Investment Manager (Corporate Lending / Sales Orientated / Business Support / SME’s) at CA Global

The key purpose is to create a sustainable impact through serving entrepreneurs in the SME sector with risk capital and business support, helping them to realise their full business potential and achieve long- term success. The 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
• Analyse and thoroughly verify and cross reference key assumptions underpinning the business plan.
• 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.
• Restructure transactions that are viable and hand over those that are no longer viable
• Manage collateral and insurance policies
• Collect and record impact data and ensure data integrity, in line with the impact data strategy and policy
• Track performance of portfolio companies against the business financial plan. Identify any negative trends and deviations from the client’s operational and financial plan.
• Keep abreast of all government legislations and regulatory requirements which may affect the operations of the portfolio companies.
• Support the client in developing and implementing a robust business plan, financial plan and risk assessment and mitigation plan.

Requirements: Qualification and Skill

• Excellent experience bringing on board new business / clients / funds
• Advanced corporate lending experience 
• No less than 4 years Investment or finance experience in SME investment and demonstrated track record in investing or financing SMEs
• Advanced degree required
• MBA is preferred, as well as CFA or ACCA
• Excellent financial and analytical skills
• Good credit management skills
• Written and spoken fluency in English essential