INVESTMENT ASSOCIATE, JHB NORTH

• TOURISM HOSPITALITY AND/OR RELATED SECTORS

• Source deals, assess their viability and prepare submission report to the credit committee,
• Prepare submission to relevant committee for Due Diligence approval,
• Compile a Due Diligence work plan, negotiate a lending project term sheet and structure the deal to meet the client requirements, all under the supervision of the Investment Principal,
• Post DD approval conducts technical research and provide input on the deal structure,
• Maintain responsibility of the transaction, preparation of project appraisal to risk,
• Leverage funding structure that suits the client and minimises exposure,
• Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval,
• Establish and manage relationships with clients, financial institutions, sector players and other counterparties for originating and sourcing of the deals,
• Product development: establish innovative structured finance solutions for clients,
• Analyse financial outcomes, define pricing strategy and development impact,
• Analyse financial outcomes, define pricing strategy and development impact,
• Manage the funding process in conjunction with the legal and post investment department,
• Negotiate documentation or legal terms with all related internal and external stakeholders,
• Undertake the collection of project documents once the deal is approved by respective committees,
• Ensure the communication reaches the client once the deal is approved.

• Accounting and/or auditing, law, tax;
• Should be able to gather data from all relevant sources, including industry experts;
• Be able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
• Have good writing skills;
• Be able to identify risks and recommend relevant risk mitigants;
• Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances;
• Ability to negotiate terms and conditions of investment to minimize risk in each transaction;
• Communication and presentation skills to present investment reports to various committees for approval.

• B. Com Degree (Finance, Accounting, Business Economics);
• Deal structuring and implementation;
• Financial modelling and Business valuation methodologies.
• Preferred
• CA(SA) and/or MBA with demonstrated experience in tourism and/or acquisitions.

• Analysis and Attention to Detail
• Creative / Innovation
• Judgement and Decision Making
• Problem Solving & Learning Agility

• Assertiveness
• Drive and Result Orientation
• Ethical Judgement
• Excellent / Quality Orientation
• Resilience and Stress Management
• Time and Self- Management

• Building Relationships
• Building Strategy Relationships/ Networking
• Customer Service Orientation
• Teamwork

Affirmative Portfolios