1.0 REQUIREMENTS

  • Post graduate degree in Finance/ Business Science.
  • Registered CA/CFA or equivalent (Advantageous).
  • MBA (Advantageous).
  • Minimum of 10-12 years’ experience in the Corporate Finance or Investment Banking environment, of which 5 years at a senior managerial level. (Track record in unlisted fund management arena).
  • Private equity fund management experience preferred.
  • Experience in executing turn around strategies, management buy-out, etc would be advantageous.
  • Experience in M&A
  • Excellent knowledge and understanding of debt financing and investments.
  • Strong financial and numerical skills.
  • Relevant experience in the automotive industry and/or financial services sector.
  • Superior understanding of how to fund, structure and close profitable automotive investments.
  • Excellent people management skills.
  • Strong problem-solving skills.
  • Sound business judgement.
  • Clean criminal and credit records.
  • Not declared insolvent and/ or a delinquent director.

 

2.0 CORE WORK OUPUTS

2.1 GENERAL STRATEGIC MANAGEMENT

  • Provide input into the development of the organisation's business strategy.
  • Develop and implement the Investment strategy aligned to the organisation’s overall strategy.
  • Provide strategic investment advice to the organisation Board and its Board sub-committees.

 

2.2 INVESTMENT AND FUND MANAGEMENT

  • Review and approve outcomes and investment decisions related to proactive, predictive models developed by the Head of Planning and Investments, and intervene as is required.
  • Lead and provide guidance during the planning and preparation of annual investments in the fixed income and equity arena.
  • Provide advice on profitable and sustainable investments.
    Work with the finance team to structure and negotiate investment transactions.
  • Identify possible strategic investment trends and opportunities.
  • Oversee the company’s investments which includes management of associated financial strategies and alternative investments to ensure alignment with the company objectives.
  • Create a pipeline of opportunities and investment candidates.
  • Ensure that all opportunities are assessed against the key investment criteria.
  • Lead all initiatives for deal generation and structuring, including but not limited to negotiation of terms, due diligence, valuation and legal documentation.
  • Manage the deal execution process and conclusion of legal agreements.
  • Oversee the preparation of the investment proposal for presentation to the Board Investment Sub-Committee.
  • Oversees closing of transactions.
  • Ongoing monitoring and evaluation of investments and re-payments, by the investees.
  • Ongoing monitoring and evaluation of non-financial support provided to the investees.

 

2.3 GOVERNANCE AND REPORTING

  • Engage with the CEO and Board members appropriately regarding strategic negotiations pertaining to any key investment opportunities.
  • Receive the approval of the CEO and Board members prior to final sign off on strategic investment opportunities.
  • Ensures that reports to ExCo, Board and the Investment subcommittee are submitted timeously and detailed enough to assist stakeholders to make informed decisions.
  • Review, manage and report on the holdings and value of investments and portfolio performance.
  • Review, manage and report on performance as agreed, to co-funders.
  • Prepare and present monthly, quarterly and annual EEIP reports to the DTI and participating members.

 

2.4 PEOPLE MANAGEMENT

  • Provide leadership to own team, defining objectives to be achieved by the investment department.
  • Create and manage an internal or external specialised team of professionals to analyse, finance, close and manage various industry investments.
  • Manage performance of direct reports in a transparent manner, while ensuring agreement of annual goals, measuring performance against agreed goals and dealing with non-performance accordingly.
  • Entrench a culture of high performance.