The Investment Officer is responsible for setting and
executing the Group's capital allocation strategy to maximise distributable
income per share and growth in net asset value per share, balancing income
distribution, growth and balance sheet strength.
The role drives total shareholder return through disciplined
investment decisions aligned to market expectations, valuation metrics and REIT
sector benchmarks. Working closely with the CEO and CFO, the Investment Officer
oversees capital deployment into development pipelines, ensuring appropriate
risk -adjusted returns, timing and alignment with the Group's strategic
objectives.
The role is also responsible for:
- Evaluating
group performance against strategic goals and peers.
- Optimising
the capital structure and managing investments.
- Identifying
and assessing new investment opportunities.
- Preparing
and presenting investment proposals to the Investment Committee.
- Driving
asset disposal and capital recycling strategies.
- Providing
strategic input into decisions to buy, sell or retain investments.
Balance Sheet Management
Output: Optimise capital structure considering risk
appetite and growth targets.
- Lead
optimisation of the Group's capital structure with support from CFO,
Funding Officer, Financial Managers and Asset Managers.
- Analyse
impacts of new investment strategies and transactions.
- Assess
outcomes of scenario analysis and stress testing on capital structure,
performance and liquidity.
- Monitor
asset mix optimisation between investments and developments.
- Review
peer analysis relating to capital management and performance benchmarking.
- Perform
and present tenant financial reviews and benchmarking.
- Present
annual asset reviews with Asset Management Executive.
Legal Risk Management
Output: Ensure legal obligations are implemented
throughout the Company.
- Oversee
implementation of legal risk frameworks and practices.
- Provide
strategic support and direction to the Head of Legal Commercial.
Performance Measurements
Output: Assess and support performance measures to
monitor portfolio growth and value.
- Review
performance measurements across individual assets, portfolios and Group
level.
- Assess
actual and forecast asset performance to identify mature or
underperforming assets.
- Support
debt structuring initiatives to optimise performance.
- Build
financial models to forecast investment performance.
- Predict
investment performance considering economic conditions.
- Support
development of predictive models and long -term financial plans.
Transaction Execution
Output: Play an integral role in structuring new
transactions.
- Assist
dealmakers and development teams with structuring and approval of new
investments.
- Prepare
Investment Committee approval papers.
- Secure
funding for new investments with CFO and Funding Officer.
- Coordinate
transaction implementation through internal approval processes.
Investment Committee
Output: Ensure investment proposals are finalised and
presented on time.
- Coordinate
Investment Committee meetings and documentation.
- Assist
dealmakers in preparing complete investment proposals.
- Support
presenters at Investment Committee meetings.
Investor Relations
Output: Oversee Investor Relations management.
- Develop
Investor Relations strategy and plans.
- Build
relationships with key shareholders.
- Handle
Investor Relations queries.
- Contribute
to:
- Investor
presentations
- Integrated
reports and results announcements
- SENS
announcements
- Shareholder
and analyst communications
- Provide
quarterly REIT and real estate industry benchmark reporting to Exco.
Strategic Support
Output: Advise Executive Committee on performance and
strategic initiatives.
- Provide
strategic support to the CEO and Executive Committee.
- Participate
in:
- Executive
Committee
- Investment
Committee
- Combined
Assurance Forum (CAF)
- Divisional
meetings
- Board
strategy sessions
- Results
roadshows
- Provide
investment insights through analytics, scenario modelling and market
intelligence.
- Construct
and maintain company valuation models.
Investment Management
Output: Implement investment strategies and manage
risk.
- Engage
with investee company management.
- Manage
reporting requirements for shareholders and investment stakeholders.
- Attend
investee company board meetings.
- Ensure
investee company reporting compliance.
- Manage
shareholder voting processes.
- Support
accounting and investment performance evaluations.
- Obtain
SARB approvals and complete annual reporting.
Risk Management
Output: Identify and manage business risk.
- Ensure
compliance with relevant legislation.
- Govern
processes and systems to minimise risk.
- Implement
audit recommendations and resolve findings.
- Design
and maintain policies within area of responsibility.
Deputy Information Officer (POPIA)
Output: Ensure compliance with POPIA requirements on
behalf of the Company.
- Develop
and maintain privacy and information -processing policies.
- Manage
requests under POPIA and PAIA.
- Liaise
with the Information Regulator.
- Ensure
organisational compliance with POPIA.
- Maintain:
- Compliance
framework
- Personal
Information Impact Assessments
- PAIA
Manual
- Internal
access request procedures
- Employee
awareness programmes
Human Capital
Self -Development
- Identify
training and development needs.
- Implement
personal development plans.
Staff Management
- Obtain
approval for staffing requirements.
- Manage
role profiles and organisational structure.
- Manage
headcount according to approved plans.
- Conduct
performance reviews.
- Manage
individual development plans.
- Develop
succession plans.