Junior Investment Associate at Old Mutual South Africa

Job Description

• This role is individually accountable for implementing loan financing for Masisizane, monitors progress including repayments and business growth. This role is also accountable for finding marketing opportunities and liaises with potential customers on behalf of enterprises. The individually is accountable for achieving results through others over periods of up to a year.

Role Description / Key Performance Areas

• Generates pipeline for Masisizane, interacts with communities, community-based organisations and small enterprises to source deal opportunities
• Performs due diligence
• Company valuation
• Identifies funding and business skills support needs
• Makes a decision about viability and long-term sustainability of the business, prepares and presents a motivation to the Credit Committee
• Co-ordinates relevant business and technical skills development/support
• Implements loan financing and monitors progress, including repayments and business growth
• Finds marketing opportunities and liaises with potential customers on behalf of enterprises
• Serves on relevant Credit Committees and decides approvals or declines of loans
• Represents Masisizane locally, regionally and nationally as a leading Development Financing Partner
• Develops collaborative relationships between public, private and voluntary sector bodies and organisations through effective liaison and communications and instil collaborative working relationships within the Masisizane team
• Develops linkages and good communications between and within Masisizane projects and delivery staff
• Prepares and presents written and oral reports to the Head of Masisizane, the Board, partners and beneficiaries
• Facilitate disbursement of approved transactions

Qualifications Required

• A relevant tertiary qualification (e.g., BCom / Business Science / CA / CFA) with a strong academic record;
• Post graduate degree advantageous

Experience Required

• 3+ experience in deal making
• Deal structuring
• Conducting due diligence
• Financial modelling
• Financial analysis
• Preparing investment proposals

Attributes / Competencies

• Executing
• Strategic
• Innovation
• Leading with Influence
• Relating
• Customer First
• Learning