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DEVELOPMENT BANK OF SOUTHERN AFRICA (DBSA) VACANCIES
DEVELOPMENT BANK OF SOUTHERN AFRICA (DBSA)
PROJECT ADMINISTRATOR (WATER PARTNERSHIP OFFICE)
Details
Project Administrator (Water Partnership Office) (DBS230919-2) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230919-2
Job Title: Project Administrator (Water Partnership Office)
Job Grade: 12
Job Type Classification: Contract
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable): WPO Project Administrator.pdf (329.49 kb) - 9/19/2023 3:14:03 PM
Job Description
The Department of Water and Sanitation (DWS) is mandated by the National Water Act, 1998 and Water Services Act 1997 to be responsible for national water resource infrastructure and supporting municipalities with the provision of water services. To support the implementation of the National Water & Sanitation Masterplan, DWS has designed and implemented the National Water Partnerships Programme (NWPP) comprising of several sub-programmes within the water sector that will address specific challenges facing the sector.
The DWS has signed a Memorandum of Agreement with the South African Local Government (SALGA) and the Development Bank of Southern Africa (DBSA) to jointly implement the programme. To give effect to the NWPP, the parties have established the Water Partnerships Office (WPO) which includes the following:
The development of a standardised programme for the preparation, funding and implementation of projects within the water sector
Providing support to municipalities and water boards to prepare, fund and implement projects according to a standardised approach
The development of innovative and blended finance funding solutions, that will unlock and enable private sector investment in the water sector
Facilitating partnerships with the private sector and other key stakeholders
The Project Administrator will provide end-to-end project administrative support, consolidate reports and maintain the records management system for the department.
Key Responsibilities
1. Project Administration
• Provide administrative and project administration support to the WPO and the various Units/Teams within the WPO, including:
o Manage day-to-day administrative activities
o Manage diaries and arrange meetings
o Take minutes, distribute for inputs and follow-up on actions required
• Perform secretariat functions for the various committees, programmes and meetings that are part of the WPO structures ensuring compliance with governance prescripts.
• Administer the master schedule to support the Programme Leads and Units/Teams with the development and implementation of the project schedule and management plan.
• Support the WPO and Unit/Teams’ efforts in the development of the project plan and translate the plan into a workable project schedule.
• Analyse the project schedule for time impacts, delay analysis as well as forecasting (trend analysis, including schedule reserve) and provide early warnings on anticipated changes to the schedule.
• Identify milestones and the critical path (including multiple / near critical paths).
• Provide administrative support for procurement and contract management, submission and processing of invoices and claims.
• Liaise with internal and external stakeholders (SCM, Legal, Finance, ICT, etc.) on administrative requirements.
• Collate and edit various presentations and reports on project / programme performance updates for the various Steering Committees, DBSA, etc.
• Implement systems to track performance throughout the life cycle of projects and the programme and take responsibility for system’s (SAP) information accuracy, updates and quality management.
• Participate actively in projects deliverables using specific systems and programmes ensuring that tracking occurs throughout the implementation phase.
2. Project Reporting and Records Management
• Monitor, analyse and report on schedule performance across programmes and projects.
• Consolidate reports on the performance of programmes against targets and highlighting risks or concern (i.e., non-performing service providers, process of system failures, non-compliance).
• Consolidate monthly programme cost reports, including project variances of actuals vs. budgets and update forecasts.
• Collate reports, including accounting information, summarising and forecasting project activities and financial performance in (i.e. disbursements and projections, income and expenditure) current and expected operations for portfolio projects and programmes.
• Maintain the record and retrieval systems, including the programme and project document repository, a paper and e-filing system.
• Coordinate service providers’ database administration to ensure central repository of information on sector specific service providers.
3. Team Administration
• Maintain and manage the diary of the Head, Leads and Specialists.
• Responsible for document flow in and out of the Head and Programme Leads’ offices.
• Develop and maintain advanced record keeping (manual / electronic) and filling systems for the WPO.
• Performs high level administrative and secretarial duties including typing, editing of reports and preparing presentations.
• Compilation of confidential correspondence and general documentation on behalf of the Head and Programme Leads.
• Undertakes all administrative duties (i.e., filing, drafting of agendas, minute taking, follow-up on action items, etc).
• Responsible for arranging of local and international travelling arrangements and the processing of claims.
• Accountable for arranging various events for the WPO (strategy sessions, functions, etc.)
• Undertake procurement administration on behalf of the WPO.
• Assist in the coordination/preparation and alignment of performance scorecard/s, track and monitor implementation thereof.
• Coordinate the preparation of the WPO budgets and monitors spend thereof together with the Head.
• Participate in meetings and interactions in order to ensure the recording of decisions and follow-up.
• Coordinate Unit and follow-up on action items.
• Coordinate Risk Management requests and follow-up on action items.
• Coordinate and assist in the preparation of reports and submissions to Project Committees, Steering Committees, Business Review, Management Committees, Ad hoc Resolutions from specific committees (secretariat).
Key measurements of outputs
1. Successful project administration of agreed projects, programmes and assignments
2. Management of diaries and schedules
3. Management of office administration (budget, procurement, presentations, etc.)
4. Accuracy and quality of minutes. Effective follow-up of action lists
5. Effective record keeping
6. Quality of documents, presentations and reports
7. Effective record keeping management and retrieval systems
8. Generating and quality assuring information, report and documents
9. Providing project related management information
Expertise & Technical Competencies
Minimum Requirements
1. A Diploma in project management or administration or related qualification
2. A minimum of 3-5 years of experience in a similar function
3. Considerable knowledge of standard administration practices and procedures is a necessity for this position
4. Excellent knowledge of protocol and etiquette.
5. Demonstrated experience in working in a multi-disciplinary team.
6. An understanding of organizational processes and group dynamics.
7. Experience in supply chain management processes (preparing project tender documents, etc.)
8. Demonstrated knowledge and use of project methodology such as PMBOK, Prince or similar
9. Demonstrable ability to use of the Microsoft Office (MS Projects, Excel, PowerPoint, Word & MS Outlook)
10. Proven track record of preparing project/programme progress reports and presentations for various stakeholders
(Programme Managers, Steering Committees, Exco and Board)
11. Demonstrated experience in preparing meeting documentation (agendas, taking minutes, etc.)
TECHNICAL COMPETENCIES
a) Project Management
• Demonstrates a practical knowledge of project management principles and techniques.
• Plans, defines, and manages projects within a department or area.
• Identifies resources required and their appropriate role and skills.
• Assists in the management of projects where the objectives, milestones and time scales have been defined.
b) Solutions Focused
• Identifies standard problems based on a range of factors, most of which are clear.
• Identifies alternate solutions, considering applicable precedents.
• Identifies optimal solutions based on weighing the advantages and disadvantages of alternative approaches.
• After implementation, evaluates the effectiveness and efficiency of solutions.
c) Planning and Organising
• Uses time management procedures effectively.
• Can exercise independent judgement regarding all planning and organising issues.
• Uses specialised software to plan and manage own time.
• Plans and manages multiple priorities and deadlines.
• Uses effectively advance time management processes to deal with high workload and tight deadlines.
• Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
• Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning
d) Detailed Oriented
• Quickly identifies relevant and irrelevant information to support accurate decision making.
• Maps out all the logistics and details of a situation to ensure smooth and flawless implementation.
• Consistently identifies all relevant details that are not obvious in complex situations.
• Requires the highest standards for accuracy and quality for their work.
• Establishes processes to ensure accuracy and quality of services delivered by the team.
e) Reporting & Communication
• Prepares both standard and non-standard reports to time and quality standards.
• Collate and analyses readily available data for inclusion in a report.
• Designs / customizes reports to meet user needs.
• Prepares complex or tailored reports, gathers information from a variety of sources, analyses and includes in a report.
• Keeps standard reports under review and proposes improvements to meet user needs.
f) Presentation Skills
• Can reinforce key presentation points with examples.
• Is able to translate technical terminology into language understandable to the audience.
• Has insight into the audience’s behavior and motivation and responds appropriately and professionally, adapting communication style as appropriate.
• Has knowledge of various feedback mechanisms to check levels of audience understanding.
g) Computer Skills
• Consistently uses relevant office software products such as Microsoft Word, Microsoft Projects, Excel, PowerPoint presentations and email packages to an acceptable standard for the job.
• Has the ability to use standard and/or programme-specific the organisation databases, and merge / import data from one program to another.
• Adapts method of working to accommodate changes in the technological developments.
Required Personal Attributes
BEHAVIOURAL COMPETENCIES
a) Customer Service Orientation
• Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
• Adapts processes and procedures to meet on-going customer needs.
• Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
• Thinks of new ways to align offerings with future customer needs.
b) Self-Awareness and Self Control
• Withholds effects of strong emotions in difficult situations.
• Keeps functioning or responds constructively despite stress.
• May apply special techniques or plan of time to manage emotions or stress.
c) Strategic and Innovative Thinking
• Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
• Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
d) Driving Delivery of Results
• Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
• Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
e) Teamwork and Cooperation
• Acts to promote a friendly climate and good morale and resolves conflicts.
• Creates opportunities for cross-functional working.
• Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
PROJECT ADMINISTRATOR (WATER PARTNERSHIP OFFICE)
Details
Project Administrator (Water Partnership Office) (DBS230919-2) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230919-2
Job Title: Project Administrator (Water Partnership Office)
Job Grade: 12
Job Type Classification: Contract
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable): WPO Project Administrator.pdf (329.49 kb) - 9/19/2023 3:14:03 PM
Job Description
The Department of Water and Sanitation (DWS) is mandated by the National Water Act, 1998 and Water Services Act 1997 to be responsible for national water resource infrastructure and supporting municipalities with the provision of water services. To support the implementation of the National Water & Sanitation Masterplan, DWS has designed and implemented the National Water Partnerships Programme (NWPP) comprising of several sub-programmes within the water sector that will address specific challenges facing the sector.
The DWS has signed a Memorandum of Agreement with the South African Local Government (SALGA) and the Development Bank of Southern Africa (DBSA) to jointly implement the programme. To give effect to the NWPP, the parties have established the Water Partnerships Office (WPO) which includes the following:
The development of a standardised programme for the preparation, funding and implementation of projects within the water sector
Providing support to municipalities and water boards to prepare, fund and implement projects according to a standardised approach
The development of innovative and blended finance funding solutions, that will unlock and enable private sector investment in the water sector
Facilitating partnerships with the private sector and other key stakeholders
The Project Administrator will provide end-to-end project administrative support, consolidate reports and maintain the records management system for the department.
Key Responsibilities
1. Project Administration
• Provide administrative and project administration support to the WPO and the various Units/Teams within the WPO, including:
o Manage day-to-day administrative activities
o Manage diaries and arrange meetings
o Take minutes, distribute for inputs and follow-up on actions required
• Perform secretariat functions for the various committees, programmes and meetings that are part of the WPO structures ensuring compliance with governance prescripts.
• Administer the master schedule to support the Programme Leads and Units/Teams with the development and implementation of the project schedule and management plan.
• Support the WPO and Unit/Teams’ efforts in the development of the project plan and translate the plan into a workable project schedule.
• Analyse the project schedule for time impacts, delay analysis as well as forecasting (trend analysis, including schedule reserve) and provide early warnings on anticipated changes to the schedule.
• Identify milestones and the critical path (including multiple / near critical paths).
• Provide administrative support for procurement and contract management, submission and processing of invoices and claims.
• Liaise with internal and external stakeholders (SCM, Legal, Finance, ICT, etc.) on administrative requirements.
• Collate and edit various presentations and reports on project / programme performance updates for the various Steering Committees, DBSA, etc.
• Implement systems to track performance throughout the life cycle of projects and the programme and take responsibility for system’s (SAP) information accuracy, updates and quality management.
• Participate actively in projects deliverables using specific systems and programmes ensuring that tracking occurs throughout the implementation phase.
2. Project Reporting and Records Management
• Monitor, analyse and report on schedule performance across programmes and projects.
• Consolidate reports on the performance of programmes against targets and highlighting risks or concern (i.e., non-performing service providers, process of system failures, non-compliance).
• Consolidate monthly programme cost reports, including project variances of actuals vs. budgets and update forecasts.
• Collate reports, including accounting information, summarising and forecasting project activities and financial performance in (i.e. disbursements and projections, income and expenditure) current and expected operations for portfolio projects and programmes.
• Maintain the record and retrieval systems, including the programme and project document repository, a paper and e-filing system.
• Coordinate service providers’ database administration to ensure central repository of information on sector specific service providers.
3. Team Administration
• Maintain and manage the diary of the Head, Leads and Specialists.
• Responsible for document flow in and out of the Head and Programme Leads’ offices.
• Develop and maintain advanced record keeping (manual / electronic) and filling systems for the WPO.
• Performs high level administrative and secretarial duties including typing, editing of reports and preparing presentations.
• Compilation of confidential correspondence and general documentation on behalf of the Head and Programme Leads.
• Undertakes all administrative duties (i.e., filing, drafting of agendas, minute taking, follow-up on action items, etc).
• Responsible for arranging of local and international travelling arrangements and the processing of claims.
• Accountable for arranging various events for the WPO (strategy sessions, functions, etc.)
• Undertake procurement administration on behalf of the WPO.
• Assist in the coordination/preparation and alignment of performance scorecard/s, track and monitor implementation thereof.
• Coordinate the preparation of the WPO budgets and monitors spend thereof together with the Head.
• Participate in meetings and interactions in order to ensure the recording of decisions and follow-up.
• Coordinate Unit and follow-up on action items.
• Coordinate Risk Management requests and follow-up on action items.
• Coordinate and assist in the preparation of reports and submissions to Project Committees, Steering Committees, Business Review, Management Committees, Ad hoc Resolutions from specific committees (secretariat).
