Account Manager

From time to time the organisation is provided with capital from various stakeholders in order to provide financial assistance to clients in the form of loans and/or grants to deliver on specific mandates ultimately resulting in development returns aligned to the company mandate. This role includes the review and evaluation of assessment reports and applications in line with fund processes as well as present applications to relevant approval bodies however also requires involvement in other fund specific task such as post investment monitoring and project implementation. All tasks are aimed at contributing towards the Department’s objectives and industry development goals. The evaluation would include performing the financial, technical and marketing due diligence functions and ensuring risk identification and mitigation. QUALIFICATIONS: •CA (SA) or BCom Accounting degree e.g. BCompt, BEng / BSc or similar qualification •Honours Degree will be an advantage •MBA/MBL will be an advantage •Project Management Professional qualification (PMP) will be an advantage EXPERIENCE: 5 to 8 years’ experience in a Financial Institute/ Development Financing environment role with exposure to due diligence in a finance / banking. Should have at least 3 years’ experience in assessing the economic viability of businesses and/or projects Sound experience in a financial environment is essential Outstanding skills in respect of the analysis and interpretation of financial statements Sound knowledge of business and the diversity of risks that may affect businesses Good understanding of different types of security Good working knowledge of Company and Contract legislation Understanding of Economic trends Project management experience. Good writing and presentation skills, particularly to committees/boards Experience working in a high-level collaborative environment Ability to manage multiple competing priorities while building effective relationships Well organized and persistent, with drive and determination to achieve goals MAIN DUTIES AND RESPONSIBILITIES This role includes the following, but is not limited to: Financial / Shareholder Returns • Assess applications for funding • Review Resource Efficiency Reports • Ensure applications are in line with fund criteria • Assess economic viability and sustainability of applications • Prepare financial models and draft submissions • Participate in due diligence teams ensuring that businesses are financially viable and   sustainable. Internal / Operational Processes • Efficient management of allocated assessments and applications for funding, liaising   with applicants and assessors, conducting basic assessments, resolving queries and   conducting due diligences with other team members • Perform due diligence on applications for funding • Evaluate applications including financial, technical, or marketing disciplines through   due diligence investigations. • Designing and negotiating the financial, EHS, legal and other relationships between   the client and •Deal Optimization - Ensure that the deal is aligned with the strategic objectives of the department as specified by the funder and will contribute to meeting industry development goals •Conduct compliance assessments as required. •Initiate collation of all Conditions Precedent prior to handover to Post Investment team •Prepare drafting of submission reports for review in preparation of submission to the approval panel ensuring accurate client data management •Ensure signed reports are submitted to Admin for Project Approval Panel preparation and filling •Attend to and resolve queries during the application process Customer Focus Stakeholder Management • Maintain meaningful relationships with all relevant external stakeholders including assessors, enquirers, applicants and portfolio clients in conjunction with different     support functions in the company. • Ensure the provision of client service excellence and optimize service delivery in a manner that meets the client’s needs; • Efficient management of allocated applications for funding, liaising with applicants conducting basic assessments, resolving queries from applicants and conducting due diligences with other team members. • To effectively interact with the required departments in order to fulfil the process requirements related to any specific business transaction. •Manage and enhance the levels of service and communication to ensure the provision of client service excellence. •Inform Business Partner if application is not approved due to outstanding documentation or as a result of non-approval by the panel and update SAP. •Liaise with clients to ensure approved funding have been utilized appropriately •Liaise, communicate and promote the department externally. •Identify strategic data to be collected for each Business Partner and ensure this is     obtained. •Learning, Leadership People Growth •Drive and manage own development to enhance own competencies. •Build and maintain influential relationships with Business Partners •Ensure accurate and timeous delivery of service levels and key deliverables to achieve a high performance within the department General: Build and maintain a network of relationships across the Corporation. Partner with the team in building and managing investments to fulfil the mandate of the department in line with the IDC’s and department’s specific policies, systems procedures. Utilize own and expert knowledge, experience, multi-dimensional understanding and application of best practices in the fulfilment of the role. Manage and review key processes and procedures on a regular basis. Ensure that the applicant is familiar with all the relevant terms and conditions of the contractual relationship between IDC and its business partner. Assist the department in the development of annual business plans and formulation and implementation of strategies to execute the role of the department. TECHNICAL COMPETENCIES: Customer Insight Focus Stakeholder Management Financial modelling Business/Commercial Acumen Report writing skills Problem Solving Analytical Diagnostic Skills Project Management Skills Consulting Skills Report writing skills BEHAVIOURAL COMPETENCIES: Negotiating Influencing Resilience Deciding and Initiating. Planning Organizing Teamwork Presentation and communication skills Coping with Pressures and Setbacks

Location: Sandton, ZA

Posted Date: 1/18/2025