Investment Manager (Deal Origination / SME / Transaction development / Portfolio management) – Uganda

Location: Uganda, Uganda, Uganda
Date Posted: 21-04-2017
Investment Manager (Deal Origination / Transaction development / Portfolio management) – Uganda
 
Job Description:
The key purpose is to create a sustainable impact through serving entrepreneurs in the SME sector with risk capital and business support. Helping them realise their full business potential and achieve long- term success. The Senior Investment Manager delivers tangible value to the SME clients and by doing so, achieves financial and impact returns on his / her transactions.
 
Responsibilities:
  • Identify, develop and maintain deal referral networks
  • Measure and report on the effectiveness of such networks. Record all applications on Efront.
  • Identify prospect needs and effectively sell the company’s value offering to fulfil these needs
  • Screen applications efficiently, applying the company’s Viability Model and the investment strategy and policy framework. 
  • Analyse and thoroughly verify and cross reference key assumptions underpinning the business plan.
  • Build the financial model and conduct a proper risk assessment. Maintain verification records in line with the company’s document management system
  • Structure viable transactions in line with the company’s investment and pricing policy and product parameters.
  • Draft high quality, focused and concise screening and finance reports that allow for efficient decision making within agreed time frames. Build the financial model and conduct a proper risk assessment
  • Structure viable transactions in line with the investment and pricing policy and product parameters.
  • Draft high quality, focused and concise screening and finance reports that allow for efficient decision making within agreed time frames
  • Conduct a quarterly, formal portfolio visit and record the results on efront.
  • Follow up on all repayments due and make suitable arrangements to address potential arrears
  • Restructure transactions that are viable and hand over those that are no longer viable
  • Manage collateral and insurance policies on a quarterly basis and record results on Efront
  • Collect and record impact data and ensure data integrity, in line with the company’s impact data strategy and policy
  • Support the client in developing and implementing a robust business plan, financial plan and risk assessment and mitigation plan. 
  • Introduce best practices and formalize business where appropriate and 
  • Support implementation of a financial management system that produces monthly management accounts
  • Meet each client monthly and track performance of portfolio companies against the business financial plan. Identify any negative trends and deviations from the client’s operational and financial plan. 
  • Facilitate business linkages. Provide access to markets and business opportunities. Maintain a network of SME service providers.
  • Keep abreast of all government legislations and regulatory requirements which may affect the operations of the portfolio company’s 
  • Leverage the company’s expertise effectively for clients benefit 
  • Share success, knowledge and experience among the team and the wider network
  • Actively contribute to the team and collaborate within and across teams
Requirements: Qualification and Skill
  • 7 years’ experience of a demonstrated track record in investing or financing SMEs
  • Advanced degree required. An MBA is preferred, as well as CFA or ACCA. 
  • Excellent financial and analytical skills
  • Excellent credit management skills
  • Excellent deal origination skills and a well-developed network with the local SME business and finance community 
  • Written and spoken language fluency in English essential
Please apply directly, by clicking on the ‘apply now button’ and visit www.caglobalint.com for the latest CA Global jobs.
 
Robyn Brown
Recruitment Consultant     
CA Global – Banking, Insurance, Legal and Finance
 
Should you not receive a response in two weeks, please consider your application unsuccessful. Your CV will be kept on our database for any other suitable positions.
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