Investment Associate

Introduction

• To source and execute deals, support business development as well as maintain client relationships.

Job description

• Business development/ transaction origination

• Support business development initiatives.

• Develop and maintain clients network and relationships;

• Develop and maintain client portfolio to source transactions;

• Consult with BEE groups, intermediaries, lending institutions and other stakeholders;

• Explore opportunities for new investments through networking;

• Actively participate in business development initiatives;

• Contribute to the development of a business development strategy;

• Start to build networks within BEE market;

• On deal flow start to build reputation as an acknowledged/successful deal maker.

• Transaction execution

• Applies standard project management skills of resource utilization, process management independently but still needs advice / assistance on deal structuring techniques and negotiation skills:

• Mobilize, coordinate and guide internal and external resources to appraise project/deals;

• Manage and influence internal decision making and project processes to obtain investment approval;

• Develop a broad knowledge of (of corporate finance/private equity macro environment, sector, specific transaction) to support team in identifying and recommending appropriate mitigation measures on key risk issues;

• Partake in due diligence exercises, using approved processes and principles as outlined in the due diligence scope;

• With assistance recommend, develop, negotiate innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long term sustainability/ viability of the project to the

• benefit of the client and the NEF;

• With assistance utilize knowledge of project deal structuring in compiling paralegal documents such as term sheets;

• With assistance support negotiate with clients/co-financiers on an acceptable deal / project structure financial term, security to ensure successful deal closure;

• With support oversee the finalization of legal agreements pertaining to the transaction/project.

Minimum requirements

Experience / Skills Required

• Minimum of 3 years' experience in dealmaking,

• Deal structuring experience

• Solid Project management experience

• A generalist in area in corporate finance with some experience in private equity

Qualification Requirements

• Graduate degree, preferably a BCom Accounting, CA, CFA or equivalent

Personal Attributes/Behaviours/Attitudes

Cognitive Competencies

• Analysis and Attention to Detail

• Conceptual / Big Picture Thinking

• Creative / Innovation

• Focus & Sustained Attention

• Judgement and Decision Making

• Problem Solving & Learning Agility

Intrapersonal Competencies

• Assertiveness

• Drive and Result Orientation

• Decisiveness & Action Orientation

• Ethical Judgement

• Excellent / Quality Orientation

• Resilience and Stress Management

• Rule Orientation

• Time and Self- Management

• Objectivity

Interpersonal Competencies

• Building Relationships

• Customer Service Orientation

• Engaging Diversity

• Interpersonal Agility

• Teamwork

Deadline:6th November,2026