Job Summary
To ensure effective & efficient deal origination, structuring, execution and closure.
Responsibilities
Job Duties/Responsibilities:
Company and Sector Analysis to create deal flows- deal origination.
Preparation of proposals to drive deal origination process
Business analysis/ financial modelling to develop innovative financing options and effective deal structuring
Use financial modelling to predict outcomes
Negotiating and structuring financial deals
Assess and predict financial risks and returns
Effective liaison with the Research Unit for technical analysis and deal recognition.
Unsolicited financial advisory: Identify companies and render advisory services to companies based on in-depth knowledge & understanding of industry developments.
Distribution network: Maintain an effective network of deal takers- PE firms, development banks, private investors, and institutional investors for effective distribution of mandates-originated and structured deals.
Effective and efficient follow up/ follow through on mandates originated to ensure adequate follow through and profitable/effective deal closure.
Relationship Management & Customer Service:
Client relationship management: maintain an effective flow of communication with existing and new clients
Maintain/ manage an adequate flow of information between client companies and potential investors throughout the deal negotiation stage to ensure the effective closure of ongoing transactions.
Ensure clients’ records and transactions are handled with utmost confidentiality before, during and after deal execution.
Ensure effective record-keeping of all details relating to transactions handled on behalf of clients for the statutory period or as dictated in the unit’s manual of operations whichever is longer.
Provide technical support to the business development desk to spot and secure target mandates
Contribute to competitive bids, proposals and formal presentations
Ensure cost efficiency and timeliness in the execution of mandates handled by the unit and provide summary reports on all mandates executed upon completion for review by the unit.
Ability to handle all aspects of transaction execution including transaction packaging, analysis and preparation of offer memorandum, valuation and pricing, project evaluations, liaison with transaction parties and regulators, etc.
Networking: Ensure effective networking across the industry value chain to aid effective deal origination, structuring and financing
Transaction tracking: Ensure adequate tracking of transactions across the industry for effective participation and traction.
Any other responsibility assigned by the Team Lead
Requirements
QUALIFICATION/EDUCATION:
Bachelor’s degree or its equivalent
Relevant Professional Qualifications (such as CFA, ACCS, CIS, AFM, etc.) will be an added advantage
WORK EXPERIENCE:
1-2 years experience in a Financial Advisory capacity with hands-on participation/experience in Financial Modelling, Deal packaging, and transaction structuring - (Analyst)
At least 2-3 years experience in the financial services sector out of which 1-2 years must have been spent in a Capital Markets Advisory capacity - (Senior Analyst)
At least 4-5 years experience in the financial services sector out of which 3 years must have been spent in a Capital Markets Advisory capacity - (Associate)
SKILLS & COMPETENCIES:
Skills/Knowledge
Good technical analytical skills
Strong finance modelling skills
Good project/business evaluation skills
Excellent decision-making skills
Strong negotiation skills
Excellent initiative & problem-solving skills
Proactive and highly motivated; able to follow through
Excellent Team spirit
Excellent coordination skills
Strong IT skills- strong proficiency in Excel, PowerPoint and Word
Strong numeric skills
Multitasking capabilities
Attributes
Leadership
Must possess good listening skills
Must be goal-orientated, responsible and skilled
Must possess excellent coordinating skills
Excellent Supervisory Skills
Ability to teach and impact others
Proactive decision-maker
Ability to forecast the market
Ability to pay attention to details
Ability to question assumptions
Ability to seek a richer set of alternatives
Ability to proactively measure performance.
Self-starter
Must be an energetic person with unusual initiative
Must be resilient
Must be proactive and result-oriented
Ability to work with minimal supervision
Ability to work within stringent timelines
Sound ethics and integrity.
Must be discernibly honest and of consistently upright character
Must be ethical i.e. must follow the ideals and responsibilities of the investment banking industry as set out in the code of ethics guiding operations and operators in the industry.
Capacity to maintain the confidentiality of sensitive information