| JOB NAME |
Senior Investment Officer (Project Finance) [Midrand]
POSTED BY: Development Bank of Southern Africa
REF:DBSA 302
Date Published:Wednesday, May 10, 2023
Date of Expiration:Monday, November 6, 2023 EXPIRED
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| LOCATION OF THIS JOB |
 South Africa | MIDRAND in South Africa |
| INDUSTRY |
| DEVELOPMENT FINANCE INSTITUTIONS
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| JOB TYPE |
| Full-Time |
| MAIN JOB DESCRIPTION |
Closing Date 2023/05/19
Reference Number DBS230509-1
Job Title Senior Investment Officer (Project Finance) [Midrand]
Job Grade 16
Job Type Classification Permanent
Location - Town / City Midrand
Location - Province Gauteng
Location - Country South Africa
JOB DESCRIPTION
1. The purpose of this role is to generate deal flow and build a robust pipeline of prospective projects for development financing as well as structure deals.
2. The incumbent of this role will also be responsible to coach & mentor Investment officers.
KEY RESPONSIBILITIES
3. Undertake business development in Africa and position DBSA as preferred lender/investor/partner;
Initiate and develop new business strategies and opportunities in order to create a pipeline of development impact projects for the Coverage division;
4. Appraise new investment and non- investment proposals (early stage screening and due diligence);
5. Perform detailed analysis of investment opportunities, including commercial analysis, financial modelling and risk and institutional analysis;
6. Negotiation of project documents;
7. Oversee disbursements to approved projects as well as monitor a project’s progress post investment;
8. Ensure deal closure by taking responsibility for optimal financial, institutional and legal structuring;
9. Build and maintain strong relationships with clients, global and regional private businesses, banking and multilateral partners and government officials to further develop specific investment opportunities;
10. Provide innovative and flexible financial structures for complex transactions;
11. Identify opportunities to initiate viable projects, project origination through the facilitation of project preparation, scoping, feasibility studies, and business plans with the intention of closing investment deals;
12. Prepare Investment Committee and Board papers on investment opportunities and feasibility studies for management and the Board of Directors to consider;
13. Coordinate closely with specialists in Financing Operations division to add value to clients' businesses; find pragmatic solutions to the specific sector challenges to achieve sustainable development impact;
14. Coordinate the implementation of investments and monitor the performance of investment projects through progressive investment and income reports; monitor collection and recording of income on investments;
15. Leverage international and regional partners to provide capital for new business investments;
16. Develop strategies to attract concessional funding for projects and re-construction efforts to improve Africa’s infrastructure.
17. Increase client base in allocated countries and secure revenue streams that provide the impetus for sustainable profit growth, increased client contact, building of sustainable long-term relationships on multiple level, structured and targeted marketing of service, identification and reporting of growth opportunities;
18. Manage relationships at various levels with the relevant project stakeholders, partners, and lead promoters, in accordance with the project’s development objectives;
19. Maintain communication with clients and manage client relations; ensure that they submit all the Bank’s requirements to facilitate the appraisal process; Provide feedback on the status of their application timeously and advise them on the bank’s processes and procedures, and in liaison with Finance, resolve payment and / repayment related issues;
20. Ensure continuous communication with clients/ projects that the DBSA has funded with a view to adequately support the division’s monitoring function;
21. Offer a broad range of advisory and consulting services to private and public sector investors, businesses, and client-country governments. These services amongst others include:
Broadening access to finance
22. Provide investment promotion intermediaries in Africa to receive technical assistance to build institutional capacity in areas such as strategic planning, investor marketing, sector targeting, and to improve responsiveness to investor needs through information services.
23. Assist clients to develop and implement targeted investor outreach campaigns on a country and/or regional basis.
24. Undertake continuous research and provide recommendations on significant developments, emerging opportunities and challenges in areas of responsibility. Provide information to potential clients and document the same to provide information on customer requirements/ areas of interest.
Key Measures
1. Number and quality of ERR’s submitted
Revenue performance in terms of interest income and fees generated % of loan book in priority geographies and sectors
2. Annual disbursements, commitments and approvals
3. Management of relationships with new/ existing clients.
Key Internal Liaison Relationships
1. Executives – CIO, Coverage, Transacting, Project
Preparation, Infrastructure Delivery, Treasury
2. DBSA Committees, e.g. Deal screen, Investment
Committee, Asset/Liability Committee
3. Management and staff – Risk, Project Preparation,
Transacting, Infrastructure delivery, Treasury, Finance,
Financing Operations, Investment Support
Key External Liaison Relationships
1. Government entities – National, Provincial, Local,
Sovereigns
2. Investment partners – commercial, DFIs
3. Service providers – e.g. EPCs, advisors, O&Ms
4. Knowledge partners – Universities, think tanks, local/international organisations
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| REQUIREMENTS FOR THIS JOB |
EXPERTISE & TECHNICAL COMPETENCIES
1. A post-graduate qualification such as a CA, CFA or MBA would be a strong advantage;
2. Minimum of 5 to 7 years’ experience in appraising, negotiating and closing Project Finance, Corporate Finance, or Structured Finance transactions in a financial institution;
3. Experience in successful investment, appraisal, analysis and implementation is required
4. Successful track record in leading project teams with high level stakeholders and qualified professionals;
5. Experience in using Financial models;
6. Experience in doing business in Africa is a requirement
SKILLS AND ABILITIES
1. Demonstrable track record of originating, structuring and closing project financing transactions;
2. Must be highly knowledgeable with the financing of Infrastructure and Industrial Sector projects;
3. Must be familiar with types of agreements/contracts typically used in limited recourse project finance.
4. Demonstrated ability to structure variety of complex financial instruments (debt and equity);
5. Skill in dealing in multi-cultural environments and build effective working relations;
6. Experience in operating effectively across organizational boundaries and work as a team to meet assigned strategies and goals;
7. Capacity to deal with conflicting priorities and deliver high quality work on schedule; facility to work successfully in multicultural teams and across boundaries;
Genuine commitment to highest ethical standards and to sustainable development with particular sensitivity to social and environmental issues
8. Outstanding interpersonal, diplomatic and partnership skills required for building and maintaining collaborative relationships with senior government officials, partners and stakeholders with the aim of strengthening client-country development processes;
9. Superior level of resourcefulness, ability to work with considerable autonomy as well as willingness to work under pressure and through the whole spectrum of activities from the strategic level to the resolution of specific implementation issues.
