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Experience

    • South Africa
    • Financial Services
    • 200 - 300 Employee
    • Investment Associate
      • Feb 2022 - Present

      Portfolio Management – Monthly analysis and reporting on TWR clients (Managements Accounts, Bank statements, age analysis and debit orders), Monthly analysis of moratoriums instituted and performance analysis (Investment Reporting to Post Investment Committee).Investment Risk assessment – Identification, analysis, and acceptance or mitigation of uncertainty in investment decisions (restructuring and turnaround plans).Business restructuring – Assess and implement changes in the business’ financial and operating structure for sustainability and profitability (Assessing business models, amended operating models, repricing of facility and new markets). Business rescue practice – Facilitate the rehabilitation of a company that is “financially distressed” as defined by the Companies Act of 2008 (appointment of a BRP and monitoring and implementation of a Business Rescue Plan).Business valuation – Assessing a business as a going concern through various valuation methods (DCF, NAV, P:E ratio, Company Comparisons and Leveraged Buyouts for businesses we wish to exit) and assess the position of our securities in a business (assets-backed investments – GNBs).Negotiation of deal terms, investment structures and restructuring – Legal contracts and loan agreements implementations and monitoring.Preparation and submission of investment reports to the relevant NEF Investment Committees, including portfolio performance reporting on existing investments – Portfolio reporting and monitoring

    • Financial Analyst
      • Jun 2020 - Mar 2022

      Turnaround, Workout and Restructuring.Portfolio Management, Investment Risk assessment, Business restructuring, Business rescue practice, business valuation, Negotiation of deal terms, investment structures. Preparation and submission of investment reports to the relevant NEF Investment Committees, including portfolio performance reporting on existing investments.

    • Investment Analyst
      • Nov 2016 - Jun 2021

      Screening of applications for funding in accordance with NEF mandate; Assessment of business plans for viability, proof of market, technical skills required and sustainability of the business; Conduct industry-specific research and desktop or other forms of feasibility studies on potential businesseslinked to Broad-Based Black Economic Empowerment (B-BBEE), Develop financial models (budgets,forecasts and valuations) to assess financial risk and viability of the business, determine ability of the business to service the loan. Negotiation of deal terms, investment s tructures, valuation and legal or other documentation of potential investments . Preparation and submission of investment reports to the relevant NEF Investment Committees, including portfolio performance reporting on existing investments.• Recently, I worked on a deal which was the first event transaction for the fund which will be co-funded by the newly flashed Department of Arts and Culture venture capital fund. Project exposure c.a. R 1.3m• Worked on a deal which is going to be the first manufacturing transaction for the fund. Project Exposure c.a. R 11m• Help introduce the fund to new projects and sectors while keeping in line with the organisation’s mandate and fund budget

    • Graduate Trainee Regional Business Analyst
      • Apr 2014 - Oct 2016

    • Task Team President
      • Jan 2012 - Dec 2013

    • Tutor (Business Statistics and Managerial Finance)
      • Jan 2012 - Dec 2013

    • Founder
      • 2008 - 2009

Education

  • 2010 - 2013
    University of Limpopo
    Bachelor of Commerce (BCom), Business/Commerce, General
  • 2010 - 2013
    University of Limpopo
    Bachelor of Commerce (BCom), Business/Commerce, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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