Senior Investment Officer

Dbsa; Gauteng; On-site; ZAR 600 000 - 850 000; Full time

Job summary

A leading financial institution in South Africa is seeking a Senior Investment Officer to manage Green Fund project proposals. The ideal candidate will have over 5 years of investment management experience, strong financial analysis skills, and a solid understanding of environmental finance. Key responsibilities include appraising proposals, negotiating terms, and overseeing post-investment activities.

Qualifications

• Minimum 5 to 7 years of experience in appraising, negotiating and closing project finance.
• Experience in using financial models.
• Investment management experience in green or climate-related environment is an advantage.

Responsibilities

• Screen and assess Green Fund project proposals.
• Appraise investment and non-investment proposals.
• Negotiate term sheets with clients.

Skills

Written & Verbal Communication

Financial Analysis

Business Acumen

Strategic Planning

Investment / Deal Screening

Education

Honours degree in Finance, Business, Accounting, Engineering, or Economics

Post-graduate qualification such as CA, CFA, or MBA

Job description

Senior Investment Officer (Green Fund)

Reporting to the Head of Climate and Environmental Finance, the Senior Investment Officer will screen, appraise, analyse, and assess all Green Fund project proposals, as well as manage post‑investment activities.

Key Responsibilities

1. Appraise investment and non‑investment proposals (early‑stage screening and due diligence).
2. Prepare and appraise reports for submission to the investment manager.
3. Conduct credit risk analysis (for loans) and detailed analysis of investment opportunities, including commercial analysis, financial modelling, and institutional analysis.
4. Negotiate term sheets with clients.
5. Oversee disbursements to projects and monitor progress of post‑investment activities.
6. Ensure deal closure by delivering optimal financial, institutional, and legal structuring.
7. Advise the fund on project screening and assessment criteria.
8. Liaise with DBSA stakeholders.
9. Undertake tasks as determined by the investment manager from time to time.

Measures of Output

• Quality of input into project appraisal reports.
• Optimal financial, institutional, and legal structuring.
• Consistency in monitoring the progress of post‑investment activities.

Internal Liaison Relationships

• Project Preparation.
• IDKC Manco and Board.
• Green Fund ManCom.

External Liaison Relationships

• Green Fund Clients.
• Department of Environmental Affairs.
• Various Government Departments.

Minimum Requirements

• Honours degree in Finance, Business, Accounting, Engineering, or Economics.
• Post‑graduate qualification such as a CA, CFA, or MBA is a strong advantage.
• Previous investment management experience in green or climate‑related environment is an advantage.
• Minimum 5 to 7 years of experience in appraising, negotiating and closing project finance, corporate finance, or structured finance transactions in a financial institution.
• Experience in successful investment, appraisal, analysis, and implementation is required.
• Experience in using financial models.

Technical Competencies

• Written & Verbal Communication. Ability to produce complex technical and non‑technical documents, communicate complex concepts simply, and adapt language to audience.
• Financial Analysis. Develops and maintains effective working relationships, serves as subject matter expert, evaluates fiscal and operational impacts, and implements statistical models.
• Business Acumen. Develops long‑term objectives, aligns actions with business strategy, and links short‑term tasks to long‑term strategy.
• Strategic Planning.
• Investment / Deal Screening.

Personal Attributes & Behavioural Competencies

• Teamwork and Cooperation. Promotes a friendly climate, resolves conflicts, creates cross‑functional opportunities, and encourages networking.
• Decisiveness. Makes timely decisions on complex issues and stands by them.
• Driving Delivery of Results. Identifies and implements business opportunities, monitors progress, and makes decisions based on cost‑benefit analysis.
• Leading and Empowering Others. Sets long‑term goals, inspires the team, delegates authority, and develops careers.
• Leading & Managing Change. Gives teams responsibility for change, anticipates needs, and builds sustainable capacity.
• Strategic and Innovative Thinking. Creates new concepts, evaluates ideas, and develops innovative solutions.