MAIN DUTIES AND RESPONSIBILITIES

• Post investment management, performance monitoring and performance reporting of allocated portfolio of complex and technical business partners
• Working closely with business partners to identify areas for growth and value creation, crafting and monitoring the implementation of the value creation plans
• Periodically conduct fair values of equity investments and impairment reviews in accordance with the approved IDC guidelines and policies
• In collaboration with the business partner management team, define KPI’s and design dashboards to collect data for progress monitoring of such KPI’s.
• Build sound relationships with business partner management teams and boards through regular visits to / engagements with business partners
• Proactively identify early warning signals and initiate appropriate intervention processes where necessary, exercising step-in rights early to limit potential losses
• Monitor strategic initiative through data insights, dashboards and reports to identify deviations from agreed plans and take appropriate action.
• Collaborate with Business Units to obtain expert insights relative to specific sectors.
• Implement and manage a process for forecasting  Business Partner dividends and future projections and variants on dividend income to determine contribution to IDC funding.
• Obtain/Research and analyze market, industry and financial reviews to gain insights and trends to identify growth opportunities and areas of concern.
• Ensure that all necessary amendments to contracts during the life span of the business partner are adequately executed.
• Ensure that all exits processes i.e. early settlement, IRR and other calculations and release of security on allocated portfolio of business partners are properly executed.
• Promptly monitor all payments due to IDC including interest, capital, dividends, fees etc. on allocated portfolio of Business Partners.
• Analyze financial information from allocated business partners on a regular basis and assess the need for initiating intervention based on the analysis
• Work closely with the boards and management teams of the Business Partners to ensure that the Business Partners are profitable.
• Monitor and evaluate that proper governance structures exist and are being applied
• Monitor and evaluate compliance with all relevant legislation and regulation;
• Work collaboratively with members of the IDC teams to ensure that the investee companies under management achieve their stated targets and forecasts.
• Prepare portfolio reports as and when required on the portfolio under management
• Provide continuous technical guidance to the fellow teams in all key areas of their responsibilities.
• Forecast of value share prices & dividend incomes and recommend equity selling options and timing to assist with the liquidity and funding of the IDC.

KNOWLEDGE AND EXPERIENCE

• The candidate should at least have 8-10 years of relevant experience in post investment monitoring or portfolio performance management.
• Experience in a Corporate Finance environment and specifically in Listed Investments
• 5 years’ experience in a private equity environment will be an added advantage.
• Experience working in the financial services industry e.g. a commercial bank
• Experience working in a high-level collaborative environment
• Ability to manage multiple competing priorities while building effective relationships
• Thorough understanding of developing Value Creation activities
• Extremely organized and persistent, with drive and determination to achieve goals
• Experience in M&A, due diligence, drawdowns and exit process of investments is essential
• Knowledge of financial markets (including equity capital markets), regulation and legislation
• Financial modelling essential

TECHNICAL  COMPETENCIES  

• Value Creation Planning
• Portfolio Management
• Analytical/Diagnostic Skills
• Financial modelling
• Transaction structuring
• Business/Commercial Acumen
• Client Insights & Focus
• Formulating strategies and concepts
• Report writing Skills
• Project Management Skills
• Technical and Problem Solving
• Creating & Innovating
• Stakeholder engagement

BEHAVIOURAL  COMPETENCIES  

• Good Communication Skills (verbal and written)
• Self-motivated
• Collaborative
• Coping with Pressures and Setbacks
• Negotiating & Influencing
• Deciding and Initiating
• Stakeholder Management
• Planning and Organizing
• Ability to work independently and as a team member

QUALIFICATIONS

BCom Accounting or BEng / BSc or similar qualification
Post-graduate degree / Honours  or CA(SA) would be an advantage
MBA/MBL would be an advantage
CFA, or similar would be an advantage

Special Requirement: As our entity (IDC) provides financing and funding, the need to ensure Trust, Honesty and Integrity in all financial and non-financial activities must be above reproach

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