Key measurements of outputs
1. Successful project administration of agreed projects, programmes and assignments
2. Management of diaries and schedules
3. Management of office administration (budget, procurement, presentations, etc.)
4. Accuracy and quality of minutes. Effective follow-up of action lists
5. Effective record keeping
6. Quality of documents, presentations and reports
7. Effective record keeping management and retrieval systems
8. Generating and quality assuring information, report and documents
9. Providing project related management information
Expertise & Technical Competencies
Minimum Requirements
1. A Diploma in project management or administration or related qualification
2. A minimum of 3-5 years of experience in a similar function
3. Considerable knowledge of standard administration practices and procedures is a necessity for this position
4. Excellent knowledge of protocol and etiquette.
5. Demonstrated experience in working in a multi-disciplinary team.
6. An understanding of organizational processes and group dynamics.
7. Experience in supply chain management processes (preparing project tender documents, etc.)
8. Demonstrated knowledge and use of project methodology such as PMBOK, Prince or similar
9. Demonstrable ability to use of the Microsoft Office (MS Projects, Excel, PowerPoint, Word & MS Outlook)
10. Proven track record of preparing project/programme progress reports and presentations for various stakeholders
(Programme Managers, Steering Committees, Exco and Board)
11. Demonstrated experience in preparing meeting documentation (agendas, taking minutes, etc.)
TECHNICAL COMPETENCIES
a) Project Management
• Demonstrates a practical knowledge of project management principles and techniques.
• Plans, defines, and manages projects within a department or area.
• Identifies resources required and their appropriate role and skills.
• Assists in the management of projects where the objectives, milestones and time scales have been defined.
b) Solutions Focused
• Identifies standard problems based on a range of factors, most of which are clear.
• Identifies alternate solutions, considering applicable precedents.
• Identifies optimal solutions based on weighing the advantages and disadvantages of alternative approaches.
• After implementation, evaluates the effectiveness and efficiency of solutions.
c) Planning and Organising
• Uses time management procedures effectively.
• Can exercise independent judgement regarding all planning and organising issues.
• Uses specialised software to plan and manage own time.
• Plans and manages multiple priorities and deadlines.
• Uses effectively advance time management processes to deal with high workload and tight deadlines.
• Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
• Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning
d) Detailed Oriented
• Quickly identifies relevant and irrelevant information to support accurate decision making.
• Maps out all the logistics and details of a situation to ensure smooth and flawless implementation.
• Consistently identifies all relevant details that are not obvious in complex situations.
• Requires the highest standards for accuracy and quality for their work.
• Establishes processes to ensure accuracy and quality of services delivered by the team.
e) Reporting & Communication
• Prepares both standard and non-standard reports to time and quality standards.
• Collate and analyses readily available data for inclusion in a report.
• Designs / customizes reports to meet user needs.
• Prepares complex or tailored reports, gathers information from a variety of sources, analyses and includes in a report.
• Keeps standard reports under review and proposes improvements to meet user needs.
f) Presentation Skills
• Can reinforce key presentation points with examples.
• Is able to translate technical terminology into language understandable to the audience.
• Has insight into the audience’s behavior and motivation and responds appropriately and professionally, adapting communication style as appropriate.
• Has knowledge of various feedback mechanisms to check levels of audience understanding.
g) Computer Skills
• Consistently uses relevant office software products such as Microsoft Word, Microsoft Projects, Excel, PowerPoint presentations and email packages to an acceptable standard for the job.
• Has the ability to use standard and/or programme-specific the organisation databases, and merge / import data from one program to another.
• Adapts method of working to accommodate changes in the technological developments.
Required Personal Attributes
BEHAVIOURAL COMPETENCIES
a) Customer Service Orientation
• Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
• Adapts processes and procedures to meet on-going customer needs.
• Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
• Thinks of new ways to align offerings with future customer needs.
b) Self-Awareness and Self Control
• Withholds effects of strong emotions in difficult situations.
• Keeps functioning or responds constructively despite stress.
• May apply special techniques or plan of time to manage emotions or stress.
c) Strategic and Innovative Thinking
• Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
• Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
d) Driving Delivery of Results
• Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
• Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
e) Teamwork and Cooperation
• Acts to promote a friendly climate and good morale and resolves conflicts.
• Creates opportunities for cross-functional working.
• Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
FINANCIAL STRUCTURING SPECIALIST (WATER PARTNERSHIPS OFFICE)
Details
Financial Structuring Specialist (Water Partnerships Office) (DBS230920-2) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230920-2
Job Title: Financial Structuring Specialist (Water Partnerships Office)
Job Grade: 16
Job Type Classification: Contract
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) WPO Financial Structuring Specialist Job Profile.pdf (394.33 kb) - 9/20/2023 3:29:54 AM
Job Description
The Department of Water and Sanitation (DWS) is mandated by the National Water Act, 1998 and Water Services Act 1997 to be responsible for national water resource infrastructure and supporting municipalities with the provision of water services. To support the implementation of the National Water & Sanitation Masterplan, DWS has designed and implemented the National Water Partnerships Programme (NWPP) comprising of several sub-programmes within the water sector that will address specific challenges facing the sector.
The DWS has signed a Memorandum of Agreement with the South African Local Government (SALGA) and the Development Bank of Southern Africa (DBSA) to jointly implement the programme. To give effect to the NWPP, the parties have established the Water Partnerships Office (WPO)which includes the following:
· The development of a standardised programme for the preparation, funding and implementation of projects within the water sector
· Providing support to municipalities and water boards to prepare, fund and implement projects according to a standardised approach
· The development of innovative and blended finance funding solutions, that will unlock and enable private sector investment in the water sector
The Financial Structuring Specialist will be required to conduct financial analysis, structuring and modelling to ensure that projects are financed using appropriate models and structures.
Key Responsibilities
1. Financial Structuring
Prepare an in-depth analysis on project finance models suitable for investment analysis, debt structuring and operational scenario evaluation to enable investment/financing decisions.
Conduct financial analysis and design, structure and formulate funding models aligned to each programme’s requirement and support with fund raising negotiations.
Consult with the Programmes Units/Teams to establish programme information and provide recommendations for structure funding solutions for projects.
Develop and implement various innovative financing instruments to unlock and accelerate water infrastructure delivery.
Conduct financial and sensitivity testing which are critical in determining the effects and changes in input variables on key financial outputs.
Appraise the project and prepare an appraisal report for preparation facility and present to WPO decision making structure for approval.
Conduct due diligence for infrastructure finance operations with a special focus on structuring financial solutions for raising new funding and debt restructurings.
Develop and deliver sustainable financing structures, models and solutions for WPO projects and clients through various products which include (amongst others) blended finance structures Public Private Partnerships (PPP) structures, B-BBEE funding structures, local currency funding, guarantees and derivative hedges, Performance Based Contracting. Franchising models, etc.
Develop and implement financial advisory solutions, including (amongst others) technical, financial, environmental and insurance bank services.
Provide input in the preparation and negotiation of contracts, considering the financial impact using the financial model.
Conduct the financial appraisal of proposed transactions:
o Provide advice to the WPO in advancing financial close activities of projects;
o Review and prepare procurement documents that include financing information;
o Draft and review financial structuring sections for requests for expression of interest (REOI), requests for qualification/quotation (RFQ) and requests for proposals (RFP);
o Review and provide input for financial structuring sections of agreements, progress reports, project planning management, project management, disbursements management, waivers and amendment, contract management, etc;
o Facilitate and support projects’ closure; and
o Perform other strategic duties and support to the WPO and Head: WPO as assigned.
2. Stakeholder Management
· Build and maintain strong relationships with clients at global, regional, local levels including businesses, banking and multilateral partners and government officials to further develop specific financing opportunities.
· Manage relationships at various levels with the relevant project stakeholders, partners, and lead promoters, in accordance with the project’s preparation objectives and products.
· Identify key stakeholders and develop a pipeline of potential funders, contributors and partners for programme development initiatives.
Key measurement of outputs
1. Number and quality of new innovative funding models and mechanisms designed
2. Quality and effective financial models and solutions
3. Number of projects successfully prepared (structured) and that reach financial close for implementation
4. Value of infrastructure catalysed
5. Value of Private & Public Sector partnerships and funding
6. Management of relationships with new/existing clients and service providers
Key Internal Liaison Relationships
1. Head: WPO
2. WPO Programme Leads
3. Group Executive: Project Preparation
4. CEO & Managing Director of DBSA
5. Executives
Key External Liaison Relationships
1. Director General: DWS
2. DWS, SALGA, WRC, MISA, etc.
3. External Service Providers
4. Metros / Municipalities
5. Water Boards
6. Development Finance Institutions
7. Private Sector Investors
8. Water Service Providers
9. National/Local Government / Provinces
10. External Stakeholders
Expertise & Technical Competencies
Minimum Requirements
1. A bachelor’s degree in Business, Economics, Engineering or Finance
2. At least 5 years demonstrable experience in project finance, the financial and infrastructure finance arena and the design and structuring of funding models and mechanisms
3. Specific experience in doing business in South Africa is a requirement
4. Experience in project finance and/or infrastructure finance, financial modelling and project finance / investment banking experience
5. Proven ability to negotiate and close infrastructure deals
6. Experience in project risk identification, management and mitigation
7. Experience with working on new or innovative projects and programmes and proven ability to bring ideas from conception to completion
8. Experience in supporting the preparation of projects resulting in the implementation of projects on a Corporate Finance, Project Finance or Structured Finance basis
9. Demonstrated experience and understanding of the project preparation cycle and requirements to prepare bankable projects
10. Demonstrated experience and understanding of the water sector
11. Proven ability to build a project finance model using Microsoft Excel / workbook and calculation algorithms premised on accounting rules for investment purposes.
12. Knowledge of the banking sector and financial markets.
13. Knowledge and understanding of all legislation relevant to the business of DBSA/WPO as well as the water sector (i.e., PFMA, MFMA, PPPFA, NWA, WSA, etc.)
14. Strong knowledge and experience in working with local government planning cycle and processes.
15. Knowledge and experience in Public Private Partnerships (PPP)
16. Demonstrable track record of working with high level government stakeholders.
17. Comprehensive knowledge of the complex regulatory environments of municipalities / metros, state-owned enterprises and other government entities in South Africa
18. Demonstrated sound understanding of limited recourse and balance sheet funding, the process required to prepare projects, and financing documentation required to present projects for investment decision.
Desirable Requirements
1. A post-graduate qualification in Business, Economics, Engineering or Finance
2. CA, CFA or MBA
3. Development finance experience
1. TECHNICAL
a) Business Acumen
· Reviews own actions against the organisation's strategic plan; includes the big picture when considering possible opportunities or projects or thinks about long-term applications of current activities.
· Understands the projected direction of the industry and how changes might impact the organisation.
· Deep understanding of commercial drivers and can take decisions based on an assessment of alternatives concerning complex business situations.
· Deep understanding of DBSA/WPO economic priorities and how they can be implemented to meet DBSA's/WPO’s strategic objectives.
· Deep understanding of DBSA's/WPO’s core sector role in achieving DBSA's/WPO’s strategic objectives.
· Deep understanding of the need to coordinate efforts with many government entities, private sector, community groups and individuals to ensure effective implementation of new policies and regulations.
b) Project Management
· Ability to plan, initiate, execute, control and close projects related to a relevant function as well as to track and manage resources, timelines, costs, deliverables and performance, and implement contingency plans, if necessary, to ensure projects are successfully.
· Defines, plans and manages large and/or strategic projects, including those with a high degree of technical complexity, with impacts across the organisation and/or with national implications.
· Assembles and leads diverse and multi-disciplinary teams, ensuring maximum effective resource utilisation.
· Successfully manages substantial project budgets and reports directly to senior managers on the progress and results of projects.
· Identifies complex issues that need escalation and proposes appropriate corrective action by maintaining a respected profile with relevant external organisations and the research community in general.
c) Solutions Focused
· Identifies complex problems based on a broad range of factors, many of which are ambiguous or difficult to define.
· While remaining guided by organisational values, identifies optimal solutions, thinking first in terms of possible approaches and flexibilities in the system vs. blind adherence to rules or procedures.
· Evaluates the effectiveness and efficiency of solutions after they have been implemented and identifies needed changes.
d) Planning and Organising
· Coaches’ others on advanced planning and organising skills.
· Plays a role in transferring advanced planning and organising skills and knowledge to others.
· Identifies and acts on opportunities to partner with other units in the department to achieve desired results.
· Develops partnership agreements that ensure win-win outcomes for all parties. Develops integrated plans for the work unit and others that interfaces with the function’s budget.
· Uses effectively advance time management processes to deal with high workload and tight deadlines.
· Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
· Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning
e) Detailed Oriented
· Quickly identifies relevant and irrelevant information to support accurate decision making.
· Maps out all the logistics and details of a situation to ensure smooth and flawless implementation.
· Consistently identifies all relevant details that are not obvious in complex situations.
· Requires the highest standards for accuracy and quality for their work.
· Establishes processes to ensure accuracy and quality of services delivered by the team.
f) Reporting & Communication
· Designs, reviews and improves reporting processes and provides guidance.
· Leads production of complex environment reports, takes an editorial role, determines content and level of detail, and ensures consistent messaging and branding.
· Is relied on by others to help them write complex technical and non-technical documents and briefs.
· Can determine which aspects of this knowledge area need to be transferred to others in order to achieve organisational goals.
· Coaches’ others and transfers communication skills and knowledge to others.
· Able to communicate complex problems or concepts, by making them simple and understandable for others.
· 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.
· Is articulate, demonstrates a wide range of vocabulary, and is confident when talking to large/high level audiences.
g) Presentation Skills
· Knows how to deliver arguments persuasively by employing a range of advanced presentation techniques (e.g., the appropriate use of body language, how to close a presentation so that the audience continues to think about the subject matter etc.).
