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.
  

Requirements

• Minimum 10 years post-articles experience
  
• At least 3 years in a funding role within a corporate or investment banking environment
  
• Minimum 3 years Real Estate exposure