within pre-agreed timelines.
Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission to Fund Manager and/or external circulation.
Ensure that all disbursement files are reviewed for completeness prior to release to Fund Manager.
Work with a Senior Investment Associate, Fund Manager and the rest of iMbewu leadership to ensure high quality transactions and superior client service.
Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to disbursement.
Ensure portfolio growth and management through number and value of deals.
Minimize impairments and maximise collections to ensure portfolio sustainability.
Risk Management thorough conducting quality due diligence processes.

Customer Service & Ad Hoc Tasks

Ensure high level of service to clients when executing deals.
Ensure that clients are regularly kept abreast of the progress on their applications.
Promptly respond to any queries from clients regarding their applications in the pipeline.
Promptly follow up on leads forwarded by Fund Manager, DE, CEO, other managers and from third parties.

Experience / Skills Required

Deal making experience and ability to structure deals, financial modelling and negotiating skills.
PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.
Understand NEF mandate and investment guidelines.
Possess good analytical and modelling skills and be able to apply NEF’s financial modelling methodologies.
Able to conduct quality due diligence exercises:
- Accounting and/or auditing, law, tax;
- Able to gather data from all relevant sources, including industry experts;
- Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
- Great writing skills;
- Able to identify risks and recommend relevant risk mitigation measures;
- Understand various investment instruments and able to structure deals and to apply them in relevant investment circumstances.
Communication and presentation skills to present investment reports to various committees for approval.