Investment Analyst (Strategic Projects Fund)
Listing reference: nef_000111
Listing status: Under Review
Apply by: 19 March 2025
Position summary
Industry: Financial Services
Job category: Investment Banking
Location: Sandton
Contract: Permanent
Remuneration: Market Related
EE position: Yes
Introduction
To provide support function to Investment Associates on all areas of transaction execution.
Job description
Business development/ transaction origination
- Supports business development initiatives. Develop and maintain client network and relationships.
- Develop and maintain relationships with industry peers.
- Passively interact with BEE groups, intermediaries, lending institutions, and other stakeholders.
- Actively participate in business development initiatives at the request of the Fund Manager and/or Divisional Executive.
- Contribute to the development of a business development strategy.
- Start to build networks within the financial and BEE market with peers, leveraging the NEF’s development status.
- Actively participate in deal forums to build reputation as an acknowledged analyst.
Transaction execution
- Applies standard investment analysis (under the advice / assistance of senior team members) on deal structuring techniques, market analysis and valuation principles.
- Provide comprehensive financial analysis, using approved financial modelling tools, to the Deal Team on transactions presented to the NEF.
- Analyse, compile and report on market information on a deal-by-deal basis.
- Provide comprehensive valuation analysis on all transactions in order to mitigate risks to the NEF and the parties it supports by using industry best practice in valuation analysis.
- Mobilise, coordinate and guide internal and external resources to appraise deals / applications.
- Leverage relationships within the industry to create on-going industry analysis inflow from other institutions.
- Manage and influence internal decision–making and project process to obtain investment approval.
- Develop a broad knowledge (of corporate finance / private equity macro environment, sector, and
other specific transaction dynamics) to support the team in identifying and recommending appropriate mitigation measures on key risk issues. - Partake in due diligence exercises at the request of the senior deal team member, using approved processes and principles as outlined in the due diligence scope.
- Provide commentary on 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.
Minimum requirements
Qualification Requirements
- BSc. Engineering
Experience / Skills Required
- A generalist in corporate finance with some experience in private equity.
- An expert Analyst demonstrating a good to high command of the abilities required to perform the role.
- 2 – 5 years Financial Analysis experience.
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Focus & Sustained Attention
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
- Customer Service Orientation
- Engaging Diversity
- Teamwork
Communication Competencies
- Conflict Management
- Verbal and Written Communication
Functional Competencies
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence
The NEF is committed to the Employment Equity Act, and as such, the NEF will give preference to candidates from designated groups in terms of the EE Act and persons with disabilities.