Associate, Corporate Financing Solutions,
Job Purpose.
To independently support the origination,
structuring and execution of assigned CFS debt solutions, across the deal
lifecycle to support the achievement of team/portfolio financial KPI’s and
enable the delivery of exceptional client experience.
Key Deliverables
People
- Provide on the job guidance to
new team members, analysts, graduates and interns to enhance their
understanding of applicable processes and standards and to enable improved
performance. Review the quality of work and provide feedback to promote
personal and professional development.
- Contribute towards realizing the
IB and CIB desired culture by modelling and displaying appropriate
behaviors, collaborating across the business and promoting team work.
Data
- Coordinate and collate
information for the purpose of tracking metrics (e.g. price benchmarking,
liquidity, market and client trends) to support the deal pipeline and grow
the IB business. Develop and maintain an up to date file of terms of deals
to use as a reference resource.
Financial Management
- Measure, monitor and report on
origination and financial performance of assigned deals to support
effective financial control. Contribute to regular (i.e. weekly / monthly)
as well as ad-hoc reporting, to enable decision making and prioritization.
Product
- Coordinate internal stakeholders
and processes, conduct due diligence, prepare and provide comments on
documents to drive the approval process and where required present at risk
and business forum for selected deals
- Review legal documents to ensure
compliance with credit sanctions, develop distribution material and
oversee the CP process and deal closing memo. Coordinate internal and
external stakeholders, act as the day-to-day interface with clients to
manage timelines ensuring successful deal execution
- Post disbursement work closely
with Coverage, Transaction Management Unit (TMU), Credit and other
relevant business teams to track and monitor allocated deals to provide
support and insight in managing exposure while ensuring ongoing governance
and business performance during the life cycle of the deal.
- Prepare all relevant information
required for deal negotiations and participate in aspects of deal
negotiations to agree the key terms of the transaction in line with the
need of client and CIB requirements.
- Interpret and understand
financial information, prepare financial models (e.g. Debt capacity
models) and assess financial outputs to effectively build and formulate
appropriate lending solution, term sheets and other supporting client
documentation.
Client
- Maintain and grow a network of
internal stakeholders (corresponding level) across wholesale clients
to facilitate and drive the transaction process
- Develop and maintain a network of
external stakeholders to stay abreast of market trends that contribute towards
the generation of insights and ideas for new product/solutions that
contribute towards enhanced brand reputation and market opportunities
- Stay abreast of developments and
trends in the market, industry, regulatory and client base by conducting
research and developing and / or reviewing insights to support and drive
existing deals, new opportunities and market developments.
- Participate in client engagements
as part of the deal team and when required confidently present aspects of
the proposal and pitchbooks to meet client engagements.
- Develop ideas and
recommendations to support and drive the content development of proposals,
pitch books and other content ensuring it is readily available and
delivered in a timely and quality manner that can be used in client
engagements.
Risk, Regulatory, Prudential & Compliance
- Adhere to applicable internal and
external policies, systems, processes and procedures to ensure compliance
with all relevant CIB risk, regulatory and business control requirements.
Guide team members to enhance their understanding and application of
standards, procedures and products.
- Utilise understanding of pricing
model, FTP, Capital regulations and risk frameworks to support the deal
process and generate relevant insights
- Complete pipeline information on
Salesforce Dot Com (SFDC) timeously and accurately to maintain pipeline
relevance.
Minimum Qualifications
- Type of Qualification: First
Degree
- Field of Study: Business
Commerce
Experience Required
- Lending – Corporate Financing
Solutions and Leveraged Finance
- Investment Banking
3-4 years
- Understanding and knowledge of
local and global Lending products / solutions to effectively develop and
present innovative client solutions. Effectively coordinating and
interacting with professionals, clients and key stakeholders in other
lines of business in the delivery of all Debt Solutions. Building complex
financial models, conducting research and analyzing large amounts of data
and information to develop and present reports to key stakeholders
5-7 years
- Working independently and
managing concurrent work processes and driving delivery on multiple deals
/ projects with minimal supervision. Understanding of the Lending deal
process and life-cycle, with experience in executing deals from cradle to
grave. Banking experience and private equity, fund management, equity
analyst, consulting, relationship management (Coverage), business
development
5-7 years
- Working with and interpreting
relevant regulatory frameworks. Credit Risk or related field experience.
Behavioral Competencies:
- Articulating Information
- Checking Details
- Developing Expertise
- Embracing Change
- Examining Information
- Interacting with People
- Interpreting Data
- Inviting Feedback
- Producing Output
- Taking Action
- Team Working
- Upholding Standards
Technical Competencies:
- Deal Appraisal
- Deal Negotiation
- Economic Research
- Financial Analysis
- Local Market Knowledge
- Strategic Planning and Reporting
How to Apply