1. ADVANCING B-BBEE
1.1 Screening and Processing of Enquiries and Applications
Effectively screen, prepare and refer quality applications to Funds in line with Company mandate and turnaround times 1.2 Management of pipeline
Ensuring that all applications received are screened; declined or withdrawn in no more than 5 days on CRM. 1.3 Queries & Complains plus Effective Client Communication
Limit formal complaints on all received applications to no more that 3% of total applications screened for the period. Ensure that acknowledgement letters are sent to clients within 3 days. 1.4 Approvals of Applications
Ensure that majority of packaged applications that were referred to the Funds should be approved by an Investment Committee; At least 50% of approved deals must have been presented by the Regional Manager to an Investment Committee. 1.5 Commitments and Disbursements of approved
Help ensure that deals approved are committed within required turnaround times. Help ensure that deals approved and committed are disbursed to clients within required turnaround times 2. MAXIMISING THE EMPOWERMENT DIVIDEND
Invest in Black empowered businesses that have high employment creating opportunities 2.1 Increase participation of Black Women in the Economy
Ensure that at least 40% of total deals approved should be owned and managed by Black Women. 3. OPTIMISING NON-FINANCIAL SUPPORT
Effective marketing of the Regional Office by facilitating & coordinating Company events and presentation in the Province and Activities should be captured in Quarterly Report; Update Regional Strategy annually; Ensure that Company’s Head Office culture is replicated in the Regional Office. 4. FINANCIAL EFFECIENCY & SUSTAINABILITY
4.1 Regional Portfolio Monitoring
Conduct Post Investment Unit monitoring and reporting of allocated portfolio of investments in your Province under the supervision of the Senior Post Investment Associate and Post Investment Manager as per agreed outputs. 4.2 Empowerment Dividend
Ensure 100% submission of Empowerment Dividend questionnaires are returned by investees withing agreed upon timelines, including accuracy thereof. 4.3 Credit Control and Impairments
Assist in completing the Portfolio Impairments model on a quarterly basis. Work closely with the Legal Department on litigation matters with a view to maximising legal collections and bring these matters to closure. Ensure that you meet your collection and impairment rates targets per year 5. INTERNAL PROCESSES PERSPECTIVE
5.1 Operate within allocated budget
Expenses at allocated budget should not be exceeded
5.2 Adherence to Systems and Procedures and management responsibilities
100% of suppliers engaged should have proper documentation and processes followed; Managed all existing Contracts and SLA’s. 5.3 Leadership – Administration
Provide effective administrative leadership in the office. 6. LEARNING AND GROWTH
Developing self; ad hoc tasks, capacity building and special projects in the region; Completion and adherence to Personal Development Plan. Attitude and willingness to learn. Qualifications
B Com, B Com (Hons), CFA, CA (SA), MBA, B. Engineering Preferred Post graduate degree in Finance, Accounting and/or Tax, and/or Auditing Experience/Skills Required
Have a working knowledge of SA Corporate law including the Companies Act, Minimum of five years’ experience in the SME funding environment, venture capital and/or development finance arenas, Sound technical and industry knowledge of the SME environment, Well-developed business networks and proven ability to generate deal flow, Strong technical and industry knowledge of the BBB-EE financing market including understanding of evolution of BBB-EE financing and BBB-EE Codes of Good Practice, Working knowledge of BBB-EE financing structures, equity investments and mezzanine financing structures, Some understanding of corporate finance disciplines such as valuation techniques, Working knowledge of financing documents such as sale and purchase agreement and shareholders agreements,