· Has knowledge of various feedback mechanisms to check levels of audience understanding
Required Personal Attributes
1. BEHAVIOURAL
a) Customer Service Orientation
· Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
· Adapts processes and procedures to meet on-going customer needs.
· Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
· Thinks of new ways to align offerings with future customer needs.
b) Self-Awareness and Self Control
· Withholds effects of strong emotions in difficult situations.
· Keeps functioning or responds constructively despite stress.
· May apply special techniques or plan of time to manage emotions or stress.
c) Strategic and Innovative Thinking
· Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
· Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
d) Driving Delivery of Results
· Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
· Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
e) Teamwork and Cooperation
· Acts to promote a friendly climate and good morale and resolves conflicts.
· Creates opportunities for cross-functional working.
· Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
FINANCIAL STRUCTURING SPECIALIST (WATER PARTNERSHIPS OFFICE)
Details
Financial Structuring Specialist (Water Partnerships Office) (DBS230920-2) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230920-2
Job Title: Financial Structuring Specialist (Water Partnerships Office)
Job Grade: 16
Job Type Classification: Contract
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) WPO Financial Structuring Specialist Job Profile.pdf (394.33 kb) - 9/20/2023 3:29:54 AM
Job Description
The Department of Water and Sanitation (DWS) is mandated by the National Water Act, 1998 and Water Services Act 1997 to be responsible for national water resource infrastructure and supporting municipalities with the provision of water services. To support the implementation of the National Water & Sanitation Masterplan, DWS has designed and implemented the National Water Partnerships Programme (NWPP) comprising of several sub-programmes within the water sector that will address specific challenges facing the sector.
The DWS has signed a Memorandum of Agreement with the South African Local Government (SALGA) and the Development Bank of Southern Africa (DBSA) to jointly implement the programme. To give effect to the NWPP, the parties have established the Water Partnerships Office (WPO)which includes the following:
· The development of a standardised programme for the preparation, funding and implementation of projects within the water sector
· Providing support to municipalities and water boards to prepare, fund and implement projects according to a standardised approach
· The development of innovative and blended finance funding solutions, that will unlock and enable private sector investment in the water sector
The Financial Structuring Specialist will be required to conduct financial analysis, structuring and modelling to ensure that projects are financed using appropriate models and structures.
Key Responsibilities
1. Financial Structuring
Prepare an in-depth analysis on project finance models suitable for investment analysis, debt structuring and operational scenario evaluation to enable investment/financing decisions.
Conduct financial analysis and design, structure and formulate funding models aligned to each programme’s requirement and support with fund raising negotiations.
Consult with the Programmes Units/Teams to establish programme information and provide recommendations for structure funding solutions for projects.
Develop and implement various innovative financing instruments to unlock and accelerate water infrastructure delivery.
Conduct financial and sensitivity testing which are critical in determining the effects and changes in input variables on key financial outputs.
Appraise the project and prepare an appraisal report for preparation facility and present to WPO decision making structure for approval.
Conduct due diligence for infrastructure finance operations with a special focus on structuring financial solutions for raising new funding and debt restructurings.
Develop and deliver sustainable financing structures, models and solutions for WPO projects and clients through various products which include (amongst others) blended finance structures Public Private Partnerships (PPP) structures, B-BBEE funding structures, local currency funding, guarantees and derivative hedges, Performance Based Contracting. Franchising models, etc.
Develop and implement financial advisory solutions, including (amongst others) technical, financial, environmental and insurance bank services.
Provide input in the preparation and negotiation of contracts, considering the financial impact using the financial model.
Conduct the financial appraisal of proposed transactions:
o Provide advice to the WPO in advancing financial close activities of projects;
o Review and prepare procurement documents that include financing information;
o Draft and review financial structuring sections for requests for expression of interest (REOI), requests for qualification/quotation (RFQ) and requests for proposals (RFP);
o Review and provide input for financial structuring sections of agreements, progress reports, project planning management, project management, disbursements management, waivers and amendment, contract management, etc;
o Facilitate and support projects’ closure; and
o Perform other strategic duties and support to the WPO and Head: WPO as assigned.
2. Stakeholder Management
· Build and maintain strong relationships with clients at global, regional, local levels including businesses, banking and multilateral partners and government officials to further develop specific financing opportunities.
· Manage relationships at various levels with the relevant project stakeholders, partners, and lead promoters, in accordance with the project’s preparation objectives and products.
· Identify key stakeholders and develop a pipeline of potential funders, contributors and partners for programme development initiatives.
Key measurement of outputs
1. Number and quality of new innovative funding models and mechanisms designed
2. Quality and effective financial models and solutions
3. Number of projects successfully prepared (structured) and that reach financial close for implementation
4. Value of infrastructure catalysed
5. Value of Private & Public Sector partnerships and funding
6. Management of relationships with new/existing clients and service providers
Key Internal Liaison Relationships
1. Head: WPO
2. WPO Programme Leads
3. Group Executive: Project Preparation
4. CEO & Managing Director of DBSA
5. Executives
Key External Liaison Relationships
1. Director General: DWS
2. DWS, SALGA, WRC, MISA, etc.
3. External Service Providers
4. Metros / Municipalities
5. Water Boards
6. Development Finance Institutions
7. Private Sector Investors
8. Water Service Providers
9. National/Local Government / Provinces
10. External Stakeholders
Expertise & Technical Competencies
Minimum Requirements
1. A bachelor’s degree in Business, Economics, Engineering or Finance
2. At least 5 years demonstrable experience in project finance, the financial and infrastructure finance arena and the design and structuring of funding models and mechanisms
3. Specific experience in doing business in South Africa is a requirement
4. Experience in project finance and/or infrastructure finance, financial modelling and project finance / investment banking experience
5. Proven ability to negotiate and close infrastructure deals
6. Experience in project risk identification, management and mitigation
7. Experience with working on new or innovative projects and programmes and proven ability to bring ideas from conception to completion
8. Experience in supporting the preparation of projects resulting in the implementation of projects on a Corporate Finance, Project Finance or Structured Finance basis
9. Demonstrated experience and understanding of the project preparation cycle and requirements to prepare bankable projects
10. Demonstrated experience and understanding of the water sector
11. Proven ability to build a project finance model using Microsoft Excel / workbook and calculation algorithms premised on accounting rules for investment purposes.
12. Knowledge of the banking sector and financial markets.
13. Knowledge and understanding of all legislation relevant to the business of DBSA/WPO as well as the water sector (i.e., PFMA, MFMA, PPPFA, NWA, WSA, etc.)
14. Strong knowledge and experience in working with local government planning cycle and processes.
15. Knowledge and experience in Public Private Partnerships (PPP)
16. Demonstrable track record of working with high level government stakeholders.
17. Comprehensive knowledge of the complex regulatory environments of municipalities / metros, state-owned enterprises and other government entities in South Africa
18. Demonstrated sound understanding of limited recourse and balance sheet funding, the process required to prepare projects, and financing documentation required to present projects for investment decision.
Desirable Requirements
1. A post-graduate qualification in Business, Economics, Engineering or Finance
2. CA, CFA or MBA
3. Development finance experience
1. TECHNICAL
a) Business Acumen
· Reviews own actions against the organisation's strategic plan; includes the big picture when considering possible opportunities or projects or thinks about long-term applications of current activities.
· Understands the projected direction of the industry and how changes might impact the organisation.
· Deep understanding of commercial drivers and can take decisions based on an assessment of alternatives concerning complex business situations.
· Deep understanding of DBSA/WPO economic priorities and how they can be implemented to meet DBSA's/WPO’s strategic objectives.
· Deep understanding of DBSA's/WPO’s core sector role in achieving DBSA's/WPO’s strategic objectives.
· Deep understanding of the need to coordinate efforts with many government entities, private sector, community groups and individuals to ensure effective implementation of new policies and regulations.
b) Project Management
· Ability to plan, initiate, execute, control and close projects related to a relevant function as well as to track and manage resources, timelines, costs, deliverables and performance, and implement contingency plans, if necessary, to ensure projects are successfully.
· Defines, plans and manages large and/or strategic projects, including those with a high degree of technical complexity, with impacts across the organisation and/or with national implications.
· Assembles and leads diverse and multi-disciplinary teams, ensuring maximum effective resource utilisation.
· Successfully manages substantial project budgets and reports directly to senior managers on the progress and results of projects.
· Identifies complex issues that need escalation and proposes appropriate corrective action by maintaining a respected profile with relevant external organisations and the research community in general.
c) Solutions Focused
· Identifies complex problems based on a broad range of factors, many of which are ambiguous or difficult to define.
· While remaining guided by organisational values, identifies optimal solutions, thinking first in terms of possible approaches and flexibilities in the system vs. blind adherence to rules or procedures.
· Evaluates the effectiveness and efficiency of solutions after they have been implemented and identifies needed changes.
d) Planning and Organising
· Coaches’ others on advanced planning and organising skills.
· Plays a role in transferring advanced planning and organising skills and knowledge to others.
· Identifies and acts on opportunities to partner with other units in the department to achieve desired results.
· Develops partnership agreements that ensure win-win outcomes for all parties. Develops integrated plans for the work unit and others that interfaces with the function’s budget.
· Uses effectively advance time management processes to deal with high workload and tight deadlines.
· Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
· Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning
e) Detailed Oriented
· Quickly identifies relevant and irrelevant information to support accurate decision making.
· Maps out all the logistics and details of a situation to ensure smooth and flawless implementation.
· Consistently identifies all relevant details that are not obvious in complex situations.
· Requires the highest standards for accuracy and quality for their work.
· Establishes processes to ensure accuracy and quality of services delivered by the team.
f) Reporting & Communication
· Designs, reviews and improves reporting processes and provides guidance.
· Leads production of complex environment reports, takes an editorial role, determines content and level of detail, and ensures consistent messaging and branding.
· Is relied on by others to help them write complex technical and non-technical documents and briefs.
· Can determine which aspects of this knowledge area need to be transferred to others in order to achieve organisational goals.
· Coaches’ others and transfers communication skills and knowledge to others.
· Able to communicate complex problems or concepts, by making them simple and understandable for others.
· 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.
· Is articulate, demonstrates a wide range of vocabulary, and is confident when talking to large/high level audiences.
g) Presentation Skills
· Knows how to deliver arguments persuasively by employing a range of advanced presentation techniques (e.g., the appropriate use of body language, how to close a presentation so that the audience continues to think about the subject matter etc.).
· Has knowledge of various feedback mechanisms to check levels of audience understanding
Required Personal Attributes
1. BEHAVIOURAL
a) Customer Service Orientation
· Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
· Adapts processes and procedures to meet on-going customer needs.
· Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
· Thinks of new ways to align offerings with future customer needs.
b) Self-Awareness and Self Control
· Withholds effects of strong emotions in difficult situations.
· Keeps functioning or responds constructively despite stress.
· May apply special techniques or plan of time to manage emotions or stress.
c) Strategic and Innovative Thinking
· Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
· Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
d) Driving Delivery of Results
· Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
· Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
e) Teamwork and Cooperation
· Acts to promote a friendly climate and good morale and resolves conflicts.
· Creates opportunities for cross-functional working.
· Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
PROJECT PREPARATION SPECIALIST (WATER PARTNERSHIPS OFFICE)
Details
Project Preparation Specialist (Water Partnerships Office) (DBS230919-3) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230919-3
Job Title: Project Preparation Specialist (Water Partnerships Office)
Job Grade: 17
Job Type Classification: Contract
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) WPO Project Preparation Specialist.pdf (337.42 kb) - 9/19/2023 3:38:30 PM
Job Description
The Department of Water and Sanitation (DWS) is mandated by the National Water Act, 1998 and Water Services Act 1997 to be responsible for national water resource infrastructure and supporting municipalities with the provision of water services. To support the implementation of the National Water & Sanitation Masterplan, DWS has designed and implemented the National Water Partnerships Programme (NWPP) comprising of several sub-programmes within the water sector that will address specific challenges facing the sector.
The DWS has signed a Memorandum of Agreement with the South African Local Government (SALGA) and the Development Bank of Southern Africa (DBSA) to jointly implement the programme. To give effect to the NWPP, the parties have established the Water Partnerships Office (WPO) which includes the following:
Key Responsibilities
1. Technical Outputs.
• Prepare projects in partnership with the Head: WPO, Programme Leads and other relevant stakeholders, government, project owners/sponsors by:
o Conducting feasibility studies (economic, technical, financial, social, environmental, legal etc.)
o Manage and guide service providers procured to do the preparation of projects to ensure bankable projects are developed
o Economic cost-benefit analysis if required
o Confirm the development impact of the project and structure accordingly
o Provide innovative and flexible financial structures for (complex) transactions
o Appropriate structuring of the project (project finance or corporate finance) to own, operate and maintain the project
• Provide support in the selection of WPO project preparation pipeline of priority infrastructure projects by:
o Advising on legal, regulatory and policy compliance requirements
o Providing information on the “products” and programmes the WPO is offering and communicate to prospective WPO clients in the public and private sectors
o Working with the relevant Programme Leads and consult with municipalities, water boards, SA Government departments, regional institutions and SOEs (where relevant) and other WPO clients to review master plans/development plans and present potential bankable projects
o Perform project gap analyses of projects selected to determine level of project preparation required as per DBSA Project Assessment Tool (PAT).
• Identify sectoral and product experts and specialists required in line with determined project preparation work required.
• Prepare project appraisal reports for preparation facility and present to the DBSA/WPO decision making structure for approval.
• Provide terms of reference on outstanding preparation work required to prepare the project for bankability, and the implementation agreement and monitoring plan.
• Negotiate with sponsors the preparation facility agreement and oversee the implementation of the facility in accordance with the implementation plan of the preparation facility.
• Oversee disbursements to approved facility agreements.
• Present regular monitor and progress reports as per implementation plan.
