Investment Principal
Listing reference: nef_000131
Listing status: Online
Apply by: 5 September 2025
Position summary
Industry: Financial Services
Job category: Banking, Finance, Insurance. Stockbroking
Location: Sandton
Contract: Permanent
Remuneration: Market Related
EE position: Yes
Introduction
Responsible for overseeing the implementation of investment decisions by managing the investment team and supporting them during deal presentations. Conduct post due diligence quality reviews to ensure compliance with NEF's requirements. Furthermore, drive the generation of a robust deal pipeline to meet departmental targets and support the Fund Manager in executing the department’s strategic initiatives. Also, serve as the technical lead in developing portfolio projects aligned with departmental targets.
Job description
Undertake business development and position NEF as preferred lender for BB-BEE transactions
- Initiate and develop new business strategies and opportunities
- Create a pipeline of development impact projects for the Fund
- Appraise new investment and allocate to investment associate for consideration
- Manage the due diligence process and monitor related documents according to the required standards.
- Ensure that the department meets the quarterly and annual targets on approvals, commitments and disbursements as per the approved targets
Monitors investment opportunities
- Assist the team in performing detailed analysis of investment opportunities, including commercial analysis, financial modelling and risk and pricing and NEF mandate
- Oversee disbursements to approved projects as well as monitor a project’s progress post investment
- Ensure deal closure by taking responsibility for optimal financial, institutional and legal structuring
- Provide innovative and flexible financial structures for complex transactions
- Ensure that all disbursement files are reviewed for completeness before release to Fund Manager
- Identify opportunities to initiate viable projects, project origination through the facilitation of project preparation, and business plans with the intention of providing funding
Investment Reporting
- Review Investment reports and make sure they are of good quality prior to submission
- Prepare Investment Committee (FMIC, EXCO IC and Board IC) papers on investment opportunities for consideration
Build and maintain good customer relations with key strategic partners
- Periodically visits to key stakeholders and maintain communication with clients in order to keep good client relations
- Facilitates proper project documents submission for the purpose of governance with regards to the project progress appraisal process.
- Participate in Steering Committees and Boards of the various projects/businesses
Investment management
- Manages the implementation of investments process for maximum return on investment
- Monitors the disbursement in accordance with the NEF processes
- Manage relationships with the relevant project stakeholders, partners, and lead promoters, in accordance with the project’s objectives
Minimum requirements
Experience / Skills Required
- Minimum of 8 years’ experience in deal making environment
- Minimum of 3 years people management experience
- 5 years project investment exposure in a financial/investment environment
- Due Diligence analysis and exposure
- Financial Modelling tools
- Project Management
Qualification Requirements
- B. Com: Business Finance, Accounting, Economics and Agricultural Economists
- Honours in Finance/Accounting, Economics and Agricultural Economists an advantage
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Conceptual / Big Picture Thinking
- Creative / Innovation
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Time and Self- Management
- Objectivity
Technical Competencies
- Business and Financial Acumen (includes ability to identify and manage risks
- Technical / Professional Competence
Leadership Competencies
- Leadership & Supervising
- Resilience
- Decisiveness in Execution
- Teamwork
- Strategic Thinking
- Influence