Closing Date 2023/08/17
Reference Number DBS230804-1
Job Title Transacting Specialist X2 [Midrand]
Job Grade 16
Job Type Classification Permanent
Location - Town / City Midrand
Location - Province Gauteng
Location - Country South Africa
JOB DESCRIPTION
1. The Transacting Specialist is responsible for relationship management and compliance to contract requirements and prevention of risk of on non-performance.
2. Ideation and identification of new equity investment opportunities in key strategic sectors / investment themes;
3. Evaluate the feasibility of investment opportunities / project transactions with a view to ensuring that they are commercially sound prospects for equity financing and are aligned to the DBSA’s strategy and mandate.
KEY RESPONSIBILITIES
Primary Responsibilities
1. Due diligence of opportunities and preparation of investment appraisals for the company’s Exco and Investment Committees;
2. Provide innovative and flexible financial structures for complex transactions;
3. Ensure deal closure by taking responsibility for optimal financial, institutional and legal structuring;
4. Development and maintenance of investment models, portfolio data, and supporting analytics;
5. Identification of key risks facing the portfolio and implementation of mitigating strategies / policies;
6. Position DBSA as a preferred equity investor/partner;
7. Management, oversight, training and development of the investment team;
8. Negotiation and review of equity investment agreements and project documents;
9. Investment management and value addition in portfolio companies in line with the Company’s value add framework and investment approach;
10. Oversee disbursements to approved projects as well as monitor a project’s progress post investment;
11. 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.
Relationship Management
1. Networking, liaising, and maintaining of relationships with key internal and external stakeholders to further develop specific investment opportunities;
2. Provide value to the Division for the benefit of and/or the client through knowledge of the subject, innovation and lateral thinking.
Loan and Equity Portfolio Performance
1. Monitor the loan performance as per agreements and provide regular reports to GE Transacting on the performance thereof.
2. Monitor the defaulters, creditors and maintain good solid relationships with existing clients with the DBSA.
3. Conduct project audits and monitor significant developments that can potentially influence the bankability of projects for the DBSA.
4. Facilitate strong investment performance and value addition in the equity investment portfolio;
5. Coordinate the implementation of equity investments and monitor the performance of equity investment projects through progressive investment and income reports; monitor collection and recording of income on equity investments;
6. Drafting, review and submission of quarterly portfolio reports for the Investment Committee and Investors;
Covenant Compliance
1. Maintain all credit files to ensure proper adherence to client compliance on agreements to minimize and manage the risk to the Division.
2. Manage all risk aspects of the continent wide financing delivery function, in terms of ensuring appropriate structuring of investment risks and on-going mitigations of operations-related risks.
3. Ensure sound financial capital management through assuming responsibility for stewardship over the capital under management, and as well as efficient utilization of financial resources.
4. Ensure the capturing of learning opportunities post transaction conclusion for continuous improvement and ensuring successful delivery of deals.
Key Measurements of Outputs
These include:
1. Annual disbursements, commitments and approvals (value and number of equity transactions)
2. Growth rate in assets of loan and equity book;
3. Quality of loan and equity book;
4. % of loan and equity book in priority geographies and sectors;
5. Management of Budget including operational expenses.
6. Quality of signed agreements / mandates
7. Management of client relationships and key stakeholders
8. Quality progress reports
9. Revenue performance in terms of interest income and fees generated
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EXPERTISE & TECHNICAL COMPETENCIES
Minimum Requirements
1. A post graduate qualification or equivalent in Business or Finance (CA or CFA), or Engineering, or Economics.
2. A minimum of 10 years’ experience in a similar role in appraising, negotiating and closing infrastructure related Project Finance, Corporate Finance, or Structured Finance transactions in a financial institution
3. Experience with working with Coverage and deal execution teams
4. Experience in presenting to Senior Executives and Management Teams to ensure compliance to contract management in order to prevent risk of non-performance.
5. Fee Income product knowledge and expertise in Debt and Equity investments, portfolio management, guarantee issuance, arranging and distribution.
6. Experience in financial analysis and/or Financial modelling;
7. Experience in doing business across Africa;
8. Successful track record in leading project teams with high level stakeholders and qualified professionals
Technical Competencies
Project Management:
1. Defines, plans and manages large and/or strategic projects, including those with a high degree of technical complexity, with impacts across the organisation and/or with national implications.