• Provide technical support in the procurement of service providers to execute the preparation activities on projects.
• Provide support to Programme Leads to establish and maintain panels of service providers.
• Build and maintain strong relationships with clients at global, regional, local levels including businesses, financial institutions, multilateral partners, and government officials to further develop specific project preparation opportunities.
• Manage relationships at various levels with the relevant project stakeholders, service providers, partners and lead promoters, in accordance with the project’s preparation objectives and products.
• Provide feedback on the status of clients’ application timeously and advise them on the WPO’s processes and procedures.
• Communicate continuously with clients/ projects that the WPO has funded with a view to adequately support the office’s monitoring function.
Key measurement of outputs
1. Number and quality of Project Preparation Appraisal Reports (PAR) submitted, approved and committed
2. Number of projects successfully prepared and committed for implementation
3. Disbursements on project preparation facilities
4. Management of relationships with new/existing clients and service providers.
5. Team behavioural KPI’s.
Expertise & Technical Competencies
Minimum Requirements
1. A bachelor’s degree in Business, Economics, Engineering, or Finance.
2. A minimum of 5 years’ experience in appraising, negotiating and committing project preparation in support of corporate finance or structured finance transactions in a financial institution.
3. Experience in doing business in South Africa with Municipalities is a requirement.
4. Demonstrated experience and understanding of the water sector as well as the project preparation cycle and requirements to prepare bankable projects
5. Knowledge and understanding of all legislation relevant to the business of DBSA/WPO as well as the water sector (i.e., PFMA, MFMA, PPPFA, NWA, WSA, etc.)
6. Strong knowledge and experience in working with local government planning cycle and processes
7. Knowledge and experience in Public Private Partnerships (PPP)
8. Knowledge and experience in Climate Change
9. Demonstrable track record of working with high level government stakeholders
10. Comprehensive knowledge of the complex regulatory environments of municipalities / metros, state-owned enterprises and other government entities in South Africa
11. Demonstrated sound understanding of limited recourse and balance sheet funding, the process required to prepare projects, and financing documentation required to present projects for investment decision
12. Experience in leading an internal team of sector specialists and analysts to appraise and present transaction to internal committees
13. Experience in appointing and managing a team of external consultants/advisors (technical, environmental, financial and legal) to prepare and present the Project Information Memorandum (PIM) to prospective financiers
14. Experience in analysing sponsors’ financial statements, understands and reviews financial models
15. Demonstrated understanding of the water sector to identify potential fatal flaws generally associated in this sector in projects presented and key risks to be mitigated
Desirable Requirements
1. A post-graduate qualification in Business, Economics, Engineering or Finance
2. CA, CFA or MBA qualification
3. Development finance expertise would be an advantage
4. Experience in using financial models and project finance / investment banking experience would be advantageous
TECHNICAL COMPETENCIES
a) Business Acumen
• Reviews own actions against the organisation's strategic plan; includes the big picture when considering possible opportunities or projects or thinks about long-term applications of current activities.
• Understands the projected direction of the industry and how changes might impact the organisation.
• Deep understanding of commercial drivers and can take decisions based on an assessment of alternatives concerning complex business situations.
• Deep understanding of DBSA/WPO economic priorities and how they can be implemented to meet DBSA's/WPO’s strategic objectives.
• Deep understanding of DBSA's/WPO’s core sector role in achieving DBSA's/WPO’s strategic objectives.
• Deep understanding of the need to coordinate efforts with many government entities, private sector, community groups and individuals to ensure effective implementation of new policies and regulations.
b) Project Management
• Ability to plan, initiate, execute, control and close projects related to a relevant function as well as to track and manage resources, timelines, costs, deliverables and performance, and implement contingency plans, if necessary, to ensure projects are successfully.
• Defines, plans and manages large and/or strategic projects, including those with a high degree of technical complexity, with impacts across the organisation and/or with national implications.
• Assembles and leads diverse and multi-disciplinary teams, ensuring maximum effective resource utilisation.
• Successfully manages substantial project budgets and reports directly to senior managers on the progress and results of projects.
• Identifies complex issues that need escalation and proposes appropriate corrective action by maintaining a respected profile with relevant external organisations and the research community in general.
c) Solutions Focused
• Identifies complex problems based on a broad range of factors, many of which are ambiguous or difficult to define.
• While remaining guided by organisational values, identifies optimal solutions, thinking first in terms of possible approaches and flexibilities in the system vs. blind adherence to rules or procedures.
• Evaluates the effectiveness and efficiency of solutions after they have been implemented and identifies needed changes.
d) Planning and Organising
• Coaches’ others on advanced planning and organising skills.
• Plays a role in transferring advanced planning and organising skills and knowledge to others.
• Identifies and acts on opportunities to partner with other units in the department to achieve desired results.
• Develops partnership agreements that ensure win-win outcomes for all parties. Develops integrated plans for the work unit and others that interfaces with the function’s budget.
• Uses effectively advance time management processes to deal with high workload and tight deadlines.
• Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
• Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning
e) Detailed Oriented
• Quickly identifies relevant and irrelevant information to support accurate decision making.
• Maps out all the logistics and details of a situation to ensure smooth and flawless implementation.
• Consistently identifies all relevant details that are not obvious in complex situations.
• Requires the highest standards for accuracy and quality for their work.
• Establishes processes to ensure accuracy and quality of services delivered by the team.
f) Reporting & Communication
• Designs, reviews and improves reporting processes and provides guidance.
• Leads production of complex environment reports, takes an editorial role, determines content and level of detail, and ensures consistent messaging and branding.
• Is relied on by others to help them write complex technical and non-technical documents and briefs.
• Can determine which aspects of this knowledge area need to be transferred to others in order to achieve organisational goals.
• Coaches’ others and transfers communication skills and knowledge to others.
• Able to communicate complex problems or concepts, by making them simple and understandable for others.
• 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.
• Is articulate, demonstrates a wide range of vocabulary, and is confident when talking to large/high level audiences.
g) Presentation Skills
• Knows how to deliver arguments persuasively by employing a range of advanced presentation techniques (e.g., the appropriate use of body language, how to close a presentation so that the audience continues to think about the subject matter etc.).
• Has knowledge of various feedback mechanisms to check levels of audience understanding
Required Personal Attributes
BEHAVIOURAL COMPETENCIES
a) Customer Service Orientation
• Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
• Adapts processes and procedures to meet on-going customer needs.
• Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
• Thinks of new ways to align offerings with future customer needs.
b) Self-Awareness and Self Control
• Withholds effects of strong emotions in difficult situations.
• Keeps functioning or responds constructively despite stress.
• May apply special techniques or plan of time to manage emotions or stress.
c) Strategic and Innovative Thinking
• Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
• Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
d) Driving Delivery of Results
• Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
• Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
e) Teamwork and Cooperation
• Acts to promote a friendly climate and good morale and resolves conflicts.
• Creates opportunities for cross-functional working.
• Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
PROJECT PREPARATION SPECIALIST (WATER PARTNERSHIPS OFFICE)
Details
Project Preparation Specialist (Water Partnerships Office) (DBS230919-3) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230919-3
Job Title: Project Preparation Specialist (Water Partnerships Office)
Job Grade: 17
Job Type Classification: Contract
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) WPO Project Preparation Specialist.pdf (337.42 kb) - 9/19/2023 3:38:30 PM
Job Description
The Department of Water and Sanitation (DWS) is mandated by the National Water Act, 1998 and Water Services Act 1997 to be responsible for national water resource infrastructure and supporting municipalities with the provision of water services. To support the implementation of the National Water & Sanitation Masterplan, DWS has designed and implemented the National Water Partnerships Programme (NWPP) comprising of several sub-programmes within the water sector that will address specific challenges facing the sector.
The DWS has signed a Memorandum of Agreement with the South African Local Government (SALGA) and the Development Bank of Southern Africa (DBSA) to jointly implement the programme. To give effect to the NWPP, the parties have established the Water Partnerships Office (WPO) which includes the following:
- The development of a standardised programme for the preparation, funding and implementation of projects within the water sector
- Providing support to municipalities and water boards to prepare, fund and implement projects according to a standardised approach
- The development of innovative and blended finance funding solutions, that will unlock and enable private sector investment in the water sector
- Facilitating partnerships with the private sector and other key stakeholders
- The Project Preparation Specialist will be responsible for the preparation of projects accepted into the project preparation pipeline. This entails one or more of the following roles: scope or define a project that is in an early preparation phase, for projects scoped/defined facilitate public bidding for participating in the project and conduct feasibility studies.
Key Responsibilities
1. Technical Outputs.
• Prepare projects in partnership with the Head: WPO, Programme Leads and other relevant stakeholders, government, project owners/sponsors by:
o Conducting feasibility studies (economic, technical, financial, social, environmental, legal etc.)
o Manage and guide service providers procured to do the preparation of projects to ensure bankable projects are developed
o Economic cost-benefit analysis if required
o Confirm the development impact of the project and structure accordingly
o Provide innovative and flexible financial structures for (complex) transactions
o Appropriate structuring of the project (project finance or corporate finance) to own, operate and maintain the project
• Provide support in the selection of WPO project preparation pipeline of priority infrastructure projects by:
o Advising on legal, regulatory and policy compliance requirements
o Providing information on the “products” and programmes the WPO is offering and communicate to prospective WPO clients in the public and private sectors
o Working with the relevant Programme Leads and consult with municipalities, water boards, SA Government departments, regional institutions and SOEs (where relevant) and other WPO clients to review master plans/development plans and present potential bankable projects
o Perform project gap analyses of projects selected to determine level of project preparation required as per DBSA Project Assessment Tool (PAT).
• Identify sectoral and product experts and specialists required in line with determined project preparation work required.
• Prepare project appraisal reports for preparation facility and present to the DBSA/WPO decision making structure for approval.
• Provide terms of reference on outstanding preparation work required to prepare the project for bankability, and the implementation agreement and monitoring plan.
• Negotiate with sponsors the preparation facility agreement and oversee the implementation of the facility in accordance with the implementation plan of the preparation facility.
• Oversee disbursements to approved facility agreements.
• Present regular monitor and progress reports as per implementation plan.
• Provide technical support in the procurement of service providers to execute the preparation activities on projects.
• Provide support to Programme Leads to establish and maintain panels of service providers.
• Build and maintain strong relationships with clients at global, regional, local levels including businesses, financial institutions, multilateral partners, and government officials to further develop specific project preparation opportunities.
• Manage relationships at various levels with the relevant project stakeholders, service providers, partners and lead promoters, in accordance with the project’s preparation objectives and products.
• Provide feedback on the status of clients’ application timeously and advise them on the WPO’s processes and procedures.
• Communicate continuously with clients/ projects that the WPO has funded with a view to adequately support the office’s monitoring function.
Key measurement of outputs
1. Number and quality of Project Preparation Appraisal Reports (PAR) submitted, approved and committed
2. Number of projects successfully prepared and committed for implementation
3. Disbursements on project preparation facilities
4. Management of relationships with new/existing clients and service providers.
5. Team behavioural KPI’s.
Expertise & Technical Competencies
Minimum Requirements
1. A bachelor’s degree in Business, Economics, Engineering, or Finance.
2. A minimum of 5 years’ experience in appraising, negotiating and committing project preparation in support of corporate finance or structured finance transactions in a financial institution.
3. Experience in doing business in South Africa with Municipalities is a requirement.
4. Demonstrated experience and understanding of the water sector as well as the project preparation cycle and requirements to prepare bankable projects
5. Knowledge and understanding of all legislation relevant to the business of DBSA/WPO as well as the water sector (i.e., PFMA, MFMA, PPPFA, NWA, WSA, etc.)
6. Strong knowledge and experience in working with local government planning cycle and processes
7. Knowledge and experience in Public Private Partnerships (PPP)
8. Knowledge and experience in Climate Change
9. Demonstrable track record of working with high level government stakeholders
10. Comprehensive knowledge of the complex regulatory environments of municipalities / metros, state-owned enterprises and other government entities in South Africa
11. Demonstrated sound understanding of limited recourse and balance sheet funding, the process required to prepare projects, and financing documentation required to present projects for investment decision
12. Experience in leading an internal team of sector specialists and analysts to appraise and present transaction to internal committees
13. Experience in appointing and managing a team of external consultants/advisors (technical, environmental, financial and legal) to prepare and present the Project Information Memorandum (PIM) to prospective financiers
14. Experience in analysing sponsors’ financial statements, understands and reviews financial models
15. Demonstrated understanding of the water sector to identify potential fatal flaws generally associated in this sector in projects presented and key risks to be mitigated
Desirable Requirements
1. A post-graduate qualification in Business, Economics, Engineering or Finance
2. CA, CFA or MBA qualification
3. Development finance expertise would be an advantage
4. Experience in using financial models and project finance / investment banking experience would be advantageous
TECHNICAL COMPETENCIES
a) Business Acumen
• Reviews own actions against the organisation's strategic plan; includes the big picture when considering possible opportunities or projects or thinks about long-term applications of current activities.
• Understands the projected direction of the industry and how changes might impact the organisation.
• Deep understanding of commercial drivers and can take decisions based on an assessment of alternatives concerning complex business situations.
• Deep understanding of DBSA/WPO economic priorities and how they can be implemented to meet DBSA's/WPO’s strategic objectives.
• Deep understanding of DBSA's/WPO’s core sector role in achieving DBSA's/WPO’s strategic objectives.
• Deep understanding of the need to coordinate efforts with many government entities, private sector, community groups and individuals to ensure effective implementation of new policies and regulations.
b) Project Management
• Ability to plan, initiate, execute, control and close projects related to a relevant function as well as to track and manage resources, timelines, costs, deliverables and performance, and implement contingency plans, if necessary, to ensure projects are successfully.
• Defines, plans and manages large and/or strategic projects, including those with a high degree of technical complexity, with impacts across the organisation and/or with national implications.
