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NATIONAL EMPOWERMENT FUND (NEF)
INVESTMENT ASSOCIATE
Listing reference: nef_000207
Listing status: Online
Apply by: 10 November 2026
Position summary
Industry: Financial Services
Job category: Other: Banking, Finance, Insurance, Stockbroking
Location: Sandton
Contract: Fixed Term Contract
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 submissions report to the credit committees;
- Prepare submissions to relevant committee for Due Diligence approval;
- Compile Due Diligence work plans, negotiate a lending project term sheets and structure the deals to meet the client requirements, all under the supervision of the Investment Principal;
- Post DD approval, conduct technical research and provide inputs on the deal structure;
- Maintain responsibility of the transactions, preparation of projects 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 4 years’ experience in deal making environment;
- Experience in deal origination to source quality deals, deal structuring and implementation;
- Network building and use of professional relationship to yield a flow of quality leads;
- Experience in financial modelling and Business valuation methodologies;
- 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;
- Business development and marketing of Rural Fund products;
- 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, Agricultural Economics, Business Economics);
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
INVESTMENT ASSOCIATE
Listing reference: nef_000206
Listing status: Online
Apply by: 10 November 2026
Position summary
Industry: Financial Services
Job category: Other: 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
Deal execution:
- Ensure deal structuring and pricing in line with NEF’s product criteria and mandate. Ensure accurate capturing of terms on the standard NEF Template.
- Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those raised by FMTPFC committee) as well as mitigating factors.
- Develop financial model on due diligence outcomes.
- Negotiate terms and conditions of investment to minimize risk in each transaction.
- Ensure shareholders / investment agreements are reviewed for input by legal.
- Prepare and present investment report to FMTPFC and investment committees within pre-agreed timelines.
- Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission to Fund Manager and/or external circulation.
- Ensure that all disbursement files are reviewed for completeness prior to release to Fund Manager.
- Work with a Senior Investment Associate, Fund Manager and the rest of iMbewu leadership to ensure high quality transactions and superior client service.
- Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to disbursement.
Risk Management:
- Ensure portfolio growth and management through number and value of deals.
- Minimize impairments and maximise collections to ensure portfolio sustainability.
- Risk Management thorough conducting quality due diligence processes.
Customer Service & Ad Hoc Tasks:
- Ensure high level of service to clients when executing deals.
- Ensure that clients are regularly kept abreast of the progress on their applications.
- Promptly respond to any queries from clients regarding their applications in the pipeline.
- Promptly follow up on leads forwarded by Fund Manager, DE, CEO, other managers and from third parties.
Minimum requirements
Experience / Skills Required
- 3 years deal execution experience.
- Deal making experience and ability to structure deals, financial modelling and negotiating skills.
- PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.
- Understand NEF mandate and investment guidelines.
- Possess good analytical and modelling skills and be able to apply NEF’s financial modelling methodologies.
- Able to conduct quality due diligence exercises:
- Accounting and/or auditing, law, tax;
- Able to gather data from all relevant sources, including industry experts;
- Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
- Great writing skills;
- Able to identify risks and recommend relevant risk mitigation measures;
- Understand various investment instruments and able to structure deals and to apply them in relevant investment circumstances.
- Communication and presentation skills to present investment reports to various committees for approval.
Qualification Requirements
- B. Degree with specialisation in Structured Finance and / Business Finance
- CFA added advantage
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Tolerance of Ambiguity
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self- Management
- Objectivity
Interpersonal Competencies
- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork
Communication Competencies
- Conflict Management
- Influencing & Impact (incl. Negotiation)
- Presentation and Facilitation
- Verbal and Written Communication
- Persuasiveness / Selling Skills
Functional Competencies
- Anticipating and Managing Change
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Consulting / Advising
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence
- Programme & Project Management
INVESTMENT ASSOCIATE
Listing reference: nef_000205
Listing status: Online
Apply by: 10 November 2026
Position summary
Industry: Financial Services
Job category: Other: Banking, Finance, Insurance, Stockbroking
Location: Sandton
Contract: Fixed Term Contract
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
Deal execution:
- Ensure deal structuring and pricing in line with NEF’s product criteria and mandate. Ensure accurate capturing of terms on the standard NEF Template.
- Conduct due diligence on approved deals in line with guidelines and covering all the potential risks (including those raised by FMTPFC committee) as well as mitigating factors.
- Develop financial model on due diligence outcomes.
- Negotiate terms and conditions of investment to minimize risk in each transaction.
- Ensure shareholders / investment agreements are reviewed for input by legal.
- Prepare and present investment report to FMTPFC and investment committees within pre-agreed timelines.
- Ensure that screening papers and IC papers are reviewed for accuracy and quality assurance prior to submission to Fund Manager and/or external circulation.
- Ensure that all disbursement files are reviewed for completeness prior to release to Fund Manager.
- Work with a Senior Investment Associate, Fund Manager and the rest of iMbewu leadership to ensure high quality transactions and superior client service.
- Manage and ensure all stakeholders are in agreement and that the relevant documents are signed prior to disbursement.
Risk Management:
- Ensure portfolio growth and management through number and value of deals.
- Minimize impairments and maximise collections to ensure portfolio sustainability.
- Risk Management thorough conducting quality due diligence processes.
Customer Service & Ad Hoc Tasks
- Ensure high level of service to clients when executing deals.
- Ensure that clients are regularly kept abreast of the progress on their applications.
- Promptly respond to any queries from clients regarding their applications in the pipeline.
- Promptly follow up on leads forwarded by Fund Manager, DE, CEO, other managers and from third parties.
Minimum requirements
Experience / Skills Required
- 3 years deal execution experience.
- Deal making experience and ability to structure deals, financial modelling and negotiating skills.
- PC Literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint.
- Understand NEF mandate and investment guidelines.
- Possess good analytical and modelling skills and be able to apply NEF’s financial modelling methodologies.
- Able to conduct quality due diligence exercises:
- Accounting and/or auditing, law, tax;
- Able to gather data from all relevant sources, including industry experts;
- Able to communicate at all levels and use interviews to gather data necessary in compiling investment reports;
- Great writing skills;
- Able to identify risks and recommend relevant risk mitigation measures;
- Understand various investment instruments and able to structure deals and to apply them in relevant investment circumstances.
- Communication and presentation skills to present investment reports to various committees for approval.
Qualification Requirements
- B. Degree with specialisation in Structured Finance and / Business Finance
- CFA added advantage
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Tolerance of Ambiguity
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self- Management
- Objectivity
Interpersonal Competencies
- Building Relationships
- Building Strategy Relationships/ Networking
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork Communication Competencies
- Conflict Management
- Influencing & Impact (incl. Negotiation)
- Presentation and Facilitation
- Verbal and Written Communication
- Persuasiveness / Selling Skills
Functional Competencies
- Anticipating and Managing Change
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Consulting / Advising
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence
- Programme & Project Management
