Regional Manager (Western Cape)

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 :

1. 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.