• Assembles and leads diverse and multi-disciplinary teams, ensuring maximum effective resource utilisation.
• Successfully manages substantial project budgets and reports directly to senior managers on the progress and results of projects.
• Identifies complex issues that need escalation and proposes appropriate corrective action by maintaining a respected profile with relevant external organisations and the research community in general.
c) Solutions Focused
• Identifies complex problems based on a broad range of factors, many of which are ambiguous or difficult to define.
• While remaining guided by organisational values, identifies optimal solutions, thinking first in terms of possible approaches and flexibilities in the system vs. blind adherence to rules or procedures.
• Evaluates the effectiveness and efficiency of solutions after they have been implemented and identifies needed changes.
d) Planning and Organising
• Coaches’ others on advanced planning and organising skills.
• Plays a role in transferring advanced planning and organising skills and knowledge to others.
• Identifies and acts on opportunities to partner with other units in the department to achieve desired results.
• Develops partnership agreements that ensure win-win outcomes for all parties. Develops integrated plans for the work unit and others that interfaces with the function’s budget.
• Uses effectively advance time management processes to deal with high workload and tight deadlines.
• Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
• Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning
e) Detailed Oriented
• Quickly identifies relevant and irrelevant information to support accurate decision making.
• Maps out all the logistics and details of a situation to ensure smooth and flawless implementation.
• Consistently identifies all relevant details that are not obvious in complex situations.
• Requires the highest standards for accuracy and quality for their work.
• Establishes processes to ensure accuracy and quality of services delivered by the team.
f) Reporting & Communication
• Designs, reviews and improves reporting processes and provides guidance.
• Leads production of complex environment reports, takes an editorial role, determines content and level of detail, and ensures consistent messaging and branding.
• Is relied on by others to help them write complex technical and non-technical documents and briefs.
• Can determine which aspects of this knowledge area need to be transferred to others in order to achieve organisational goals.
• Coaches’ others and transfers communication skills and knowledge to others.
• Able to communicate complex problems or concepts, by making them simple and understandable for others.
• 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.
• Is articulate, demonstrates a wide range of vocabulary, and is confident when talking to large/high level audiences.
g) Presentation Skills
• Knows how to deliver arguments persuasively by employing a range of advanced presentation techniques (e.g., the appropriate use of body language, how to close a presentation so that the audience continues to think about the subject matter etc.).
• Has knowledge of various feedback mechanisms to check levels of audience understanding
Required Personal Attributes
BEHAVIOURAL COMPETENCIES
a) Customer Service Orientation
• Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
• Adapts processes and procedures to meet on-going customer needs.
• Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
• Thinks of new ways to align offerings with future customer needs.
b) Self-Awareness and Self Control
• Withholds effects of strong emotions in difficult situations.
• Keeps functioning or responds constructively despite stress.
• May apply special techniques or plan of time to manage emotions or stress.
c) Strategic and Innovative Thinking
• Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
• Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
d) Driving Delivery of Results
• Sets challenging goals that will have a significant impact on the business or support the organisational strategy.
• Commits significant resources and/or time to ensure that challenging goals are achieved, while also taking action to mitigate risk.
e) Teamwork and Cooperation
• Acts to promote a friendly climate and good morale and resolves conflicts.
• Creates opportunities for cross-functional working.
• Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
CREDIT REVIEW ANALYST
Details
Credit Review Analyst (DBS230911-1) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230911-1
Job Title: Credit Review Analyst
Job Grade: 17
Job Type Classification: Permanent
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) Job_Profile_Credit_Review_Analyst_March_2022.pdf (336.90 kb) - 9/11/2023 8:42:19 AM
Job Description
The purpose of this position is to ensure that the credit quality of the portfolio is managed and maintained within the Bank’s risk appetite. The Credit Review Analyst will manage a portfolio of high value and/or high-risk clients, conducting high quality credit evaluation and financial assessment of the borrower’s credit worthiness and disseminating these findings through high quality reports outlining key credit risks, credit mitigation and recommendations. Additionally, the Credit Review Analyst will review the quality and detail of key credit assessment deliverables of the Credit Analysts, ensuring that these are executed within in a diligent and timeous manner.
Key Responsibilities
Credit Risk & Advisory Services, Monitoring & Reporting
1. Preparing and reviewing credit applications and appraisals for new and existing customers on large/complex exposures, including but not limited to:
a) deal assessment and structuring, including financial analysis/modelling and stress testing with regards to ensuring that new and existing business written is of an acceptable risk.
b) adherence to credit limits; and adopting the appropriate credit scoring methodology.
c) ensure credit ratings and loss given default (LGDs) together with return on investments proposals are acceptable to the Bank.
d) issuing recommendations as to the creditworthiness of a given project or counterpart.
e) meeting with internal and external clients in the context of assessing credit risk.
2. Perform annual and on-going credit and financial review of clients in the allocated Portfolio.
3. Form part of the deal closing team to:
a) negotiate covenants, collateral and legal conditions with clients and co-lenders, in accordance with the Bank’s approved key terms; and
b) Disburse approvals in accordance with the Bank’s internal procedures and legal agreement conditions.
4. Reviewing and signing off covenants and annual reviews, keeping up to date on other credit risks including active credit migration of clients on/off the Watchlist and NPLs book.
5. Review the Credit Analysts client risk reports to:
a) Check the quality and relevance of information captured within the report
b) Verify accuracy of data and/or establish errors or weakness in the credit risk analysis by evaluating the model assumptions, analysis and interpretation, and appropriateness of recommendations made.
c) Guide Credit Analysts to produce acceptable credit reports and quality assure submissions.
d) Ensure adherence to credit / loan policy, procedures, and regulations as it relates to credit
6. Monitoring and produce reports detailing exposures to risks for a portfolio of key clients.
7. Adhere to Bank’s lending protocols, credit risk management policies and procedures and ensure that they are fully complied with and that any policy breaches have been suitably addressed, mitigated and/or escalated.
8. Scan the business and operating environment to detect and respond to emerging risks and those associated with change and advise divisional management and staff on any credit and other risk related issues within the portfolio, as they arise.
9. Provide support to management by representing DBSA management where required.
10. Exercise mandated responsibility in areas where the incumbent has delegated authority for project approval, jointly with other relevant staff.
Review Oversight
1. Optimize skills usage within the area of responsibility, minimizing "key-man" risk.
2. Oversee the work output of respective Credit Analysts in relation to quality standards, agreed benchmarks, objectives and required timeframes.
3. Develop the skills and abilities of team members, with the result that they perform at their highest potential and optimize their current and future job performance.
4. Contribute to building synergies and cooperation across functions in the DBSA.
5. Promote DBSA values and a culture of High Performance within the unit.
Key Measures
1. High quality of credit evaluation and financial risk assessment and reporting, not compromising on accuracy and speed to meet deadlines.
2. Annual reviews completed (% complete by Value and by Number) for all clients in the portfolio, within the agreed timeframes.
3. Effective collateral, covenant and undertakings monitoring, and reporting completed within agreed timeframes.
4. Disbursements and NPLs achieved within agreed targets.
5. Fully comply with the Bank’s key Governance & Compliance measurement requirements.
6. Ongoing monitoring of high-risk clients and 100% of Watchlisted clients monitored and reported to and as required by the Portfolio Committee; and any other Committee so directed.
Expertise & Technical Competencies
Minimum Requirements
1. A minimum Bachelor’s Degree in Financing, Accounting, Economics or Engineering.
2. A minimum of 5 years’ work experience (post Articles) in wholesale credit risk management, corporate or investment banking or similar, with strong analytical experience (.
3. Practical knowledge of Credit Risk Management and a broad appreciation of the range of Compliance and Enterprise Risk Management and Reporting practices.
4. Solid experience in Microsoft Office (MS-Word, MS Excel (at an advanced level of proficiency), MS PowerPoint, MS Outlook), Quantitative and Qualitative Credit Rating Models.
5. Above average report writing skills.
6. Experience in the implementation of policy compliance and best practice.
7. Excellent Analytical and problem-solving skills complimented by in-depth understanding of business procedures.
8. Strong verbal and written communication skills as well as effective presentation skills and with the ability to express complex concepts in business terms.
9. Strong abilities in relationship management, teamwork, and interpersonal skills.
10. Proven ability to effectively manage competing deadlines for projects in a high-pressure work environment.
11. The ability to:
a Communicate and persuade at all management levels and thrive in a cross-functional environment.
b Determine whether processes comply with credit laws, regulations and/or standards.
c Apply logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
d Identify complex problems and to review related information to develop and evaluate options and implement solutions.
e Integrate knowledge building through knowledge sharing and knowledge application throughout the incumbent’s professional duties.
f Keep record of compiling information related to reports and publications.
g Build strong partnerships with external and internal stakeholders.
Desirable Requirements
12. Knowledge of financial structuring and doing business in Africa will be a distinct advantage
13. Honours and/or Masters degree in Finance or Accounting, CA(SA), Professional Body Certifications Qualifications (e.g., GARP CFA or FRM, CFI FMVA or CBSA) or an MBA is a distinct advantage.
14. Previous working experience in a senior or supervisory capacity would be an advantage.
Technical Competencies
1. Written Communication
a. Is relied on by others to help them write complex technical and non-technical documents and briefs.
b. Is able to determine which aspects of this knowledge area needs to be transferred to others in order to achieve organisational goals.
c. Coaches’ others and transfers communication skills and knowledge to others.
2. Presentation Skills
a. Can reinforce key presentation points with examples.
b. Is able to translate technical terminology into language understandable to the audience.
c. Has insight into the audience’s behavior and motivation and responds appropriately and professionally, adapting communication style as appropriate.
3. Reporting
a. Designs, reviews and improves reporting processes and provides guidance.
b. Leads production of complex credit and financial reports, takes an editorial role, determines content and level of detail, and ensures consistent messaging and branding.
4. Planning and Organising
a. Is relied on to help others plan and organise their workload.
b. Uses effectively advance time management processes to deal with high workload and tight deadlines.
c. Organises, prioritises, and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
d. Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning.
5. Data Collection and Analysis
a. Skilled in the use of advanced/complex analytical techniques.
b. Is able to use judgement to decide upon the most appropriate analytical techniques according to the situation.
c. Recognises underlying principles, patterns, or themes in an array of related information, and determine whether additional information would be useful or necessary.
d. Through an in-depth understanding of the business environment, reviews outputs of analysis to identify anomalies and draws conclusions, relating these to operational circumstances.
e. Can model a range of scenarios covering all potential business circumstances and highlight potential risks/opportunities.
6. Negotiation
a. Understands and can apply basic negotiating skills and techniques, e.g., obtaining a full understanding of the other party's agenda and needs before disclosing own perspectives.
b. Possesses an understanding of various unspoken communications from other parties and can decipher hidden agendas.
c. Is able to successfully conclude negotiations which require the development of an emotional as well as factual argument.
d. Is able to develop mutually beneficial potential solutions.
7. Financial Analysis
a. Interprets, analyzes and/or evaluates compliance with applicable legislation, sound regulatory practices
and procedures, generally accepted accounting principles, and other such rules and regulations.
b. Analyzes or interprets financial records and develops program procedures, financial models and databases.
c. Demonstrates a thorough knowledge and understanding of applicable regulations, rules, entity/company practices, concepts, and industry issues.
d. Demonstrates a thorough knowledge or experience working with various legal and regulatory issues in deal structuring in their subject area.
e. Develops and maintains effective working relationships with regulated industries, government officials, administrators, and civic leaders.
f. Serves as subject matter expert and leads work teams for more complex issues.
Required Personal Attributes
Behavioural Competencies
1. Achievement Orientation
a. Undertakes challenging assignments and strives to complete them.
b. Sets priorities and chooses goals on the basis of calculated costs, anticipated benefits and improvement of performance.
c. Aims at exceptional performance; setting out to achieve a unique standard.
d. Constantly analyses outcomes to ensure the achievement of business goals.
e. Identifies short-term opportunities or potential problems aiming to achieve better outcomes.
2. Customer Service Orientation
a. Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
b. Adapts processes and procedures to meet on-going customer needs.
c. Utilises the feedback received by customers, in order to develop new and/or improved existing services/products that relate to their on-going needs.
d. Thinks of new ways to align DBSA’s offerings with future customer needs.
3. Integrity
a. Is willing to end a business relationship because it was associated with actual or perceived unethical business practice.
b. Is capable of challenging senior management (in an appropriate and respectable manner) in order to act on espoused values.
4. Leading and Empowering Others
a. Creates the conditions that enable the team to perform at its best (e.g., setting clear direction, providing appropriate structure, getting the right people, obtain needed resources).
b. Monitors performance against clear standards and addresses performance issues promptly and takes action to get performance back to desired levels.
c. Proactively asks for feedback on own performance from team members, aiming to become more effective.
d. Ensures tasks are delegated so that team members are empowered to deliver results and develop their capabilities.
5. Self-awareness and Self Control
a. Withholds effects of strong emotions in difficult situations.
b. Keeps functioning or responds constructively despite stress.
c. May apply special techniques or plan ahead of time to manage emotions or stress.
6. Strategic and Innovative Thinking
a. Recognises opportunities or potential problems, before they become obvious, by seeing the connections in a range of sources of information, including insights from outside DBSA.
b. Restates complex knowledge in a way that makes it easier for others to understand.
c. Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
d. Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
7. Teamwork & Cooperation
a. Acts to promote a friendly climate and good morale and resolves conflicts.
b. Creates opportunities for cross-functional working.
c. Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
CREDIT REVIEW ANALYST
Details
Credit Review Analyst (DBS230911-1) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230911-1
Job Title: Credit Review Analyst
Job Grade: 17
Job Type Classification: Permanent
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) Job_Profile_Credit_Review_Analyst_March_2022.pdf (336.90 kb) - 9/11/2023 8:42:19 AM
Job Description
The purpose of this position is to ensure that the credit quality of the portfolio is managed and maintained within the Bank’s risk appetite. The Credit Review Analyst will manage a portfolio of high value and/or high-risk clients, conducting high quality credit evaluation and financial assessment of the borrower’s credit worthiness and disseminating these findings through high quality reports outlining key credit risks, credit mitigation and recommendations. Additionally, the Credit Review Analyst will review the quality and detail of key credit assessment deliverables of the Credit Analysts, ensuring that these are executed within in a diligent and timeous manner.
