SUMMARY:
The incumbent will serve as a senior investment professional responsible for leading the implementation of the company’s mandate in the province. To manage the regional office operations while directly originating, assessing,
POSITION INFO:
Experience & Skills :
• Minimum 5 years’ experience in investment analysis, deal structuring, or corporate finance.
• Proven experience in SME funding, venture capital, or development finance.
• Strong understanding of financial modelling, valuation, and credit risk analysis.
• Exposure to legal and transaction documentation (Shareholders Agreements, SPAs, etc.).
• Demonstrated ability to originate and close transactions independently.
• Experience engaging with government and development stakeholders preferred.
Qualification Requirements :
• Bachelor’s degree in Finance, Accounting, Economics, Investment Management or related field.
• Postgraduate qualification (e.g., Honours, CFA Level 1, MBA) advantageous.
Role Summary :
- The incumbent will serve as a senior investment professional responsible for leading the implementation of the company’s mandate in the province. To manage the regional office operations while directly originating, assessing,
- Structuring, and implementing investment transactions.
- In addition, this role requires a strong dealmaker with sound financial modelling and investment analysis capabilities, coupled with the ability to represent the the company in
- stakeholder forums, build strategic partnerships, and drive business development to achieve the company’s developmental and investment KPIs.
- Lastly, this position is suited for an experienced Investment Associate or Senior Investment Associate who can operate independently, manage the end-to-end investment process and
- provide leadership to a small regional team without necessarily having prior formal management experience.
Outputs :
- Deal Origination and Investment Execution
• Identify, originate, and structure commercially viable deals aligned with the company’s mandate in the Western
Cape.
• Assess new applications for commercial viability and eligibility against the company’s investment criteria.
• Prepare investment proposals, including financial models, risk analysis, and investment motivations.
• Present deals to the company Committees (Investment and Credit) for approval.
• Ensure timeous implementation and disbursement of approved transactions within set turnaround times.
• Address Credit Risk queries and Legal structuring matters collaboratively with head office teams.
• Oversee post-approval implementation and handover to Post Investment for monitoring.
B. Pipeline Development and Business Growth
• Maintain a strong and quality pipeline that aligns with the company’s annual investment and empowerment
targets.
• Drive active deal flow generation within the province through stakeholder engagement, outreach, and
business development.
• Work with municipalities, provincial departments, DFIs, and business chambers to source viable projects.
• Identify investment opportunities that contribute to job creation and provincial economic growth.
C. Financial Analysis and Modelling
• Develop robust financial models to evaluate project feasibility, profitability, and repayment capacity.
• Conduct sensitivity and scenario analyses to support decision-making.
• Support valuations, pricing, and structuring of funding packages (debt, equity, or blended instruments).
• Provide quantitative and qualitative inputs for investment reports and presentations.
D. Regional Leadership and Office Management
• Oversee daily operations of the Western Cape Regional Office and ensure compliance with the company policies.
• Provide guidance and mentorship to the regional analyst/investment associate and administrator.
• Ensure high-quality deal screening, timely reporting, and effective client communication.
• Manage resources and workflows to meet turnaround time targets and organisational KPIs.
• Foster a results-oriented, collaborative regional team culture aligned with the company’s core values.
E. Stakeholder Management and Representation
• Represent the the company in provincial stakeholder meetings, investment forums, and development
partnerships.
• Coordinate with provincial government, business associations, and local enterprises to promote the company
offerings.
• Ensure alignment of provincial initiatives with the company’s strategic priorities and transformation objectives.
• Promote the company’s visibility through outreach programmes, SME workshops, and public engagements
Personal Attributes/Behaviours/Attitudes :
Key Competencies:
• Strong deal-making and analytical skills.
• Advanced financial modelling and Excel proficiency.
• Excellent business writing and presentation ability.
• Ability to balance developmental and commercial imperatives.
• Sound judgment, integrity, and decision-making ability.
• Strong interpersonal and negotiation skills.
• Ability to lead and inspire a small team.
• Professional maturity and self-motivation
Attributes and Behaviour
• Integrity and ethical conduct.
• Results-oriented and deadline-driven.
• Strategic and proactive thinker.
• Client-focused with a developmental mindset.
• Collaborative and adaptable.
• Professional representation of the company at all times.
