Post Investment Associate

SUMMARY:
Post Investment Associate
Northern Cape (Kimberly) & Western Cape (Cape Town)
 
Role Summary
Responsibilities for this role are monitoring the investment portfolio, portfolio recoveries and restructuring as well as effective portfolio risk management within the Regional Office.
 
Outputs

• The primary role is to conduct post investment due diligence and monitoring of investments in your allocated portfolio
• To conduct due diligence on application from investees for further funding and obtain approval from the relevant committees per DOA
• Periodic site visits to investee companies.
• Oversee investee legal compliance
• Investee valuations and impairment calculations
• Quarterly risk analysis and reporting of investee companies (internal and external)
• Liaison with internal and external audit departments
• Manage the mentor panel of consultants per investment
• Monitor and report back on Empowerment Dividend data
• Early identification / flagging of potential areas of non-compliance and defaulting clients
• Attend investee board (if nominated) as and when required
• Attend internal departmental committee meetings as and when necessary

POSITION INFO:
Experience / Skills Required

• Strong Project Management and Corporate Finance and/or Venture Capital experience (minimum of 5 years).
• Completed articles or have strong audit experience.
• Good working knowledge of key commercial statues and regulations (e.g. Taxation, Companies Act, Commercial Law, Litigation and Insolvency Law).
• Financial modelling.
• Ability to analyse and interpret financial statements.
• Conduct enterprise valuations and exits on large complex deals.
• Proven track record of managing a diverse investment portfolio from a post investment perspective.
• At least 5 years deal making/investment experience.
• Various industry sector experience.
• Portfolio risk analysis experience.
• PC: MS Word, Excel and PowerPoint competency at an advanced level
• Strong report writing skills
• Understanding of enterprise valuation and exit valuation methodologies from a post investment perspective

• Graduate degree – minimum B.Com. (Business and Finance, Accounting).
• Honours degree – B.Com. (Finance, Accounting or CTA) Personal

• Self-starter and initiator
• Superior negotiating skills.
• Strong ability to influence experienced entrepreneurs at board level.
• Output driven.
  - Attention to detail, Quality conscious, Thoroughness.
• Meeting customer needs.
• Managing relationships.
• Analytical and superior judgement.
• Effective communication.
• Confidentiality/integrity.
• Personal organisation – ability to work independently unsupervised.
• Maintain high levels of work standards