Mid Investment Associate

Johannesburg, Gauteng, South Africa

Job Description


MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION - (Please provide a short
description under each heading/output)
TIME SPENT
Deal Origination
xc2xb7 Build network of industry partners for deal sourcing
xc2xb7 Undertake screening and entrepreneurial assessments
xc2xb7 Assess commercial viability for applications
xc2xb7 Conduct fundamental and technical analysis for the investments to be presented to the Screening IC
xc2xb7 Ensure the collection of documentation and stages of investment are completed
xc2xb7 Provide financial analysis, financial modelling and investment structuring
30%
Deal Making
xc2xb7 Conduct financial modelling, valuations, negotiations, due diligence exercises (including site visits), and structuring using a range of instruments
xc2xb7 Prepare investment reports for presentation to internal and external investment committee members
xc2xb7 Develop 100 day plans and assist with implementation thereof
xc2xb7 Conduct site visits and client interface/Interviews
xc2xb7 Manage and liaise with various business support service providers used by the Company from time to time, including legal, financial and any other specialist advisors for pre and post investment support
xc2xb7 Conducting internally focused functions from time to time including:
o Administrative and financial/accounting functions (including matters related to the year-end audit and accounting for underlying Fund investments)
o Reporting for our investee companies
o Preparations for and reporting to the various stakeholders of IDF Capital et al.
xc2xb7 Evaluate and review deal-flow and project pipeline against investment strategy, risk budget and other investment criteria on an ongoing basis to ensure optimal and timely investment and performance
xc2xb7 Perform and deliver financial, commercial, risk, tax and legal due diligences on projects and recommend appropriate course of action
xc2xb7 Assess and present performance of the Funds investment and measure against appropriate benchmarks
40%MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION - (Please provide a short
description under each heading/output)
TIME SPENT
General Portfolio and Risk Management
General portfolio management comprises mainly of activities that enhances our monitoring efforts which includes:
- Collection of monthly management accounts, ESG, and Impact performance; and analysis of thereof
- Implement ESG and Gender Lens Investing principles in investee companies
- Regular site visit to all clients with a target of at least one visit a quarter to conduct informed post investment monitoring
- Attending board meetings of portfolio companies and assist in decision making at board level
- Implementing corporate governance disciplines in investee companies.
- Quarterly reporting to advisory committee on the general health of investments in the portfolio
- Regularly assess and survey clients to monitor compliance to legal agreements including issues of corporate governance
- Ensure that portfolio companies meet their financial obligations on a monthly basis
- Early identification / flagging of potential areas of non-compliance and defaulting clients
- Conduct early interventions to minimize portfolio risk.
- Maintain lessons learnt record in respect of investments that have failed.
- Maximizing the financial and social returns of our investment
- Ensuring growth and sustainability of our portfolio companies
- Reduction of impairments and write-offs
Value creation
- Clear articulation of the value creation statement in the approval report
- Perform quantitative and qualitative due diligence alongside our investment team on potential equity and debt opportunities
- Support management teams in identifying, developing and executing strategic and operational value creation initiatives in our portfolio companies
- Work with portfolio company management and investment team to assess the operational maturity of existing and potential portfolio companies in order to identify areas of improvement
- Develop and align value creation opportunities with management and take ownership of the initiation, planning, implementation and monitoring of the execution
- Prioritize opportunities and key value drivers
- Actively engage with portfolio companies
- Drive the identification and implementation of value creation opportunities within portfolio companies
- Plan for exits
- Review and report regularly
30%TOTAL
100 %

  • JOB EVALUATION CRITERIA: INPUT
A) KNOWLEDGE AND SKILLS
FORMAL EDUCATION
xc2xb7 B. Com (Accounting, Economics and Finance majors preferred)
xc2xb7 CFA, CA and other postgraduate studies will be an added advantageKNOWLEDGE
xc2xb7 Strong Financial modelling, business writing skills and presentation skills
xc2xb7 Application of valuation methodologies, financial statements analysis, and good accounting practices
xc2xb7 Exposure to various types of agreements/contracts
xc2xb7 Strong knowledge of quantitative analysis
xc2xb7 Good working knowledge of key commercial statutes and regulation (Tax, Companies Act) will be an advantage
xc2xb7 Applied understanding of finance principles, knowledge of Financial instruments is keyEXPERIENCE
xc2xb7 Minimum 5 years of appropriate experience in in the Small to Mid-Cap investment sector
xc2xb7 Demonstrate track record of originating, structuring and closing of Small to Medium sized transactions (have a deal sheet)
xc2xb7 Experience in Valuations and Exits will be an advantage
xc2xb7 Previous experience in a similar position will be an advantage
xc2xb7 Strong Excel, Word and PowerPoint skillsB) COMPETENCIES
COGNITIVE COMPETENCIES
xc2xb7 A methodical approach to work
xc2xb7 Analytical Thinking & Attention to Detail (includes accuracy)
xc2xb7 Ability to think laterally
xc2xb7 Evaluative Judgement and Decision-Making
xc2xb7 Problem SolvingINTRAPERSONAL COMPETENCIES
xc2xb7 Ethical Behaviour/Honesty/Transparency/Modelling of Values
xc2xb7 Excellence Orientation
xc2xb7 Flexibility/Adapting to changing circumstances in a dynamic environment
xc2xb7 Personal Growth Orientation/Motivation to Learn/ Learning Agility
xc2xb7 Resilience/Perseverance/Stress Management
xc2xb7 Results & Solution Focused (Drive, Energy & Follow Through)
xc2xb7 Self- Management (Planning, Prioritising & Time Management)
xc2xb7 Accountability
xc2xb7 Visibility & ImpactINTERPERSONAL COMPETENCIES
xc2xb7 Building Strategic Partnerships/Networking
xc2xb7 Communication. (Ability to articulate technical solutions for various audiences)
xc2xb7 Customer Service Orientation/Client Focus (Internal and External)
xc2xb7 Influence, Persuasion and Negotiation (Including Conflict Management)
xc2xb7 Knowledge Sharing (includes Information Management)
xc2xb7 Managing Diversity
xc2xb7 Organisational Awareness
xc2xb7 Relationship Building, Listening, Interpersonal Sensitivity
xc2xb7 Cross functional and Inter-disciplinary awareness and collaboration
xc2xb7 Teamwork

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Job Detail

  • Job Id
    JD1345579
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, Gauteng, South Africa
  • Education
    Not mentioned