Key Responsibilities
Credit Risk & Advisory Services, Monitoring & Reporting
1. Preparing and reviewing credit applications and appraisals for new and existing customers on large/complex exposures, including but not limited to:
a) deal assessment and structuring, including financial analysis/modelling and stress testing with regards to ensuring that new and existing business written is of an acceptable risk.
b) adherence to credit limits; and adopting the appropriate credit scoring methodology.
c) ensure credit ratings and loss given default (LGDs) together with return on investments proposals are acceptable to the Bank.
d) issuing recommendations as to the creditworthiness of a given project or counterpart.
e) meeting with internal and external clients in the context of assessing credit risk.
2. Perform annual and on-going credit and financial review of clients in the allocated Portfolio.
3. Form part of the deal closing team to:
a) negotiate covenants, collateral and legal conditions with clients and co-lenders, in accordance with the Bank’s approved key terms; and
b) Disburse approvals in accordance with the Bank’s internal procedures and legal agreement conditions.
4. Reviewing and signing off covenants and annual reviews, keeping up to date on other credit risks including active credit migration of clients on/off the Watchlist and NPLs book.
5. Review the Credit Analysts client risk reports to:
a) Check the quality and relevance of information captured within the report
b) Verify accuracy of data and/or establish errors or weakness in the credit risk analysis by evaluating the model assumptions, analysis and interpretation, and appropriateness of recommendations made.
c) Guide Credit Analysts to produce acceptable credit reports and quality assure submissions.
d) Ensure adherence to credit / loan policy, procedures, and regulations as it relates to credit
6. Monitoring and produce reports detailing exposures to risks for a portfolio of key clients.
7. Adhere to Bank’s lending protocols, credit risk management policies and procedures and ensure that they are fully complied with and that any policy breaches have been suitably addressed, mitigated and/or escalated.
8. Scan the business and operating environment to detect and respond to emerging risks and those associated with change and advise divisional management and staff on any credit and other risk related issues within the portfolio, as they arise.
9. Provide support to management by representing DBSA management where required.
10. Exercise mandated responsibility in areas where the incumbent has delegated authority for project approval, jointly with other relevant staff.
Review Oversight
1. Optimize skills usage within the area of responsibility, minimizing "key-man" risk.
2. Oversee the work output of respective Credit Analysts in relation to quality standards, agreed benchmarks, objectives and required timeframes.
3. Develop the skills and abilities of team members, with the result that they perform at their highest potential and optimize their current and future job performance.
4. Contribute to building synergies and cooperation across functions in the DBSA.
5. Promote DBSA values and a culture of High Performance within the unit.
Key Measures
1. High quality of credit evaluation and financial risk assessment and reporting, not compromising on accuracy and speed to meet deadlines.
2. Annual reviews completed (% complete by Value and by Number) for all clients in the portfolio, within the agreed timeframes.
3. Effective collateral, covenant and undertakings monitoring, and reporting completed within agreed timeframes.
4. Disbursements and NPLs achieved within agreed targets.
5. Fully comply with the Bank’s key Governance & Compliance measurement requirements.
6. Ongoing monitoring of high-risk clients and 100% of Watchlisted clients monitored and reported to and as required by the Portfolio Committee; and any other Committee so directed.
Expertise & Technical Competencies
Minimum Requirements
1. A minimum Bachelor’s Degree in Financing, Accounting, Economics or Engineering.
2. A minimum of 5 years’ work experience (post Articles) in wholesale credit risk management, corporate or investment banking or similar, with strong analytical experience (.
3. Practical knowledge of Credit Risk Management and a broad appreciation of the range of Compliance and Enterprise Risk Management and Reporting practices.
4. Solid experience in Microsoft Office (MS-Word, MS Excel (at an advanced level of proficiency), MS PowerPoint, MS Outlook), Quantitative and Qualitative Credit Rating Models.
5. Above average report writing skills.
6. Experience in the implementation of policy compliance and best practice.
7. Excellent Analytical and problem-solving skills complimented by in-depth understanding of business procedures.
8. Strong verbal and written communication skills as well as effective presentation skills and with the ability to express complex concepts in business terms.
9. Strong abilities in relationship management, teamwork, and interpersonal skills.
10. Proven ability to effectively manage competing deadlines for projects in a high-pressure work environment.
11. The ability to:
a Communicate and persuade at all management levels and thrive in a cross-functional environment.
b Determine whether processes comply with credit laws, regulations and/or standards.
c Apply logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
d Identify complex problems and to review related information to develop and evaluate options and implement solutions.
e Integrate knowledge building through knowledge sharing and knowledge application throughout the incumbent’s professional duties.
f Keep record of compiling information related to reports and publications.
g Build strong partnerships with external and internal stakeholders.
Desirable Requirements
12. Knowledge of financial structuring and doing business in Africa will be a distinct advantage
13. Honours and/or Masters degree in Finance or Accounting, CA(SA), Professional Body Certifications Qualifications (e.g., GARP CFA or FRM, CFI FMVA or CBSA) or an MBA is a distinct advantage.
14. Previous working experience in a senior or supervisory capacity would be an advantage.
Technical Competencies
1. Written Communication
a. Is relied on by others to help them write complex technical and non-technical documents and briefs.
b. Is able to determine which aspects of this knowledge area needs to be transferred to others in order to achieve organisational goals.
c. Coaches’ others and transfers communication skills and knowledge to others.
2. Presentation Skills
a. Can reinforce key presentation points with examples.
b. Is able to translate technical terminology into language understandable to the audience.
c. Has insight into the audience’s behavior and motivation and responds appropriately and professionally, adapting communication style as appropriate.
3. Reporting
a. Designs, reviews and improves reporting processes and provides guidance.
b. Leads production of complex credit and financial reports, takes an editorial role, determines content and level of detail, and ensures consistent messaging and branding.
4. Planning and Organising
a. Is relied on to help others plan and organise their workload.
b. Uses effectively advance time management processes to deal with high workload and tight deadlines.
c. Organises, prioritises, and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
d. Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning.
5. Data Collection and Analysis
a. Skilled in the use of advanced/complex analytical techniques.
b. Is able to use judgement to decide upon the most appropriate analytical techniques according to the situation.
c. Recognises underlying principles, patterns, or themes in an array of related information, and determine whether additional information would be useful or necessary.
d. Through an in-depth understanding of the business environment, reviews outputs of analysis to identify anomalies and draws conclusions, relating these to operational circumstances.
e. Can model a range of scenarios covering all potential business circumstances and highlight potential risks/opportunities.
6. Negotiation
a. Understands and can apply basic negotiating skills and techniques, e.g., obtaining a full understanding of the other party's agenda and needs before disclosing own perspectives.
b. Possesses an understanding of various unspoken communications from other parties and can decipher hidden agendas.
c. Is able to successfully conclude negotiations which require the development of an emotional as well as factual argument.
d. Is able to develop mutually beneficial potential solutions.
7. Financial Analysis
a. Interprets, analyzes and/or evaluates compliance with applicable legislation, sound regulatory practices
and procedures, generally accepted accounting principles, and other such rules and regulations.
b. Analyzes or interprets financial records and develops program procedures, financial models and databases.
c. Demonstrates a thorough knowledge and understanding of applicable regulations, rules, entity/company practices, concepts, and industry issues.
d. Demonstrates a thorough knowledge or experience working with various legal and regulatory issues in deal structuring in their subject area.
e. Develops and maintains effective working relationships with regulated industries, government officials, administrators, and civic leaders.
f. Serves as subject matter expert and leads work teams for more complex issues.
Required Personal Attributes
Behavioural Competencies
1. Achievement Orientation
a. Undertakes challenging assignments and strives to complete them.
b. Sets priorities and chooses goals on the basis of calculated costs, anticipated benefits and improvement of performance.
c. Aims at exceptional performance; setting out to achieve a unique standard.
d. Constantly analyses outcomes to ensure the achievement of business goals.
e. Identifies short-term opportunities or potential problems aiming to achieve better outcomes.
2. Customer Service Orientation
a. Tries to understand the underlying needs of customers and matches these needs to available or customized products and services.
b. Adapts processes and procedures to meet on-going customer needs.
c. Utilises the feedback received by customers, in order to develop new and/or improved existing services/products that relate to their on-going needs.
d. Thinks of new ways to align DBSA’s offerings with future customer needs.
3. Integrity
a. Is willing to end a business relationship because it was associated with actual or perceived unethical business practice.
b. Is capable of challenging senior management (in an appropriate and respectable manner) in order to act on espoused values.
4. Leading and Empowering Others
a. Creates the conditions that enable the team to perform at its best (e.g., setting clear direction, providing appropriate structure, getting the right people, obtain needed resources).
b. Monitors performance against clear standards and addresses performance issues promptly and takes action to get performance back to desired levels.
c. Proactively asks for feedback on own performance from team members, aiming to become more effective.
d. Ensures tasks are delegated so that team members are empowered to deliver results and develop their capabilities.
5. Self-awareness and Self Control
a. Withholds effects of strong emotions in difficult situations.
b. Keeps functioning or responds constructively despite stress.
c. May apply special techniques or plan ahead of time to manage emotions or stress.
6. Strategic and Innovative Thinking
a. Recognises opportunities or potential problems, before they become obvious, by seeing the connections in a range of sources of information, including insights from outside DBSA.
b. Restates complex knowledge in a way that makes it easier for others to understand.
c. Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
d. Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
7. Teamwork & Cooperation
a. Acts to promote a friendly climate and good morale and resolves conflicts.
b. Creates opportunities for cross-functional working.
c. Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
SENIOR DEAL ORIGINATOR: SOCIAL, HEALTH & EDUCATION
Details
Senior Deal Originator: Social, Health & Education (DBS230822-1) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230822-1
Job Title: Senior Deal Originator: Social, Health & Education
Job Grade: 16
Job Type Classification: Permanent
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) Job Profile Senior Deal Originator.pdf (0.87 Mb) - 8/22/2023 11:12:55 AM
Job Description
The Senior Deal Originator is responsible for formulating and executing the strategic objectives of the business in collaboration with the Head Client Coverage whilst being accountable for deal origination, building and owning client and partnerships and developing projects for the DBSA ultimately leading to bankable deals.
Key Responsibilities
KEY PERFOMANCE AREAS
1. Contribute to the development of Divisional and Business unit strategies and implementation thereof.
2. Identify new, and prioritise existing key clients based on a set criteria (i.e. financial metrics, current and potential revenue and margin) and strategic factors.
3. Develop strong pipeline of good quality investments through proactive origination/business development and developing and employing sector/country knowledge.
4. Build and maintain strong relationships with clients, global and regional private businesses and facilitate the identification of opportunities to initiate viable projects.
5. Work closely with the project preparation team to facilitate project preparation, scoping, feasibility studies and business plans with the intention of closing investment deals.
6. Work closely with the Transactions team to take deals to bankability.
7. Remediate and eliminate partnership obstacles and inefficiencies, have knowledge of all new products, structured products and services offered by competitors.
8. Develop an in-depth knowledge of the political landscape of regions/sectors/clients and partners serviced and leverage such insights/knowledge across other regions/sectors and clients.
9. Build relationships, networks and collaborate with internal and external key stakeholders and clients to position DBSA as the ‘go-to’ Bank for infrastructure development opportunities.
10. Continuously research and analyse the clients’ business context, operations and financial performance in search of new opportunities.
11. Leverage, engage and collaborate with the Bank’s internal network to ensure that the entire Bank’s relevant expertise is used to the optimum.
12. Develop strong pipeline of good quality investments through proactive origination/business development and developing and employing sector/country knowledge;
13. Compile and provide competitor analysis and understand the operating environment.
14. Lead, initiate and develop new business strategies and opportunities to create a pipeline of development impact projects ensuring deal flow and bankability.
15. Working closely with Financing Operations Division, initiate and develop new business strategies and opportunities to create a pipeline of fee income generating projects.
16. Prepare and provide documentation/reports for EXCO and Board(s) decision making where applicable.
17. Present at deal Committees where applicable and when required.
Key Measurements of Outputs
1. Value of project originated, approved, committed and disbursed.
2. Value of projects catalysed by the DBSA.
3. Value of projects originated with South African Inc.
4. Value of projects originated for Project Preparation Division.
5. Value of funds under management secured (Infrastructure Delivery business).
6. NPL targets.
7. Client service rating.
KEY INTERNAL LIAISON RELATIONSHIPS
1. Executives – CIO, Coverage, Transacting, Project Preparation, Infrastructure Delivery, Treasury
2. DBSA Committees, e.g. Deal screen, Investment Committee, Asset/Liability Committee
3. Management and staff – Risk, Project Preparation, Transacting, Infrastructure delivery, Treasury, Finance, Financing Operations
KEY EXTERNAL LIAISON RELATIONSHIPS
1. Government entities – National, Provincial, Local, Sovereigns (where applicable)
2. Investment partners – commercial, DFIs
3. Service providers – e.g. EPCs, advisors, O&Ms
4. Knowledge partners – Universities, think tanks, local/international organisations
Expertise & Technical Competencies
QUALIFICATIONS & EXPERIENCE
Minimum Requirements
1. An Honours degree in Finance, Business, Accounting, Engineering or Economics;
2. 8-10 years’ experience in appraising, negotiating and closing Project Finance, Corporate Finance, or
Structured Finance transactions in a financial institution;
3. Experience in securing infrastructure investment deals in relevant sectors/geographies in SA and/or Africa (where applicable).
