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NATIONAL EMPOWERMENT FUND (NEF) 
 


​INVESTMENT ASSOCIATE (TOURISM)
Listing reference: nef_000132
Listing status: Online
Apply by: 5 September 2025
Position summary
Industry: Financial Services
Job category: Banking, Finance, Insurance. Stockbroking
Location: Sandton
Contract: Permanent
Remuneration: Market Related
EE position: Yes
 
Introduction
To ensure the fund achieves its investment goals, customer service, business growth and client retention objectives in line with the mandate by sourcing deals and managing the entire process from origination through to disbursement.
 
Job description
  • Source deals, assess their viability and prepare submission report to the credit committee,
  • Prepare submission to relevant committee for Due Diligence approval,
  • Compile a Due Diligence work plan, negotiate a lending project term sheet and structure the deal to meet the client requirements, all under the supervision of the Investment Principal,
  • Post DD approval conduct technical research and provide input on the deal structure,
  • Maintain responsibility of the transaction, preparation of project appraisal to risk,
  • Leverage funding structure that suits the client and minimises the NEF exposure,
  • Operate as the transactions leader and maintain accountability for managing all aspects of converting a transaction from application to final approval,
  • Establish and manage relationships with clients, financial institutions, sector players and other counterparties for originating and sourcing of the deals,
  • Product development: establish innovative structured finance solutions for clients,
  • Analyse financial outcomes, define pricing strategy and development impact,
  • Manage the funding process in conjunction with the legal and post investment department,
  • Negotiate documentation or legal terms with all related internal and external stakeholders,
  • Undertake the collection of project documents once the deal is approved by respective committees,
  •  Ensure the communication reaches the client once the deal is approved.
 
Minimum requirements
Experience / Skills Required
  • Minimum of 5 years’ experience in deal-making, preferably with exposure to tourism, hospitality, or related sectors.
  • Deal origination to source quality deals,
  • Network building and use of professional relationship to yield a flow of quality leads,
  • PC literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint,
  • Understanding of NEF mandate and investment guidelines,
  • Should possess good analytical and modelling skills and be able to apply NEF’s financial modelling methodologies,
  • Develop and market NEF’s Tourism and Rural Fund products to potential clients and stakeholders,
  • Should possess amongst other the following skills in order to be able to conduct due diligence exercise:
    ❖ Accounting and/or auditing, law, tax;
    ❖ Should be able to gather data from all relevant sources, including industry experts;
    ❖ Be able to communicate at all levels and use interviews to gather data necessary in compiling investment          reports;
    ❖ Have good writing skills;
    ❖ Be able to identify risks and recommend relevant risk mitigants;
    ❖ Understanding of various investment instruments and be able to structure deals and to apply them in relevant investment circumstances;
    ❖ Ability to negotiate terms and conditions of investment to minimize risk in each transaction;
    ❖ Communication and presentation skills to present investment reports to various committees for approval.
 
Qualification Requirements
  • B. Com Degree (Finance, Accounting, Business Economics);
  • Deal structuring and implementation;
  • Financial modelling and Business valuation methodologies. 
Preferred
  • CA(SA) and/or MBA with demonstrated experience in tourism and/or acquisitions.
 
Personal Attributes/Behaviours/Attitudes
 
Cognitive Competencies
  • Analysis and Attention to Detail
  • Creative / Innovation
  • Judgement and Decision Making
  • Problem Solving & Learning Agility 
 
Intrapersonal Competencies
  • Assertiveness
  • Drive and Result Orientation
  • Ethical Judgement
  • Excellent / Quality Orientation
  • Resilience and Stress Management
  • Time and Self- Management
 
Interpersonal Competencies
  • Building Relationships
  • Building Strategy Relationships/ Networking
  • Customer Service Orientation
  • Teamwork
 
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​INVESTMENT PRINCIPAL
Listing reference: nef_000131
Listing status: Online
Apply by: 5 September 2025
Position summary
Industry: Financial Services
Job category: Banking, Finance, Insurance. Stockbroking
Location: Sandton
Contract: Permanent
Remuneration: Market Related
EE position: Yes
 
Introduction
Responsible for overseeing the implementation of investment decisions by managing the investment team and supporting them during deal presentations. Conduct post due diligence quality reviews to ensure compliance with NEF's requirements. Furthermore, drive the generation of a robust deal pipeline to meet departmental targets and support the Fund Manager in executing the department’s strategic initiatives. Also, serve as the technical lead in developing portfolio projects aligned with departmental targets.
 
Job description
Undertake business development and position NEF as preferred lender for BB-BEE transactions
  • Initiate and develop new business strategies and opportunities
  • Create a pipeline of development impact projects for the Fund
  • Appraise new investment and allocate to investment associate for consideration
  • Manage the due diligence process and monitor related documents according to the required standards.
  • Ensure that the department meets the quarterly and annual targets on approvals, commitments and disbursements as per the approved targets
Monitors investment opportunities
  • Assist the team in performing detailed analysis of investment opportunities, including commercial analysis, financial modelling and risk and pricing and NEF mandate
  • Oversee disbursements to approved projects as well as monitor a project’s progress post investment
  • Ensure deal closure by taking responsibility for optimal financial, institutional and legal structuring
  • Provide innovative and flexible financial structures for complex transactions
  • Ensure that all disbursement files are reviewed for completeness before release to Fund Manager
  • Identify opportunities to initiate viable projects, project origination through the facilitation of project preparation, and business plans with the intention of providing funding
Investment Reporting
  • Review Investment reports and make sure they are of good quality prior to submission
  • Prepare Investment Committee (FMIC, EXCO IC and Board IC) papers on investment opportunities for consideration
Build and maintain good customer relations with key strategic partners
  • Periodically visits to key stakeholders and maintain communication with clients in order to keep good client relations
  • Facilitates proper project documents submission for the purpose of governance with regards to the project progress appraisal process.
  • Participate in Steering Committees and Boards of the various projects/businesses
Investment management
  • Manages the implementation of investments process for maximum return on investment
  • Monitors the disbursement in accordance with the NEF processes
  • Manage relationships with the relevant project stakeholders, partners, and lead promoters, in accordance with the project’s objectives
 
Minimum requirements
Experience / Skills Required
  • Minimum of 8 years’ experience in deal making environment
  • Minimum of 3 years people management experience
  • 5 years project investment exposure in a financial/investment environment
  • Due Diligence analysis and exposure
  • Financial Modelling tools
  • Project Management
 
Qualification Requirements
  • B. Com: Business Finance, Accounting, Economics and Agricultural Economists
  • Honours in Finance/Accounting, Economics and Agricultural Economists an advantage
 
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
  • Analysis and Attention to Detail
  • Conceptual / Big Picture Thinking
  • Creative / Innovation
  • Focus & Sustained Attention
  • Judgement and Decision Making
  • Problem Solving & Learning Agility 
 
Intrapersonal Competencies
  • Assertiveness
  • Drive and Result Orientation
  • Decisiveness & Action Orientation
  • Time and Self- Management
  • Objectivity 
 
Technical Competencies
  • Business and Financial Acumen (includes ability to identify and manage risks
  • Technical / Professional Competence 
 
Leadership Competencies
  • Leadership & Supervising
  • Resilience
  • Decisiveness in Execution
  • Teamwork
  • Strategic Thinking
  • Influence
 
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