Investment Associate X2 at National Empowerment Fund

Job description

Deal execution:

• Ensure deal structuring and pricing in line with NEF’s product criteria and mandate. Ensure accurate capturing of terms on the standard NEF Template. 
• Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those raised by FMD committee) as well as mitigating factors. 
• Develop financial model on due diligence outcomes. 
• Negotiate terms and conditions of investment to minimize risk in each transaction. 
• Ensure shareholders / investment agreements are reviewed for input by legal. 
• Prepare and present investment report to FMD and investment committees within pre-agreed timelines. 
• Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission to Fund Manager and/or external circulation. 
• Ensure that all disbursement files are reviewed for completeness prior to release to Fund Manager. 
• Work with a Senior Investment Associate, Fund Manager and the rest of iMbewu leadership to ensure high quality transactions and superior client service. 
• Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to disbursement. 

Risk Management:

• Ensure portfolio growth and management through number and value of deals. 
• Minimize impairments and maximise collections to ensure portfolio sustainability. 
• Risk Management thorough conducting quality due diligence processes. 

Customer Service & Ad Hoc Tasks

• Ensure high level of service to clients when executing deals. 
• Ensure that clients are regularly kept abreast of the progress on their applications. 
• Promptly respond to any queries from clients regarding their applications in the pipeline. 
• Promptly follow up on leads forwarded by Fund Manager, Divisional Executive, CEO, other managers and from third parties.

Minimum requirements

Qualification Requirements

• Bachelor’s degree with specialisation in Structured Finance and/or Business Finance 
• CFA added advantage

Experience / Skills Required

• Minimum of 3 years deal execution experience 
• Strong deal making experience and ability to structure deals, financial modelling and negotiating skills. 
• PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint. 
• Understand NEF mandate and investment guidelines. 
• Possess good analytical and modelling skills and be able to apply NEF’s financial modelling methodologies. 

In-depth experience in conducting quality due diligence exercises: 

• Accounting and/or auditing, law, tax; o Able to gather data from all relevant sources, including industry experts; 
• Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports; 
• Great writing skills; 
• Able to identify risks and recommend relevant risk mitigation measures; 
• Understand various investment instruments and able to structure deals and to apply them in relevant investment circumstances. 
• Communication and presentation skills to present investment reports to various committees for approval.