Closing Date 2024/09/20 Reference Number DBS240906-2 Job Grade 16 Job Type Classification Contract Location - Town / City Midrand Location - Province Gauteng Location - Country South Africa JOB DESCRIPTION 1. Reporting to the Head Climate and Environmental Finance, the role of the Senior Investment Officer will be the screening, appraisal, analysis and assessment of all Green Fund project proposals. 2. The role also includes post investment management of projects, which includes re-scoping of projects that are not performing according to expectations.
KEY RESPONSIBILITIES Technical outputs. 1. Appraisal of the investment and non-investment proposals (early stage screening and due diligence. 2. Preparing and appraising reports for submission to the investment manager. 3. Credit risk analysis (for loans) and performing detailed analysis of investment opportunities including commercial analysis, financial modelling and analysis and institutional analysis. 4. Negotiating term sheets with clients 5. Overseeing disbursements to projects as well as monitoring the progress of post-investment 6. Ensuring deal closure by taking responsibility for optimal financial, institutional and legal structuring 7. Advise the fund on project screening and assessment criteria 8. Liaise with DBSA stakeholders 9. Undertake tasks as determined by the investment manager from time to time.
Key Measures of Outputs 1. Quality of input into project appraisal reports 2. Optimal financial, institutional and legal structuring 3. Consistency in monitoring the progress of post-investment activities
Key Internal Liaison Relationships 1. Project Preparation 2. IDKC Manco and Board 3. Green Fund ManCom
Key External Liaison Relationships 1. Green Fund Clients 2. Department of Environmental Affairs 3. Various Government Departments
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EXPERTISE & TECHNICAL COMPETENCIES Minimum Requirements: 1. An Honours degree in Finance, Business, Accounting, Engineering, or Economics. 2. A post-graduate qualification such as a CA, CFA or MBA would be a strong advantage. 3. Previous Investment management experience in green or climate related environment will be an advantage. 4. Minimum of 5 to 7 years’ experience in appraising, negotiating and closing Project Finance, Corporate Finance, or Structured Finance transactions in a financial institution. 5. Experience in successful investment, appraisal, analysis and implementation is required. 6. Experience in using Financial models.
Technical Competencies: Written & Verbal Communication 1. Is relied on by others to help them write complex technical and non-technical documents and briefs. 2. Is able to determine which aspects of this knowledge area need to be transferred to others in order to achieve organisational goals. 3. Able to communicate complex problems or concepts, by making them simple and understandable for others. 4. 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.
Financial Analysis 1. Develops and maintains effective working relationships with regulated industries, government officials, administrators, and civic leaders. 2. Serves as subject matter expert and leads work teams for more complex issues. 3. Evaluates and determines fiscal, operational, and service impacts; analyzes and evaluates legislation; and implements and evaluates statistical models in their subject areas.
Business Acumen 1. Develops and establishes broad scale, longer-term objectives, goals or projects (e.g., affecting a business, department, or organisation). 2. Takes actions to fit business strategy. 3. Assesses and links short-term tasks in the context of long-term business strategies or perspectives.
Strategic Planning 1. Establishes challenging, attainable goals and objectives based on a customer focus perspective. 2. Looks to the future with a broad perspective. 3. Ensures performances measures are in place to monitor progress and assess accomplishments and achievement of strategic goals and objectives. 4. Develops initiatives to achieve goals and objectives.
Investment/Deal Screening 1. Conducts project identification, conceptualisation and preliminary structuring of projects structuring and value preposition for DBSA. 2. Applies analytical skills to understand the technical, environmental, institutional, financial and legal components of projects to present a structure to prepare the project. 3. Understands the regulatory and policy environments and offers advice in preparing/structuring of projects. 4. Ability to analyse financial statements and conduct financial modelling. 5. Must be familiar with, and have the ability to negotiate complex financial transactions. 6. Strong credit and risk analysis skills.
REQUIRED PERSONAL ATTRIBUTES Behavioural Competencies: Teamwork and 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.
Decisiveness 1. Makes timely decisions about complex issues even when some information is missing. 2. Makes decisions and stands by them even when they are controversial or unpopular. 3. Grasps critical business opportunities when they arise by making timely decisions.
Driving delivery of results 1. Identifies and implements a business opportunity that will have long term impact on the business. 2. Monitors progress and adapts the plan if necessary to ensure optimal benefit to the business. 3. Makes decisions, sets priorities, or chooses goals on the basis of inputs and outputs: makes explicit considerations of potential profit, return on investment, or cost benefit analysis. 4. Based on cost benefit analysis, makes decisions of entrepreneurial risk nature
Leading and Empowering Others 1. Identifies long-term goals for the team and communicates them to team members, ensuring their buy in. 2. Sets a good example by personally exercising desired behavior; acts on values and beliefs. 3. Communicates a vision for the team and future success that inspires team members. 4. After assessing others competence, one delegates full authority and responsibility to others to do the task in their own way. 5. Ensures that competent employees are given opportunities to further their careers.
Leading & Managing Change 1. Gives teams responsibility to analyse, impact and execute change and to sustain it independently 2. Anticipates the need for change when not obvious and influences others to gain support. 3. Builds sustainable business capacity to embrace and thrive change.
Strategic and Innovative Thinking 1. Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities. 2. Understands connections and trade-offs of strategic choices to evaluate which ideas are practical and possible by considering business and/or scientific implications. 3. Develops innovative business and/or customer solutions that shape industry practices.
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