Investment Associate
Listing reference: nef_000013
Listing status: Closed
Apply by: 16 September 2023
Position summary
Industry: Financial Services
Job category: Banking, Finance, Insurance. Stockbroking
Location: South Africa
Contract: Permanent
Remuneration: Market Related
EE position: Yes
Introduction
The National Empowerment Fund is recruiting Investment Associates X2 to source and execute deals, support business development as well as maintaining client relationships.
Job description
Business development/ transaction origination
• Support business development initiatives. Develop and maintain clients’ network and relationships.
o Develop and maintain client portfolio to source transactions.
o Consult with BEE groups, intermediaries, lending institutions and other stakeholders.
o Explore opportunities for new investments through networking.
o Actively participate in business development initiatives.
o Contribute to the development of a business development strategy.
o Start to build networks within BEE market.
o On deal flow start to build reputation as an acknowledged/successful deal maker.
Transaction execution
•Applies standard project management skills of resource utilization, process management independently but still need advice / assistance on deal structuring techniques and negotiation skills.
o Mobilize, coordinate and guide internal and external resources to appraise project/deals.
o Manage and influence internal decision making and project processes to obtain investment approval.
o Develop a broad knowledge of (of corporate finance/private equity macro environment, sector, specific transaction) to support team in identifying and recommending appropriate mitigation measures on key risk issues.
o Partake in due diligence exercises, using approved processes and principles as outlined in the due diligence scope.
o With assistance 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 the NEF.
o With assistance utilize knowledge of project deal structuring in compiling paralegal documents such as term sheets.
o With assistance support negotiate with clients/co-financiers on an acceptable deal/project structure financial term, security to ensure successful deal closure.
o With support oversee the finalization of legal agreements pertaining to the transaction/project.
Minimum requirements
Qualifications
• Graduate degree, preferably a BCom Accounting, CA, CFA or equivalent
Experience/Skills required
• Minimum of 3 years’ experience
• Deal structuring
• Project management
• A generalist in area in corporate finance with some experience in private equity