TECHNICAL
Risk Identification & Assessment skills
1. Advises on applicable aspects of risk identification and assessment.
2. Assesses and links short-term tasks in the context of long-term business strategies or perspectives.
Business Development
1. Takes overall lead for pro-active business development at national and international level.
2. Initiates, reviews and interprets competitor environment reviews and take actions accordingly.
3. Formulates and modify market approaches on the basis of competitor analyses.
4. Leads the formulation, development and implementation of the business development strategy to generate new business opportunities in public and private sector delivery of infrastructure.
5. Identifies and develop new markets, products and clients.
6. Leads the participation and presentation of an organisation at investment conferences and roundtable discussions.
7. Coordinates business activities to ensure that investment initiatives are in support of government BEE strategies, broader national and regional economic development strategies.
8. Promote compliance and alignment with the strategic imperatives of both individual clients and the organisation of investment and development interventions.
9. Builds capacity to coordinate, control and manage the activities and efforts required for the implementation of the plan.
10. Builds capacity to conduct project origination exercises.
Business Acumen
1. Deep understanding of commercial drivers and is able to take decisions based on an assessment of alternatives concerning complex business situations.
2. Deep understanding of economic priorities of South Africa and Africa and how they can be implemented to meet an organisations strategic objectives.
3. Deep understanding of the need to coordinate efforts with many government entities, private sector, community groups and individuals to ensure effective implementation of new policies and regulations.
4. Takes actions to fit business strategy.
5. Assesses and links short-term tasks in the context of long-term business strategies or perspectives.
6. Reviews own actions against the organisation's strategic plan; includes the big picture when considering possible opportunities or projects or thinks about long-term applications of current activities.
7. Anticipates possible responses to different initiatives.
8. Understands the projected direction of the industry and how changes might impact the organisation.
Deal Origination
1. Utilises extensive networks with developers, sponsors and consultants in DBSA-mandated sectors to identify project preparation opportunities.
2. Conducts project identification, conceptualisation and preliminary structuring of projects structuring and value preposition for DBSA.
3. Applies analytical skills to understand the technical, environmental, institutional, financial and legal components of projects to present a structure to prepare the project.
4. Understands the regulatory and policy environments and offers advice in preparing/structuring of projects.
5. Conducts market research, business analysis and profiling to identify opportunities for infrastructure development in SA, SADC and selected African countries.
6. Provides and grows the opportunity for DBSA equity investments.
7. Independently structures and negotiates and concludes engagement letters, term sheets and facility agreements.
Project Management
1. Initiates project plans and secures resources for projects that span area or department boundaries.
2. Uses estimating techniques and develops project risk management approaches.
3. Has an in-depth and practical understanding of how to maximize the effectiveness of project teams.
Planning & Organizing
1. Is relied on to help others plan and organise their workload.
2. Uses effectively advance time management processes to deal with high workload and tight deadlines.
3. Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
4. Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritizing and re-planning
Financial Acumen
1. Makes sound financial decisions after having analysed their impacts on the organisation, partner agencies, and community.
2. Effectively prepares budgetary submissions and forecasts for own department.
3. Knows the internal and external factors that impact on resource and asset availability.
4. Is able to interpret management account reports in an operational/commercial context and take action as appropriate to maximize revenues and control costs.
Reporting & Communication
1. Designs / customizes reports to meet user needs.
2. Prepares complex or tailored reports, gathers information from a variety of sources, analyses and includes in a report.
3. Keeps standard reports under review and proposes improvements to meet user needs
Presentation Skills
1. Knows how to deliver arguments persuasively by employing a range of advanced presentation techniques (e.g. the appropriate use of body language, how to close a presentation so that the audience continues to think about the subject matter etc.).
2. Has knowledge of various feedback mechanisms to check levels of audience understanding.
Negotiation
1. Has an appreciation of cultural sensitivities and differences.
2. Effectively employs a variety of advanced behavioural/interpersonal competencies to control the negotiation situation.
3. Is able to take the lead in a variety of sensitive negotiation situations requiring high levels of tact and diplomacy.
4. Is able to place a discrete negotiation situation within the context of a broader long-term relationship and is not threatened by conceding ground to protect the longer-term interests of DBSA.
REQUIRED PERSONAL ATTRIBUTES
BEHAVIOURAL COMPETENCIES
Customer Service Orientation
1. Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
2. Adapts processes and procedures to meet on-going customer needs.
3. Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
4. Thinks of new ways to align DBSA’s offerings with future customer needs.
Self-awareness and Self Control
1. Withholds effects of strong emotions in difficult situations.
2. Keeps functioning or responds constructively despite stress.
3. May apply special techniques or plan ahead of time to manage emotions or stress.
Strategic and Innovative Thinking
1. Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
2. Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
Driving delivery of results
1. Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
2. Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
Teamwork & Cooperation
1. Acts to promote a friendly climate and good morale, and resolves conflicts.
2. Creates opportunities for cross-functional working.
3. Encourages others to network outside of their own team/department and learn from their experience.
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English 
FRENCH