4. Experience in leading, initiating and developing new business strategies and opportunities to create a pipeline of development impact projects ensuring deal flow and bankability.
5. Experience in securing deals of appropriate size for sectors and geographies in question.
6. Strong networks and relations with clients, global and regional private investors and banks in order to identify and source viable projects/investments.
7. Successful track record in leading project teams with high level stakeholders and qualified professionals;
8. Experience in using Financial models;
9. Comprehensive knowledge of the complex financial and regulatory environments across Africa (where applicable).
10. In depth knowledge and understanding of infrastructure market, financial markets and the macro landscape.
11. Demonstrable experience in identifying client challenges and playing an active part in finding innovative solutions.
12. Experienced communicator and negotiator (expertise at senior level).
13. Strong negotiation skills with the ability to close deals.
14. Proven experience in working with senior stakeholders in highly political environments in South Africa and the rest of Africa (where applicable).
15. Role requires flexibility to be redeployed if required.
16. Ability to mentor jnr members of the team.
TECHNICAL
2.1. Risk Identification & Assessment skills
a. Advises on applicable aspects of risk identification and assessment.
b. Assesses and links short-term tasks in the context of long-term business strategies or perspectives.
2.2 Business Development
a. Takes overall lead for pro-active business development at national and international level.
b. Initiates, reviews and interprets competitor environment reviews and take actions accordingly.
c. Formulates and modify market approaches on the basis of competitor analyses.
d. Leads the formulation, development and implementation of the business development strategy to generate new business opportunities in public and private sector delivery of infrastructure.
e. Identifies and develop new markets, products and clients.
f. Leads the participation and presentation of an organisation at investment conferences and roundtable discussions.
g. Coordinates business activities to ensure that investment initiatives are in support of government
BEE strategies, broader national and regional economic development strategies.
h. Promote compliance and alignment with the strategic imperatives of both individual clients and the organisation of investment and development interventions.
i. Builds capacity to coordinate, control and manage the activities and efforts required for the implementation of the plan.
j. Builds capacity to conduct project origination exercises.
2.3 Business Acumen
a. Deep understanding of commercial drivers and is able to take decisions based on an assessment of alternatives concerning complex business situations.
b. Deep understanding of economic priorities of South Africa and Africa and how they can be implemented to meet an organisations strategic objectives.
c. Deep understanding of the need to coordinate efforts with many government entities, private sector, community groups and individuals to ensure effective implementation of new policies and regulations.
d. Takes actions to fit business strategy.
e. Assesses and links short-term tasks in the context of long-term business strategies or perspectives.
f. Reviews own actions against the organisation’s strategic plan; includes the big picture when considering possible opportunities or projects or thinks about long-term applications of current activities.
g. Anticipates possible responses to different initiatives.
h. Understands the projected direction of the industry and how changes might impact the organisation.
2.4 Deal Origination
a. Utilises extensive networks with developers, sponsors and consultants in DBSA-mandated sectors to identify project preparation opportunities.
b. Conducts project identification, conceptualisation and preliminary structuring of projects structuring and value preposition for DBSA.
c. Applies analytical skills to understand the technical, environmental, institutional, financial and legal components of projects to present a structure to prepare the project.
d. Understands the regulatory and policy environments and offers advice in preparing/structuring of projects.
e. Conducts market research, business analysis and profiling to identify opportunities for infrastructure development in SA, SADC and selected African countries.
f. Provides and grows the opportunity for DBSA equity investments.
g. Independently structures and negotiates and concludes engagement letters, term sheets and facility agreements.
2.5 Project Management
a. Initiates project plans and secures resources for projects that span area or department boundaries.
b. Uses estimating techniques and develops project risk management approaches.
c. Has an in-depth and practical understanding of how to maximise the effectiveness of project teams.
2.6 Planning & Organising
a. Is relied on to helps other plan and organise their workload.
b. Uses effectively advance time management processes to deal with high workload and tight deadlines.
c. Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
d. Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning.
2.7 Financial Acumen
a. Makes sound financial decisions after having analysed their impacts on the organisation, partner agencies, and community.
b. Effectively prepares budgetary submissions and forecasts for own department.
c. Knows the internal and external factors that impact on resource and asset availability.
d. Is able to interpret management account reports in an operational/commercial context and take action as appropriate to maximise revenues and control costs.
2.8 Reporting & Communication
a. Designs / customises reports to meet user needs.
b. Prepares complex or tailored reports, gathers information from a variety of sources, analyses and includes in a report.
c. Keeps standard reports under review and proposes improvements to meet user needs.
2.9 Presentation Skills
a. Knows how to deliver arguments persuasively by employing a range of advanced presentation techniques (e.g. the appropriate use of body language, how to close a presentation so that the audience continues to think about the subject matter etc.).
b. Has knowledge of various feedback mechanisms to check levels of audience understanding.
2.10 Negotiation
a. Has an appreciation of cultural sensitivities and differences.
b. Effectively employs a variety of advanced behavioural/interpersonal competencies to control the negotiation situation.
c. Is able to take the lead in a variety of sensitive negotiation situations requiring high levels of tact and diplomacy.
d. Is able to place a discrete negotiation situation within the context of a broader long-term relationship and is not threatened by conceding ground to protect the longer-term interests of DBSA.
Required Personal Attributes
Behavioural
1.1 Achievement Orientation
a. Undertakes challenging assignments and strives to complete them.
b. Sets priorities and chooses goals on the basis of calculated costs, anticipated benefits and improvement of performance.
c. Aims at exceptional performance; setting out to achieve a unique standard.
d. Constantly analyses outcomes to ensure the achievement of business goals.
e. Identifies short-term opportunities or potential problems aiming to achieve better outcomes.
1.2 Customer Service Orientation
a. Tries to understand the underlying needs of customers and matches these needs to available or customised products and services.
b. Adapts processes and procedures to meet on-going customer needs.
c. Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
d. Thinks of new ways to align DBSA’s offerings with future customer needs.
1.3 Integrity
a. Is willing to end a business relationship because it was associated with unethical business practice.
b. Is capable of challenging senior management (in an appropriate and respectable manner) in order to act on espoused values.
1.4 Leading and Empowering Others
a. Creates the conditions that enable the team to perform at its best (e.g., setting clear direction, providing appropriate structure, getting the right people, obtain needed resources).
b. Monitors performance against clear standards, and addresses performance issues promptly and takes action to get performance back to desired levels.
c. Proactively asks for feedback on own performance from team members, aiming to become more effective.
1.5 Self-awareness and Self Control
a. Withholds effects of strong emotions in difficult situations.
b. Keeps functioning or responds constructively despite stress.
c. May apply special techniques or plan ahead of time to manage emotions or stress.
1.6 Strategic and Innovative Thinking
a. Recognises opportunities or potential problems, before they become obvious, by seeing the connections in a range of sources of information, including insights from outside DBSA.
b. Restates complex knowledge in a way that makes it easier for others to understand.
c. Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
d. Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
1.7 Teamwork & Cooperation
a. Acts to promote a friendly climate and good morale and resolves conflicts.
b. Creates opportunities for cross-functional working.
c. Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
SENIOR DEAL ORIGINATOR: SOCIAL, HEALTH & EDUCATION
Details
Senior Deal Originator: Social, Health & Education (DBS230822-1) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS230822-1
Job Title: Senior Deal Originator: Social, Health & Education
Job Grade: 16
Job Type Classification: Permanent
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) Job Profile Senior Deal Originator.pdf (0.87 Mb) - 8/22/2023 11:12:55 AM
Job Description
The Senior Deal Originator is responsible for formulating and executing the strategic objectives of the business in collaboration with the Head Client Coverage whilst being accountable for deal origination, building and owning client and partnerships and developing projects for the DBSA ultimately leading to bankable deals.
Key Responsibilities
KEY PERFOMANCE AREAS
1. Contribute to the development of Divisional and Business unit strategies and implementation thereof.
2. Identify new, and prioritise existing key clients based on a set criteria (i.e. financial metrics, current and potential revenue and margin) and strategic factors.
3. Develop strong pipeline of good quality investments through proactive origination/business development and developing and employing sector/country knowledge.
4. Build and maintain strong relationships with clients, global and regional private businesses and facilitate the identification of opportunities to initiate viable projects.
5. Work closely with the project preparation team to facilitate project preparation, scoping, feasibility studies and business plans with the intention of closing investment deals.
6. Work closely with the Transactions team to take deals to bankability.
7. Remediate and eliminate partnership obstacles and inefficiencies, have knowledge of all new products, structured products and services offered by competitors.
8. Develop an in-depth knowledge of the political landscape of regions/sectors/clients and partners serviced and leverage such insights/knowledge across other regions/sectors and clients.
9. Build relationships, networks and collaborate with internal and external key stakeholders and clients to position DBSA as the ‘go-to’ Bank for infrastructure development opportunities.
10. Continuously research and analyse the clients’ business context, operations and financial performance in search of new opportunities.
11. Leverage, engage and collaborate with the Bank’s internal network to ensure that the entire Bank’s relevant expertise is used to the optimum.
12. Develop strong pipeline of good quality investments through proactive origination/business development and developing and employing sector/country knowledge;
13. Compile and provide competitor analysis and understand the operating environment.
14. Lead, initiate and develop new business strategies and opportunities to create a pipeline of development impact projects ensuring deal flow and bankability.
15. Working closely with Financing Operations Division, initiate and develop new business strategies and opportunities to create a pipeline of fee income generating projects.
16. Prepare and provide documentation/reports for EXCO and Board(s) decision making where applicable.
17. Present at deal Committees where applicable and when required.
Key Measurements of Outputs
1. Value of project originated, approved, committed and disbursed.
2. Value of projects catalysed by the DBSA.
3. Value of projects originated with South African Inc.
4. Value of projects originated for Project Preparation Division.
5. Value of funds under management secured (Infrastructure Delivery business).
6. NPL targets.
7. Client service rating.
KEY INTERNAL LIAISON RELATIONSHIPS
1. Executives – CIO, Coverage, Transacting, Project Preparation, Infrastructure Delivery, Treasury
2. DBSA Committees, e.g. Deal screen, Investment Committee, Asset/Liability Committee
3. Management and staff – Risk, Project Preparation, Transacting, Infrastructure delivery, Treasury, Finance, Financing Operations
KEY EXTERNAL LIAISON RELATIONSHIPS
1. Government entities – National, Provincial, Local, Sovereigns (where applicable)
2. Investment partners – commercial, DFIs
3. Service providers – e.g. EPCs, advisors, O&Ms
4. Knowledge partners – Universities, think tanks, local/international organisations
Expertise & Technical Competencies
QUALIFICATIONS & EXPERIENCE
Minimum Requirements
1. An Honours degree in Finance, Business, Accounting, Engineering or Economics;
2. 8-10 years’ experience in appraising, negotiating and closing Project Finance, Corporate Finance, or
Structured Finance transactions in a financial institution;
3. Experience in securing infrastructure investment deals in relevant sectors/geographies in SA and/or Africa (where applicable).
4. Experience in leading, initiating and developing new business strategies and opportunities to create a pipeline of development impact projects ensuring deal flow and bankability.
5. Experience in securing deals of appropriate size for sectors and geographies in question.
6. Strong networks and relations with clients, global and regional private investors and banks in order to identify and source viable projects/investments.
7. Successful track record in leading project teams with high level stakeholders and qualified professionals;
8. Experience in using Financial models;
9. Comprehensive knowledge of the complex financial and regulatory environments across Africa (where applicable).
10. In depth knowledge and understanding of infrastructure market, financial markets and the macro landscape.
11. Demonstrable experience in identifying client challenges and playing an active part in finding innovative solutions.
12. Experienced communicator and negotiator (expertise at senior level).
13. Strong negotiation skills with the ability to close deals.
14. Proven experience in working with senior stakeholders in highly political environments in South Africa and the rest of Africa (where applicable).
15. Role requires flexibility to be redeployed if required.
16. Ability to mentor jnr members of the team.
TECHNICAL
2.1. Risk Identification & Assessment skills
a. Advises on applicable aspects of risk identification and assessment.
b. Assesses and links short-term tasks in the context of long-term business strategies or perspectives.
2.2 Business Development
a. Takes overall lead for pro-active business development at national and international level.
b. Initiates, reviews and interprets competitor environment reviews and take actions accordingly.
c. Formulates and modify market approaches on the basis of competitor analyses.
d. Leads the formulation, development and implementation of the business development strategy to generate new business opportunities in public and private sector delivery of infrastructure.
e. Identifies and develop new markets, products and clients.
f. Leads the participation and presentation of an organisation at investment conferences and roundtable discussions.
g. Coordinates business activities to ensure that investment initiatives are in support of government
BEE strategies, broader national and regional economic development strategies.
h. Promote compliance and alignment with the strategic imperatives of both individual clients and the organisation of investment and development interventions.
i. Builds capacity to coordinate, control and manage the activities and efforts required for the implementation of the plan.
j. Builds capacity to conduct project origination exercises.
2.3 Business Acumen
a. Deep understanding of commercial drivers and is able to take decisions based on an assessment of alternatives concerning complex business situations.
b. Deep understanding of economic priorities of South Africa and Africa and how they can be implemented to meet an organisations strategic objectives.
c. Deep understanding of the need to coordinate efforts with many government entities, private sector, community groups and individuals to ensure effective implementation of new policies and regulations.
d. Takes actions to fit business strategy.
e. Assesses and links short-term tasks in the context of long-term business strategies or perspectives.
f. Reviews own actions against the organisation’s strategic plan; includes the big picture when considering possible opportunities or projects or thinks about long-term applications of current activities.
g. Anticipates possible responses to different initiatives.
h. Understands the projected direction of the industry and how changes might impact the organisation.
