Investment Analyst OM ESD Fund

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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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Role Overview

The Old Mutual Social Investment Cluster has a mandate to drive the implementation of the Enterprise Supplier Development (ESD). The primary purpose of ESD is to:

• Support inclusive economic growth and job creation through investment in SMEs within the OML entrepreneurship ecosystem.
• Ensure shared value between OML and SMEs supported and sustainability of the ESD Fund
• Derive overall strategic benefit to OML segments.

Role Description / Key Performance Areas

The Old Mutual ESD Fund is seeking to appoint an investment analyst with aspirations becoming an unlisted investment specialist. This role is critical in the sourcing, screening, selection and assessment of suitable investment opportunities for funding.

The role requires an individual with ability to drive the strategic functioning of ESD that ranges from identifying a tangible pipeline that will result in ESD opportunities i.e.

• Perform detailed investment analyses.
• Manage the operations of the ESD Pty companies.
• Post investment monitoring including periodical performance reporting to Investment Committees and various OML Boards.
• Assessment of funding applications per the investment guidelines and mandates as well as evaluating the viability of the transactions by participating in the due diligence process.
• Analysing financial statements and modelling of financial projections for funding purposes. The incumbent must be able interact with clients and colleagues from other segments and wider stakeholders.
• The successful candidate must display a passion for SME development.
• The role also requires strong report writing skills.

Business Development

• Identifies funding and value creation opportunities.
• Implements loan financing and monitors progress, including repayments and business growth.
• Evaluate viability and long-term sustainability of the business and prepares and presents a motivation to the Investment Committee.
• Performs due diligence company valuation.

Communication & Reporting

• Prepares reports to IC, Manager of ESD and exco of Social Investment Cluster regularly, Responsible Board Exco and Board reporting. This may be include annual reports to DTI as well.

Relationship Building

• Develops collaborative relationships between segments, sponsors and ESD team.
• Represents ESD & OML where needed externally.

Strategy

• Delivers the ESD strategy, business planning and projects.
• Adhere to and refine the ESD Operating.

Qualifications & Experience

• Suitable financial qualification - CA (SA) or B Com (Hons) with 3- 5 years relevant investments experience.
• Prior experience in equity/mezzanine/debt financing will be advantageous

Personal Attributes

• Possess a robust, high-level technical understanding of equity/mezzanine/debt finance.
• Ability to be effective in a complex organisation, through a structured approach.
• Have a track record of accomplishment of being able to learn and adapt to new environments quickly.
• Demonstrates the ability to gain commitment from others, in order to drive effective delivery.
• Comfortable managing relationships with a wide range of stakeholders.
• Strong qualitative and quantitative valuation, analytical, and financial skills.
• Be an excellent communicator, able to summarise complex situations to essential points, and draft documents at appropriate level for review of senior management.
• Advanced knowledge of MS Excel, Word and PowerPoint.
• Take responsibility for own deliverables, and can manage own time and prioritise as required.
• Able to analyse complex data, draw conclusions and compile reports of a high standard on findings.
• Knowledge of Financial Modelling
• Able to remain organised while working across multiple projects and manage stress.
• Identifies, understands and acts on broader opportunities in order to drive longer-term value-adding change.
• Demonstrates a willingness to take calculated risks to achieve stretched performance goals.
• Displays consistent drive and perseverance in order to deliver tangible results and execution focused.
• Be collaborative by proactively establishing and maintaining relationships. Able to handle a wide range of relationship challenges including conflict and gaining trust to collaborate.

Skills

Competencies

Business Insight

Collaborates

Communicates Effectively

Decision Quality

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Education

Chartered Accountant (Required)

Closing Date

09 January 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutuals Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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