Copy of Account Manager - Investment Funds

IDC has a portfolio Funds under management from various stakeholders. IDC also has invested Private Equity (PE) Funds. Monitoring and reporting of these funds requires a dedicated resource with relevant experience to monitor and evaluate IDC’s portfolio, assist in customer support and post investment management of same - to ensure IDC and the economy derive the financial and developmental benefits envisaged by these funds and investments.

Qualifications:

• Minimum qualification: relevant commercial or technical honours degree

Experience:

• Minimum 5 years’ experience in due diligence disciplines (e.g. Marketing, Technical or Financial) with regards to investing in Funds
• Monitoring and evaluation of investments
• Experience in interpretation of financial statements.
• Back-office support in the management of approved deals from first drawdown
• Proficiency in client relationship management and administration.
• Strong administrative and reporting skills.
• Strong financial skills and knowledge of accounting principles.

Internal / Operational Processes

• Support Senior Account Managers with the origination of investment opportunities based on strategic fit, developmental outcomes and economic viability.
• Develop framework, systems, and processes for management of the Fund portfolios.
• Draft and submit monthly reports to HOD on individual fund performance regarding developmental, financial returns.
• Support internal processes regarding individual fund performance and valuations.
• Risk identification and mitigation.
• Prepare and submit submissions for either Credit or Policy committees where required for approval.
• Maintain accurate client data for reporting purposes.
• Support Senior Account Managers with post investment support.

Customer Focus & Stakeholder Management

• Maintain meaningful relationships with portfolio clients in conjunction with different support functions in the IDC.
• Effectively interact with relevant SBU’s, departments and IDC Advisory Board/LPAC members to fulfil the process requirements in managing the PE portfolio.
• Manage and enhance the levels of service and communication to ensure the provision of client service excellence.

Learning, Leadership & People Growth

• Drive and manage own development to enhance own competencies.
• Participate in knowledge sharing in the team and cross-functional.
• Development of templates, processes and systems for administration and reporting purposes.

Technical/Functional Competencies:

• Financial and business acumen
• Data interpretation and analytics
• Back-office administrative skills
• Compliance management
• Investment/Portfolio Management
• Stakeholder Management & Customer Focus
• Result and solution-oriented.
• Planning and organizing (Timeousness in delivery)
• Report writing

Behavioral Competencies:

• Presentation and Communication skills
• Negotiation skills
• Relationship skills
• Attention to detail

Job Reference: IDC00405