2.4 Deal Origination
a. Utilises extensive networks with developers, sponsors and consultants in DBSA-mandated sectors to identify project preparation opportunities.
b. Conducts project identification, conceptualisation and preliminary structuring of projects structuring and value preposition for DBSA.
c. Applies analytical skills to understand the technical, environmental, institutional, financial and legal components of projects to present a structure to prepare the project.
d. Understands the regulatory and policy environments and offers advice in preparing/structuring of projects.
e. Conducts market research, business analysis and profiling to identify opportunities for infrastructure development in SA, SADC and selected African countries.
f. Provides and grows the opportunity for DBSA equity investments.
g. Independently structures and negotiates and concludes engagement letters, term sheets and facility agreements.
2.5 Project Management
a. Initiates project plans and secures resources for projects that span area or department boundaries.
b. Uses estimating techniques and develops project risk management approaches.
c. Has an in-depth and practical understanding of how to maximise the effectiveness of project teams.
2.6 Planning & Organising
a. Is relied on to helps other plan and organise their workload.
b. Uses effectively advance time management processes to deal with high workload and tight deadlines.
c. Organises, prioritises and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
d. Achieves goals in a timely manner, despite obstacles encountered, by organising, reprioritising and re-planning.
2.7 Financial Acumen
a. Makes sound financial decisions after having analysed their impacts on the organisation, partner agencies, and community.
b. Effectively prepares budgetary submissions and forecasts for own department.
c. Knows the internal and external factors that impact on resource and asset availability.
d. Is able to interpret management account reports in an operational/commercial context and take action as appropriate to maximise revenues and control costs.
2.8 Reporting & Communication
a. Designs / customises reports to meet user needs.
b. Prepares complex or tailored reports, gathers information from a variety of sources, analyses and includes in a report.
c. Keeps standard reports under review and proposes improvements to meet user needs.
2.9 Presentation Skills
a. Knows how to deliver arguments persuasively by employing a range of advanced presentation techniques (e.g. the appropriate use of body language, how to close a presentation so that the audience continues to think about the subject matter etc.).
b. Has knowledge of various feedback mechanisms to check levels of audience understanding.
2.10 Negotiation
a. Has an appreciation of cultural sensitivities and differences.
b. Effectively employs a variety of advanced behavioural/interpersonal competencies to control the negotiation situation.
c. Is able to take the lead in a variety of sensitive negotiation situations requiring high levels of tact and diplomacy.
d. Is able to place a discrete negotiation situation within the context of a broader long-term relationship and is not threatened by conceding ground to protect the longer-term interests of DBSA.
Required Personal Attributes
Behavioural
1.1 Achievement Orientation
a. Undertakes challenging assignments and strives to complete them.
b. Sets priorities and chooses goals on the basis of calculated costs, anticipated benefits and improvement of performance.
c. Aims at exceptional performance; setting out to achieve a unique standard.
d. Constantly analyses outcomes to ensure the achievement of business goals.
e. Identifies short-term opportunities or potential problems aiming to achieve better outcomes.
1.2 Customer Service Orientation
a. Tries to understand the underlying needs of customers and matches these needs to available or customised products and services.
b. Adapts processes and procedures to meet on-going customer needs.
c. Utilises the feedback received by customers, in order to develop new and/or improve existing services/ products that relate to their on-going needs.
d. Thinks of new ways to align DBSA’s offerings with future customer needs.
1.3 Integrity
a. Is willing to end a business relationship because it was associated with unethical business practice.
b. Is capable of challenging senior management (in an appropriate and respectable manner) in order to act on espoused values.
1.4 Leading and Empowering Others
a. Creates the conditions that enable the team to perform at its best (e.g., setting clear direction, providing appropriate structure, getting the right people, obtain needed resources).
b. Monitors performance against clear standards, and addresses performance issues promptly and takes action to get performance back to desired levels.
c. Proactively asks for feedback on own performance from team members, aiming to become more effective.
1.5 Self-awareness and Self Control
a. Withholds effects of strong emotions in difficult situations.
b. Keeps functioning or responds constructively despite stress.
c. May apply special techniques or plan ahead of time to manage emotions or stress.
1.6 Strategic and Innovative Thinking
a. Recognises opportunities or potential problems, before they become obvious, by seeing the connections in a range of sources of information, including insights from outside DBSA.
b. Restates complex knowledge in a way that makes it easier for others to understand.
c. Experiments with new approaches, tests scenarios, questions assumptions and challenges conventional thinking.
d. Creates new concepts that are not obvious to others, leveraging internal and external sources of information, to build incremental revenue and growth opportunities.
1.7 Teamwork & Cooperation
a. Acts to promote a friendly climate and good morale and resolves conflicts.
b. Creates opportunities for cross-functional working.
c. Encourages others to network outside of their own team/department and learn from their experience.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE
CREDIT ANALYST
Details
Credit Analyst (DBS220511-1) - DBSA Logo
Closing Date: 2023/10/04
Reference Number: DBS220511-1
Job Title: Credit Analyst
Job Grade: 16
Job Type Classification: Permanent
Location - Town / City: Midrand
Location – Province: Gauteng
Location – Country: South Africa
Job Profile (Downloadable) Job_Profile_Credit_Analyst_-_March_2022_Updated_Clean.pdf (183.25 kb) - 5/11/2022 9:17:33 AM
Job Description
The purpose of this position is to identify, measure, mitigate and monitor credit risk and by taking appropriate actions to ensure that the credit quality remains within the Bank’s acceptable risk appetite. This will be achieved by conducting detailed credit risk analysis by evaluating potential and existing clients’ capacity to borrow, by assessing, amongst others, their financial background, their ongoing ability to repay the borrowed credit and adherence to lending conditions throughout the term of the lending relationship.
Credit Risk Management and Monitoring
- Perform credit and financial analysis on new business deals and review of existing clients through analysis and interpretation of financial and economic metrics to ensure acceptable credit risk resulting in minimizing non- performing loans (NPLs) and/or write-offs.
- Provide detailed report/s on analysis, findings and recommendations tied to the assessment of credit risk.
- Present analysis, findings and recommendations that involves the borrower’s ability to repay.
- Develop and prepare spreadsheets and models to support analysis of new and exist credit/loan applications.
- Determine internal DBSA credit ratings and loss given default (LGDs) together with return on investments proposals that are acceptable to the Bank, on a risk vs return basis.
Form part of the deal closing team to:
- Negotiate covenants, collateral and legal conditions with clients and co-lenders, in accordance with the Bank’s approved key terms; and, disburse approvals in accordance with the Bank’s internal procedures and legal agreement conditions.
- Manage the ongoing credit risk on a portfolio of clients by pro-actively identifying problematic/high risk clients through regular reviews and industry updates, staying up to date with the latest market developments and conducting industry research when required.
- Monitor adherence to covenants and other legal agreements conditions on a continuous basis and discuss any deviations and possible concerns with Investment teams to remedy non-adherence. Escalate issues through internal procedures (e.g., rapid risk reviews) and/or to management where necessary.
- Manage, monitor, and communicate other credit risks associated with outstanding collateral, covenants and undertakings; and credit migration of clients on/off the Watchlist and NPLs book.
- Adhere to Bank’s lending protocols, risk management policies and procedures and ensure that they are fully complied with and that any policy breaches have been suitably addressed and mitigated.
Key Responsibilities
Financial Risk Management and Monitoring
Analyze and interpret the financial results and financial models for deals in Project Finance, Public Sector Entities- Local / Regional Government Entities, Higher Education Institutions and other Public Sector Entities e.g., Water Boards, Development Corporations and Utilities; as well as the integration of the outcome of the financial assessments with other specialist areas (e.g., Environmental, Social, Governance, Technical, Country) to identify and mitigate risk on investment proposals.
Analyze and evaluate financial structures for appraisals and decision-making, including but not limited to:
- risk management/hedging, investment funding and project finance structures/strategies
- perform specialized financial and / or cost analysis e.g., cash-flow analysis, “what-if” analysis and prepare related reports in the form of pro-forma financial statements
- compare and analyses forecasts with actual results and in doing so identify variances and trends
- identify the underlying principles, reasons or facts of information by breaking down information or data into separate drivers of credit and financial risk
- conduct the spreading of all financials (new deals and annual reviews), building of financial models/assessments of financial models, including revenue and expense forecasts.
- Stay abreast of changes in private and public sector financial reporting/accounting standards and principles in order to determine the impact thereof on the interpretation of the financial results for the purposes of credit analysis and financial risk determination.
Key Measures
- High quality of credit evaluation and financial risk assessment and reporting, not compromising on accuracy and speed to meet deadlines.
- Annual reviews completed (% complete by Value and by Number) for all clients in the portfolio, within the agreed timeframes.
- Effective collateral, covenant and undertakings monitoring, and reporting completed within agreed timeframes.
- Disbursements and NPLs achieved within agreed targets.
- Fully comply with the Bank’s key Governance & Compliance measurement requirements.
- Ongoing monitoring of high-risk clients and 100% of Watchlisted clients monitored and reported to and as required by the Portfolio Committee; and any other Committee so directed.
Expertise & Technical Competencies
Minimum Requirements
- A minimum Bachelor’s Degree in Financing, Accounting, Economics or Engineering.
- At least 3 years working experience (post Articles) in wholesale credit risk management, corporate or investment banking or similar, with strong analytical experience.
- Knowledge of Private sector (e.g., GAAP, IFRS) and Public Sector Financial Reporting (e.g., GRAP, IAS, IFRS, King IV, MFMA, PFMA), cost accounting and/or financial analysis and/or auditing and the Companies Act.
- Solid knowledge of the financial markets, banking, and municipal operating environment.
- Experience in analyzing, interpreting, and capturing of financial information in financial and credit rating models.
- Practical knowledge of Credit Risk Management and a broad appreciation of the range of Compliance and Enterprise Risk Management and Reporting practices.
- Proficient with Microsoft Office (MS- Word, MS Excel (at an advanced level of proficiency), MS PowerPoint, MS Outlook), Quantitative and Qualitative Credit Rating Models.
Demonstrated ability to:
- obtain data, perform in–depth credit evaluation of both quantitative and qualitative credit risks, and provide expert analysis.
- conduct debt sustainability analysis.
- deliver high quality reports for decision-making.
- Proven ability to effectively manage competing deadlines for projects in a high-pressure work environment.
Desirable Requirements
- Knowledge of financial structuring and doing business in Africa will be a distinct advantage.
- Honours degree in Finance or Accounting, CA(SA), Professional Body Certifications Qualifications (e.g., GARP CFA or FRM, CFI FMVA or CBSA) is an advantage.
Required Personal Attributes
Technical
Written & Verbal Communication
- Understands that different writing styles are required for different documents or audiences.
- Write effective correspondence, prepares questions and reports, statements of circumstance and briefing notes.
- Has a solid mastery of writing principles such as grammar, sentence construction etc.
- Able to present a theme in writing in an ordered, intelligible manner with well-structured and relevant supporting detail.
- Able to understand topic switches and use vocabulary of attitude.
- Reasonably fluent in speaking.
Presentation Skills
- Can reinforce key presentation points with examples.
- Is able to translate technical terminology into language understandable to the audience.
- Has insight into the audience’s behavior and motivation and responds appropriately and professionally, adapting communication style as appropriate.
Reporting
- Prepares both standard and non-standard reports to time and quality standards.
- Collate and analyses readily available and relevant data for inclusion in a report.
- Planning and Organizing
- Plans and manages multiple priorities and deadlines.
- Uses effectively advance time management processes to deal with high workload and tight deadlines.
- Organizes, prioritizes, and schedules tasks so they can be performed within budget and with the efficient use of time and resources.
- Achieves goals in a timely manner, despite obstacles encountered, by organizing, reprioritizing and re-planning.
- Data Collection and Analysis
- Skilled in the use of advanced/complex analytical techniques.
- Is able to use judgement to decide upon the most appropriate analytical techniques according to the situation
- Recognizes underlying principles, patterns, or themes in an array of related information, and determine whether additional information would be useful or necessary.
- Through an in-depth understanding of the business environment, reviews outputs of analysis to identify anomalies and draws conclusions, relating these to operational circumstances.
- Can model a range of scenarios covering all potential business circumstances and highlight potential risks/opportunities.
Behavioural
- Achievement Orientation
- Delivers work on time and quality and follows through on agreed commitments.
- Views new work experiences as an opportunity for growth.
- Reacts immediately to overcome setbacks and/or obstacles in order to meet goals.
- Recognizes and acts upon current opportunities.
- Customer Service Orientation
- Makes self fully available, especially when the customer is going through a critical period.
- Requests on-going feedback from customers and takes action in response to it; manages to retain and capitalize on existing customers.
- Takes the “extra step” to resolve customer issues appropriately, even in the case where they do not fall under own area of responsibility.
- Is aware of the level of service offered by the competition and provides more for customers than they expect.
- Attention to Detail
- Double-checks the accuracy of information or work.
- Ensures that the work produced doesn’t contain any errors.
Policy
The Development Bank of Southern Africa will endeavour to make appointments in line with its Employment Equity Policy and Plan. Applications from suitably qualified designated groups, especially people with disabilities, are encouraged.
The DBSA corporate culture fit requires clear, logical and analytical thinking grounded in good interpersonal skills, a sense of urgency and results orientated execution of duties. The ability to work collaboratively and finding practical yet innovative solutions is critical to success in a work environment that demands emotional resilience, accountability and responsible risk taking and management.
The DBSA reserves the right to amend or remove vacancies in line with organisational requirements.
All vacancies can be viewed on the DBSA website (www.dbsa.org) under Careers.
PLEASE APPLY HERE