Summary
Date Posted: Saturday, October 16, 2021 , Base Salary: Not Disclosed

JOB DETAILS
Job Description:
The role’s key purpose is to create sustainable impact through serving entrepreneurs in the SME sector with risk capital and business support, helping them to realise their full business potential and achieve long- term success. The investment manager delivers tangible value to the SME clients and by doing so, achieves financial and impact returns on his / her transactions. A secondary purpose is to develop and share within the client’s network knowledge and expertise in SME investment and support, including lessons learnt. The position reports to the Investment Executive. Within the organisation, the position has primary working relationships with the in-country investment team. Externally, the IM works mostly with referral networks and clients.

Responsibilities:
Deal origination and referral networks
• Identify, develop, and maintain deal referral networks.
• Measure and report on the effectiveness of such networks. Record all applications on Efront.

Transaction development and performance
• Identify prospect needs and effectively sell the Clients value offering to fulfil these needs.
• Screen applications efficiently, applying the Clients Viability Model and the investment

strategy and policy framework
• Analyze and thoroughly verify and cross reference key assumptions underpinning the business plan. Build the financial model and conduct a proper risk assessment. Maintain verification records in line with the Clients document management system.
• Structure viable transactions in line with the Clients investment and pricing policy and product parameters
• Draft high quality focused and concise screening and finance reports that allow for efficient decision making within agreed time frames.
• Restructure transactions that are viable and hand over those that are no longer viable.
• Manage collateral and insurance policies on a quarterly basis and record results on Efront.
• Collect and record impact data and ensure data integrity, in line with client’s impact data strategy and policy.

SGB sustainability & growth
• Support the client in developing and implementing a robust business plan, financial plan and risk assessment and mitigation plan.
• Introduce ESG best practices and formalize business where appropriate and support implementation of a financial management system that produces monthly management accounts.
• Meet each client monthly and track performance of portfolio companies against the business financial plan.
• Identify any negative trends and deviations from the client’s operational and financial plan.
• Conduct a quarterly, formal portfolio visit and record the results on efront.
• Facilitate business linkages. Provide access to markets and business opportunities. Maintain a network of SME service providers.
• Follow up on all repayments due and make suitable arrangements to address potential arrears.
• Keep abreast of all government legislations and regulatory requirements which may affect the operations of the portfolio companies.
• Leverage client’s expertise effectively for clients benefit.

Client satisfaction
• Clearly communicate the client’s value offering to clients and educate clients on the target market and risk appetite of the relevant fund.
• Act as a trusted advisor and soundboard to the entrepreneur.
• Respond to all clients queries promptly and clearly.
• Understand client’s needs first, before offering a solution.
• Maintain a professional relationship with clients, based on trust and respect.
• Inform clients regularly about the client’s process and what is required.

Investment Expertise & knowledge
• Share success, knowledge and experience among the team and the wider network.
• Actively contribute to the team and collaborate within and across teams.


Key performance metrics
Investment:
• Number of applications received.
• Screening, approval, and disbursement value.
• Number of approvals.

Portfolio:
• Transaction and portfolio IRR returns
• UPI, impairment and realisation %

Impact and business support:
• Jobs sustained and created.
• Average client turnover growth.
• % Of clients submitting management accounts.

External client satisfaction.
Internal client feedback (manager, direct colleagues, IOM, FC).

Requirements: Qualification and Skill
• 3 years of a demonstrated track record in investing or financing SMEs.
• Advanced degree required. An MBA is preferred, as well as CFA or ACCA.
• Excellent financial and analytical skills.
• Excellent credit management skills.
• Excellent deal origination skills and a well-developed network with the local SME business and finance community.
• Written and spoken language fluency in English essential.

Work Hours: 8

Experience in Months: 36

Level of Education: Bachelor Degree

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Job application procedure


If you wish to apply for the position, please send your CV to Leroy Gona at lgona@caglobalint.com 

Please visit www.caglobalint.com  for more exciting opportunities.

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