Senior Investment Associate (Umnotho Fund)
Listing reference: nef_000170
Listing status: Online
Apply by: 19 May 2026
Position summary
Industry: Financial Services
Job category: Other: Banking, Finance, Insurance, Stockbroking
Location: Sandton
Contract: Fixed Term Contract
Remuneration: Market Related
EE position: Yes
Introduction
To manage the team in terms of deal implementation to ensure targets are met and to provide support for complex transactions. The duration of this Fixed-Term Contract is six (06) months.
Job description
Business Development / Transaction Origination
- Pro-actively develop business development strategies and pursue new business development through excellent understanding of market and stakeholder networks
- Identifies lucrative market opportunities through an excellent understanding and interpretation of sector analyses, including market structure, supply and demand aspects, competitor environment, and gap analysis and taking actions accordingly
- Actively participate in formulating, developing and implementing the business development strategy to generate new investment opportunities in the South African BEE financing market
- Engage in the activities and efforts required for the implementation of the business development plan
- Conduct business development in response to new markets, products and clients
- Develop strategic relationships with financial institutions, corporate finance advisors, other intermediaries and BEE groups
- Participate and represent the NEF at investment conferences and roundtable discussions
- Engage in activities that ensure the investment initiatives are in support of broader South African economic development strategies and/or government BEE strategies
Transaction Execution
- Act independently in all spheres of project management, expert in deal structuring and negotiations. Acknowledged as a very experienced deal maker/ transactor both within and outside of the NEF
- Mobilize, coordinate and guide internal and external resources to appraise
transactions/project/applications - Manage and influence internal decision making and transaction processes to obtain investment approval
- Utilize expert knowledge (of BEE market, financial market, macro-economic environment sector) as to support, lead tea in identifying and suggesting/recommending appropriate mitigation measures on key risk issues
- Conduct comprehensive due diligence investigations on approved transactions by providing input on scoping and partaking in due diligence exercises with minimal support
- Recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long term sustainability/viability of the project to the benefit of the client and NEF
- Provide advice, guidance to legal department on the commercial terms in the preparation of legal documentation
- Negotiate with clients/co-financiers on an acceptable deal structure, financial terms, security to ensure successful deal closure incorporate and writing reports
- Ensure the timeous execution of legal documents in accordance with approved term sheets
- Acknowledged reputation within the NEF and externally based on successful deal closure and expertise
- Act as a mentor to Investment Associates and Investment Analyst
- Oversees and manages the implementation of projects through timeous disbursements paid out to the satisfaction of the client
- Provides expertise on structures recommended to FMTPFC and other Investment Committees by Investment Associates
- Pro-actively identifies potential areas of non-compliance, increased risk and set-up/initiate an action programme accordingly
Deal Sustainability / Risk Management / Portfolio Management
- Responsible for surveillance, compliance, pro-actively anticipates and implements corrective actions, lead discussions in negotiating possible solutions
- Makes recommendations on effective solutions to sustain client relationships in the event of a default without causing a dilution in the asset value of the NEF
- Represents the NEF on Boards of Directors of selected investee companies
Minimum requirements
Experience / Skills Required
- 5 years similar experience in private equity/project finance/structured finance
- Deal structuring
- Project management
Qualification Requirements
- BCom degree in Finance/ Accounting
- Post Grad added advantage
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Tolerance of Ambiguity
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self- Management
- Objectivity
Interpersonal Competencies
- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork
Communication Competencies
- Conflict Management
- Influencing & Impact (incl. Negotiation)
- Presentation and Facilitation
- Verbal and Written Communication
- Persuasiveness / Selling Skills
Functional Competencies
- Anticipating and Managing Change
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Consulting / Advising
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence
- Programme & Project Management