Equity Valuations and Reporting Specialist at Development Bank of Southern Africa (DBSA)

Job Description    

• The Equity Valuations and Reporting Specialist is responsible for performing valuation, monitoring, and reporting of the organisation’s equity and equity-related investment portfolio. The role monitors portfolio performance and provides analytical insights and reporting to support financial decision-making, governance oversight, and compliance with applicable accounting and valuation standards.

Key Responsibilities    
Key Performance Areas:

Equity Valuation and Financial Modelling

• Perform periodic valuations of equity and equity-related investments using appropriate valuation methodologies, including discounted cash flow (DCF), comparable company analysis, and other market-based techniques.
• Develop, maintain, and update financial models used to assess equity investment portfolio.
• Review financial statements, forecasts, and market data to support valuation assumptions and investment assessments.
• Validate that equity valuations are performed in accordance with applicable accounting standards, valuation guidelines, and internal policies.
• Identify potential financial and valuation risks within the equity portfolio and recommend appropriate mitigation strategies.
• Recommend process improvements to maintain robust internal controls over portfolio valuation and reporting.

Portfolio Monitoring

• Monitor the financial and operational performance of equity investments within the portfolio, including direct equity, equity-related instruments, and private equity fund investments.
• Analyse trends, risks, and performance indicators affecting the value of investments.
• Support the identification of potential impairment indicators and valuation adjustments where required.
• Conduct periodic assessments of portfolio companies to ensure compliance with investment agreements.

Financial and Portfolio Reporting

• Prepare regular monitoring and valuation reports for management and relevant governance committees.
• Produce portfolio performance reports, dashboards, and analysis to support decision-making.
• Provide inputs into quarterly and annual financial reporting processes.
• Present valuation outcomes and portfolio analysis to internal stakeholders where required.
• Maintain appropriate documentation supporting valuation assumptions, methodologies, and calculations.
• Support internal and external audit processes relating to equity valuation and portfolio reporting.

Stakeholder Management and Finance Partnerships

• Build and maintain strong relationships with internal teams and external stakeholders, including National Treasury, rating agencies, investors, and funders, to support equity portfolio oversight.
• Work closely with Treasury, Risk and Investment teams to ensure alignment on valuation assumptions and reporting outputs.
• Collaborate with investment teams and fund managers to obtain relevant financial and operational information for valuation and monitoring purposes.

Reporting and Analytics

• Provide comprehensive analytics and high-quality reporting that support strategic decision-making and drive organisational improvement.
• Analyse complex data and deliver accurate, stakeholder-focused reports with clear, actionable insights and visualisations.
• Identify trends, anomalies, and key insights that influence strategic planning and operational adjustments.
• Produce accurate, insightful reports and continuously monitor key metrics to assess progress against objectives.
• Analyse data to identify trends, inform strategic decisions, and provide stakeholders with clear, actionable information that supports ongoing performance improvement and accountability.

Key Measurements of Outputs:

• Accurate, complete, and timely preparation of quarterly, annual, and management financial reports, fully compliant with IFRS, PFMA, and JSE Debt Listing

Requirements.

• Accurate and reliable equity valuation models and outputs.
• Timely and high-quality portfolio monitoring and valuation reports.
• Effective monitoring of equity and equity-related investment performance.
• Compliance with accounting standards and valuation governance frameworks.
• Contribution to effective management of the organisation’s equity investment portfolio.
• High-quality analytics, insights, and presentations to Executive Committees.
• Management of Client Relationships and key internal and external Stakeholders.

Expertise & Technical Competencies    
Qualifications and Experience:

Minimum Qualification

• A Bachelor's Degree in Finance, Economics, Accounting or a related field.

Minimum Experience

• A minimum of 8 years’ experience in equity valuation, portfolio monitoring and financial reporting in a banking environment.
• Working knowledge of financial modelling and equity valuation techniques, including discounted cash flow (DCF), comparable company analysis, and other market-based valuation approaches.
• Demonstrated experience in preparing, analysing, and presenting financial reports to support organisational decisionmaking and governance oversight.
• In-depth experience in compiling periodic financial statements, analysing financial performance and variances, ensuring compliance with applicable accounting standards, and producing management reports for internal stakeholders and oversight committees.
• Experience in a treasury role in a complex banking environment.
• Demonstrated experience in IFRS 9 & 13, among other standards.
• Financial instruments valuation experience.
• Working knowledge and understanding of key financial markets, both locally and globally and knowledge of market risk dynamics, knowledge of management of distressed assets, restructuring of assets and non-performing loans.
• Demonstrated advanced Microsoft Excel modelling skills and PowerPoint presentation skills
• Demonstrated knowledge of IFRS, PFMA and King IV and other applicable regulations and codes of good practice.
• Proven understanding of internal control systems and the operations of front, middle, and back-office Treasury functions.

Desirable Requirements

• Proven track record in equity deal structuring.
• Postgraduate qualification such as MBA, CA(SA), CFA, or equivalent.
• Exposure to African and global financial markets

Deadline:6th May,2026