Investment Principal
Listing reference: nef_000182
Listing status: Online
Apply by: 29 June 2026
Position summary
Industry: Financial Services
Job category: Investment consultancy
Location: Sandton
Contract: Permanent
Remuneration: Market Related
EE position: Yes
Introduction
To oversee implementation of TWR portfolio decisions through management of TWR team. Supports team at committee presentations, quality checks to ensure transactions are optimally structured and are in line with NEF requirements, ensure departmental targets are met and assist the TWR Manager in implementation department strategy.
Job description
1. Turnarounds
- Oversee the development of operational turnaround strategies for investees;
- Provide strategic guidance to the TWR Investment Associates in formulating solutions;
- Oversee the implementation of the formulated turnaround plan in the business;
- Introduce investors or strategic partners to the business;
- Provide access to new markets from networks;
- Ensure quality of output.
2. Business Rescue
- Oversee business rescue proceedings where applicable to investees;
- Provide expert advice on formulation of the business rescue plan;
- Perform role of Chief Restructuring Officer in the business if required;
- Advise on the acceptance or rejection of the business rescue plan;
- Monitor or be engaged in the implementation of the Business Rescue Plan;
- Ensure that the NEF’s position is protected in the business rescue process.
3. Debt Restructuring
- Oversee the restructuring of the exposure of clients that are experiencing financial difficulties where such businesses have long-term financial viability and where liquidation is not a beneficial solution;
- Restructure to reduce impairments and/or write-offs;
- Review and monitor the business financial performance;
- Review and monitor collection;
- Interface with other stakeholders for decision making;
- Manage non-performing loans until the investee has been stabilized or until the client has been handed over to Legal.
4. Workouts
- Oversee workouts with regards to transactions where no turnaround is possible;
- Devise workout solutions in the best interests of the NEF;
- Monitor collection in line with the workout approval.
5. Investment Reporting
- Development and continuous improvement of reporting templates;
- Review committee submissions and presentations to ensure good quality;
- Prepare committee papers where required on TWR matters for consideration.
Minimum requirements
Experience / Skills Required
- Minimum of 8 years’ experience in deal making environment;
- Minimum of 3 years people management experience;
- Strong Due Diligence analysis and exposure;
- Solid Financial Modelling skills;
- In-depth Business Turnarounds and Restructures experience.
Qualification Requirements
- B. Com Hons Degree with specialization in Accounting and/or Business Finance;
- CA (SA) or MBA an advantage.
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Conceptual / Big Picture Thinking
- Creative / Innovation
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Strategic thinking
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self- Management
Interpersonal Competencies
- Building Strategic Relationships/ Networking
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork
Functional Competencies
- Anticipating and Managing Change
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Consulting / Advising
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence
- Programme & Project Management