2. Assembles and leads diverse and multi-disciplinary teams, ensuring maximum effective resource utilisation.
3. Successfully manages substantial project budgets, and reports directly to senior managers on the progress and results of projects.
4. Identifies complex issues that need escalation and proposes appropriate corrective actions.
Solution Focus:
1. Identifies broad, highly complex problems based on a multitude of factors, many of which are complex and sweeping in nature, difficult to define and often contradictory.
2. Creates procedures to articulate the nature of problems and to identify and weigh alternate solutions.
3. Evaluates the effectiveness of solutions using approaches tailored to the situation.
Financial Analysis:
1. Serves as subject matter expert.
2. Evaluates and determines fiscal, operational, and service impacts; analyses and evaluates legislation; and implements and evaluates statistical models in their subject areas.
3. Demonstrates in-depth technical and administrative knowledge of the rules and regulations in the subject area and to defend analyses, testimony, and recommendations relating to a variety of issues before management and commissions.
Risk Management:
1. Drives integration and standardisation of risk management processes across the organisation
2. Advises on the application of the organisation’s risk management policies, industry best practices and constructs organisation guidelines
3. Analyses trends in risk management and internal control, evaluates implications, defines and implements organisation-wide response
Attention to detail:
1. Quickly identifies relevant and irrelevant information to support accurate decision making.
2. Maps out all the logistics and details of a situation to ensure smooth and flawless implementation.
3. Consistently identifies all relevant details that are not obvious in complex situations.
4. Requires the highest standards for accuracy and quality for their work.
5. Establishes processes to ensure accuracy and quality of services delivered by the team.
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.
Commercial Awareness:
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 DBSA economic priorities and how they can be implemented to meet DBSA's strategic objectives.
3. Deep understanding of DBSA's core sector role in achieving DBSA's strategic objectives.
4. 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.
Research:
1. Demonstrates expert skill levels in strategic and operational research techniques, including process analysis, modeling and forecasting.
2. Adapts, creates and designs new research techniques to meet the organisation requirements.
3. Provides specialist coaching and guidance to researchers and other the organisation employees.
4. Promotes the professional reputation of the organisation by maintaining a respected profile with relevant external organisations and the research community in general.
Communication and Reporting:
1. Able to communicate complex problems or concepts, by making them simple and understandable for others.
2. Adapts language to the level of the audience in order to ensure that the message has a positive impact and is interesting to the audience.
3. Is articulate, demonstrates a wide range of vocabulary, and is confident when talking to large/high level audiences.
4. Designs / customizes reports to meet user needs.
5. Prepares complex or tailored reports, gathers information from a variety of sources, analyses and includes in a report.
6. Keeps standard reports under review and proposes improvements to meet user needs
Innovation:
Develops innovative business solutions that shape industry practices
REQUIRED PERSONAL ATTRIBUTES
Leadership Competencies
Achievement Orientation:
1. Focuses on new or more effective ways of improving own work and meeting targets.
2. Focuses on raising quality, customer satisfaction and revenues.
3. Makes specific changes to systems and processes in order to improve efficiency and quality.
4. Formulates own objectives and action plans in order to achieve a measurable improvement in the future.
Analytical Thinking:
1. Identifies multiple elements of a problem and breaks down each of those elements in detail, showing causal relationships between them.
2. Uses several analytical techniques to identify several solutions and weighs the value of each
Conceptual thinking:
1. Creates new concepts that are not obvious to others and not learned from previous education or experience to explain situations or resolve problems.
2. Looks at things in a significantly novel way breakthrough thinking
Strategic and Innovative thinking:
1. Recognizes opportunities or problems emerging in patterns and trends, and their impact on the business and profitability drivers.
2. Applies learning from previous situations and experiences.
3. Sees underlying causality in current situation. Applies business acumen to make sound decisions
4. Recognizes opportunities or potential problems, before they become obvious, by seeing the connections in a range of sources of information, including insights from outside DBSA.
5. Restates complex knowledge in a way that makes it easier for others to understand.
Commercial Business Acumen:
1. Understands business fundamentals.
2. Analyses and comprehends organisational goals and strategies.
3. Understands tactical business fundamentals in the public sector environment and incorporates them into decision-making.
Team work:
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.
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.
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