Who we are
Established in 1940, we are a national development finance institution set up to promote economic growth and industrial development. We are owned by the South African government under the supervision of the Economic Development Department.
Our vision
We aim to be the primary source of commercially sustainable industrial development and innovation...
Read more about this company
Post-graduate degree/Honours or CA(SA) would be an advantage
KNOWLEDGE AND EXPERIENCE:
The candidate should at least have 5-8 years of relevant experience in post investment monitoring or portfolio performance management.
Experience in a Corporate Finance environment and specifically in Listed Investments
5 years’ experience in a private equity environment will be an added advantage.
Experience working in the financial services industry e.g. a commercial bank
Experience working in a high-level collaborative environment
Knowledge and understanding of developing Value Creation activities
Experience in M&A, due diligence, drawdowns and exit process of investments is essential.
Knowledge of financial markets (including equity capital markets), regulation and legislation
Knowledge and experience in Financial modelling.
Roles and Responsibilities
Post investment management, performance monitoring and performance reporting of allocated portfolio of complex and technical business partners
Working closely with business partners to identify areas for growth and value creation, crafting and monitoring the implementation of the value creation plans
Periodically conduct fair values of equity investments and impairment reviews in accordance with the approved IDC guidelines and policies
In collaboration with the business partner management team, define KPI’s and design dashboards to collect data for progress monitoring of such KPI’s.
Build sound relationships with business partner management teams and boards through regular visits to / engagements with business partners
Proactively identify early warning signals and initiate appropriate intervention processes where necessary to limit potential losses
Monitor strategic initiative through data insights, dashboards and reports to identify deviations from agreed plans and take appropriate action.
Collaborate with Business Units to obtain expert insights relative to specific sectors.
Ensure that all necessary amendments to contracts during the life span of the business partner are adequately executed.
Ensure that all exits processes i.e. early settlement, IRR and other calculations and release of security on allocated portfolio of business partners are properly executed.
Promptly monitor all payments due to IDC including interest, capital, dividends, fees etc. on allocated portfolio of Business Partners.
Analyze financial information from allocated business partners on a regular basis and assess the need for initiating intervention based on the analysis
Work closely with the boards and management teams of the Business Partners to ensure that the Business Partners are profitable.
Work collaboratively with members of the IDC teams to ensure that the investee companies under management achieve their stated targets and forecasts.
Prepare portfolio reports as and when required on the portfolio under management
Provide continuous technical guidance to fellow team in all key areas of their responsibilities.
Forecast of value share prices & dividend incomes and recommend equity selling options and timing to assist with the liquidity and funding of the IDC.