Investment Associate X2 (Imbewu Fund)

Nefcorp; Gauteng; On-site; ZAR 600 000 - 750 000; Full time

Job summary

A leading financial firm in Gauteng is looking for a professional to manage investment goals, conduct thorough due diligence, and negotiate terms for deals. The ideal candidate holds a degree in finance and possesses strong analytical as well as technical skills. This role involves significant client interaction and requires expertise in financial modelling and risk assessment, ensuring both portfolio success and client satisfaction.

Qualifications

• B. Degree with specialization in Structured Finance or Business Finance required.
• CFA is an added advantage.
• Proficient in Excel, Word, and PowerPoint necessary.
• Ability to gather data and conduct quality due diligence.

Responsibilities

• Ensure fund achieves investment goals and client retention.
• Negotiate terms to minimize risks in transactions.
• Conduct due diligence on approved deals.
• Prepare investment reports for committees.
• Manage stakeholder agreements prior to disbursement.

Skills

Deal making experience

Financial modelling

Negotiating skills

PC Literacy

Excel proficiency

Writing skills

Analytical skills

Communication skills

Presentation skills

Education

B. Degree with specialization in Structured Finance and / Business Finance

CFA

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Job category

Banking, Finance, Insurance.

Stockbroking

Contract

Permanent

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 maximize collections to ensure portfolio sustainability.

Risk Management through 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.

Qualification Requirements

B. Degree with specialization in Structured Finance and / Business Finance

CFA added advantage

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.

Personal Attributes / Behaviours / Attitudes

Analysis and Attention to Detail

Focus & Sustained Attention

Judgement and Decision Making

Problem Solving & Learning Agility

Tolerance of Ambiguity

Drive and Result Orientation

Decisiveness & Action Orientation

Ethical Judgement

Excellent / Quality Orientation

Resilience and Stress Management

Rule Orientation

Time and Self-Management

Objectivity

Building Relationships

Building Strategic Relationships / Networking

Customer Service Orientation

Engaging Diversity

Interpersonal Agility

Teamwork

Conflict Management