Investments Principal

Transnet SOC Ltd; Johannesburg; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

A leading company in South Africa is seeking a Principal to support the GM: Corporate Finance. The ideal candidate will manage transaction advisors, assess investment opportunities, and oversee financial aspects of projects, requiring a strong background in corporate finance and substantial experience in deal-making.

Qualifications

• Minimum of 12 years’ experience, including at least 4 years in complex deal-making.
• Broad experience in corporate finance with some exposure to private equity.
• Trust and honesty in financial handling, compliant with the National Credit Act Amendment 19.

Responsibilities

• Oversee Transaction Advisors and ensure quality checking of due diligence.
• Manage internal decision-making processes for investment approval.
• Develop and maintain strategic relationships with financial institutions.

Skills

Finance and Accounting Management

Management Decision-Making and Control

Strategy, Risk Management, and Governance

Relationship Management

Corporate Governance & Compliance

Education

BCom Degree, CA, or CFA qualification

Job description

The key purpose of the job is to support GM: Corporate Finance in the quality checking of pre- and post-due diligence to ensure that transactions are packaged according to the objectives and requirements of Transnet.

The Principal must oversee Transaction Advisors appointed on transactions, oversee calculations of WACC and Hurdle Rates.

The principal must also supervise the learning and development of the trainees allocated to the division.

Position Outputs

1. Review, provide guidance, and sign off work done by the team or transaction advisors in assessing investment opportunities, including financial models and reasonability of assumptions used.
2. Identify financial and funding risks for investments/projects and recommend mitigations to contribute positively to the financial sustainability of Transnet.
3. Develop and maintain strategic relationships with financial institutions, corporate finance advisors, and other intermediaries for optimal project/investment execution.
4. Assess the impact of investments on Transnet's financial statements, including contribution to revenue, cash flow, and the balance sheet.
5. Act independently in project management, mobilize resources, and serve as an expert in deal structuring and negotiations, assessing the impact of investment decisions on financial sustainability.
6. Manage internal decision-making and transaction processes to obtain investment approval, demonstrating experience as a deal maker/transactor.
7. Utilize expert knowledge of financial markets, macroeconomic environment, sector policies, BBB-EE policies, and government policies to support and lead the team in risk mitigation.
8. Conduct due diligence investigations on transactions, providing input on scoping and participating in exercises for large and complex deals.
9. Develop, negotiate, and recommend financial and legal structures for investments, ensuring long-term sustainability and viability.
10. Provide input to legal on commercial terms and review legal documents to ensure alignment with commercial and financial objectives.
11. Oversee financial aspects of the project cycle, including reporting and timely implementation to mitigate financial risks.
12. Monitor investment performance and recommend improvements where necessary.
13. Contribute to the development and review of governance policies and perform ad-hoc activities as needed.

Qualifications and Experience

• BCom Degree, CA, or CFA qualification is required.
• Minimum of 12 years’ experience, including at least 4 years in complex deal-making.
• Broad experience in corporate finance with some exposure to private equity.
• Trust and honesty in financial handling, compliant with the National Credit Act Amendment 19.

Competencies

• Finance and Accounting Management
• Management Decision-Making and Control
• Strategy, Risk Management, and Governance
• Finance Risk Management Policies and Procedures
• Strategy & Sustainability
• Inspirational Leadership
• Business Performance & Delivery
• Relationship Management
• Corporate Governance & Compliance
• Personal Mastery

Preference will be given to suitably qualified applicants who are members of designated groups in line with the Employment Equity Plan and Targets of the Organisation/Operating Division.