ESD Investment Analyst at Old Mutual

Job Description

Group Balance Sheet Management has a mandate to drive the implementation of effective resource management including Enterprise Supplier Development (ESD).  

The primary purpose of ESD is to:

• Support inclusive economic growth and job creation through the OML entrepreneurship ecosystem. 
• Ensure shared value between OML and SMMES supported and sustainability of the ESD Fund Derive overall strategic benefit to OML segments.
• Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. 
• This role is critical in the sourcing, selection and assessment of suitable enterprises for loan funding. 
• The role requires an individual with ability to drive the strategic functioning of ESD that ranges from identifying a tangible pipeline that will result in ESD opportunities i.e.Perform detailed investment analyses and recommend appropriate structuring
• Assist with identifying tangible pipeline
• Manage the operations of the 2 ESD Pty companies
• Present investment analysis and update on the portfolio to the Investment Committee
• Assessment of funding applications per the investment guidelines and mandates as well as evaluating the viability of the transactions by participating in the due diligence process.
• Analysing financial statements and modelling of financial projections for funding purposes. The incumbent must be able interact with clients and colleagues from other segments and wider stakeholders. 
• The successful candidate must display a passion for SMME development
• Must be proactive and consistently be in a position to provide guidance and direction to another employee and furthermore take initiative and be focused on execution and delivery. 
• The role also requires strong report writing skills and someone that is knowledgeable in the lending industry.

Business Development

• Generates pipeline for the ESD funds through interactions with segments and small enterprises to source deal opportunities.
• Identifies funding and business skills.
• Implements loan financing and monitors progress, including repayments and business growth.
• Evaluate viability and long-term sustainability of the business and prepares and presents a motivation to the Investment Committee.
• Performs due diligence company valuation.

Communication & Reporting

• Prepares reports to IC, Manager of ESD and COO of GBSM regularly, Responsible Board Exco and Board reporting. This may be include annual reports to DTI as well.

Marketing & Research

• Finds marketing opportunities and liaises with potential customers on behalf of enterprises

Relationship Building

• Develops collaborative relationships between segments, sponsors and ESD team.
• Represents ESD & OML where needed externally.

Strategy

• Delivers the ESD strategy, business planning and projects. 
• Adhere to and refine the ESD Operating model include assigning work to junior team member.

Team Effectiveness

• Balances own priorities with directing and motivating others.
• Guides and directs staff to achieve excellence

Qualifications and Experience

• Suitable financial qualification - CA (SA) or B Com (Hons) a must.
• 2-3 years post qualification experience. 
• Knowledge of ESD and FSC will be advantageous, interpretation and design of legal contracts/loan agreements as well as an understanding of typical performance and value measures.

Personal Attributes

• Possess a robust, high-level technical understanding of ESD, insurance and/or banking businesses.
• Ability to be effective in a complex organisation, through a structured approach.
• Have a track record of accomplishment of being able to learn and adapt to new environments quickly.
• Demonstrates the ability to gain commitment from others, in order to drive effective delivery.
• Comfortable managing relationships with a wide range of stakeholders.
• Be an excellent communicator, able to summarise complex situations to essential points, and draft documents at appropriate level for review of senior management.
• Take responsibility for own deliverables, and can manage own time and prioritise as required.
• Able to analyse complex data, draw conclusions and compile reports of a high standard on findings.
• Able to remain organised while working across multiple projects and manage stress.
• Identifies, understands and acts on broader opportunities in order to drive longer-term value-adding change.
• Demonstrates a willingness to take calculated risks to achieve stretched performance goals.
• Displays consistent drive and perseverance in order to deliver tangible results and execution focused.
• Be collaborative by proactively establishing and maintaining relationships. Able to handle a wide range of relationship challenges including conflict and gaining trust to collaborate.

Closing Date: 5th, March 2022