Job Classification
Job Family - Investment Banking
Career Stream - Specialised Finance
Leadership Pipeline - Manage Self : Professional
FAIS Affected
Job Purpose
To assist with conceptualising; identifying; developing and executing profitable
Structured Finance solutions; in line with the client business strategy.
Job Responsibilities
- Achieve financial results set by management by assisting principals in securing mandates which contribute to improved client service.
- Assist in the structuring of deals and advising of clients on funding options by
originating; arranging; implementing and refinancing of Structured Finance
transactions for clients cost effectively, on time and within risk parameters.
Maintain market share of Structured Finance deals being accepted and implemented through client pitches.Assist in the structuring; origination; implementation; and monitoring of deals,taking corrective action when required; by assisting in compiling and pitching
presentations to prospective clients; compiling credit papers for presentation
to Credit Committee for new and existing deals and assisting Transaction
Management; Finance and other stakeholders on the implementation of deals.
Cross-sell other products offered by the client by keeping abreast of the client's offerings in terms of quality; cost; business expectations and compliance. Support effective execution of transactions, complying with risk standards; monitoring and taking corrective action when required by modelling; researching; analysing investment proposals and executing legal agreements. Improve deal origination by providing multidisciplinary solutions, identifying and resolving work problems and delivering the required output to clients; and refining and enhancing coverage.Ensure deals are implemented appropriately; and adhere to policies, procedures and regulatory requirements by developing; maintaining; and running risk and pricing models.Build and maintain sound professional relationships by understanding client needs and consistently meeting their needs.Develop collaborative client and internal relationships by providing high qualityadvice; execution; and delivery on new and existing transactions meeting
business needs.
Meet and exceed client needs constantly by maintaining open channels of communication with internal stakeholders and ensuring smooth workflow.Contribute to a culture conducive to the achievement of transformation goalsby participating in the client Culture building initiatives (e.g. staff surveys etc).
Participate and support corporate responsibility initiatives for the achievementof business strategy (e.g. Green Strategy).
Seek opportunities to improve business processes and systems by identifyingand recommending effective ways to operate and adding value to the client.
Support the achievement of the business strategy, objectives and values byreviewing the client and Business Unit Plan and ensuring delivered systems,
process; services and solutions are aligned. Identify training courses and
career progression for self through input and feedback from management.
Ensure all personal development plan activities are completed within specifiedtimeframe.
Share knowledge and industry trends with team and stakeholders during formal and informal interaction.Obtain buy-in for developing new and / or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations. (This was deleted but I think it is appropriate to be included).Job Responsibilities Continue
People Specification
Essential Qualifications - NQF Level
Advanced Diplomas / National 1st DegreesPreferred Qualification - Honours / CFA / CA(SA) / LLB / MBA
Essential Certifications
Preferred Certifications
Minimum Experience Level
6-8 years’ experience in a relevant industry or investment banking
Technical / Professional Knowledge
Business AcumenBusiness principlesBusiness writingData analysisGovernance, Risk and ControlsPrinciples of financial managementRelevant regulatory knowledgeRelevant software and systems knowledgeResearch methodologyRelevant product knowledgeBehavioural Competencies
Applied LearningCommunicationCollaboratingBuilding partnershipsManaging WorkTechnical / Professional Knowledge and Skills