Job Description

Job Purpose

To manage a portfolio of: equity type transactions from implementation through to termination and ensure that the defined transactional requirements reflected in the relevant approvals, transaction documentation and legal agreements are implemented and adhered to. In addition, to manage the entities in which the transactions are booked.

Job Responsibilities

Understand, implement, manage and maintain the transaction (and all related financial aspects) by complying with the terms of the legal agreements, complying with internal procedures and processes (e.g. loading and implementation of deals, diary reminders, payments, drawdowns, invoices, obtain relevant signatures, sending instructions to various departments, etc), applying knowledge of legislation and regulations (Companies Act, FICA, Tax Act, IFRS, Exchange Control, Bank's Act) to the transaction where applicable. Adhere to internal controls and procedures to alleviate risk and prevent losses by following internal procedures and agreed processes to effect financial management (prepare cash flows, obtain signatures, sending instructions to various departments, etc). Build trusting relationships with stakeholders through consistent and timeous communication and adherence to their requirements (systems and procedures) and evidencing an understanding thereof. Provide quality service delivery by being proactive, evidencing a good understanding of the transaction, adhering to deadlines and ensuring timely delivery of requests. Manage the entities in which the transactions are booked, including preparation of financial statements, management of funding, liaising on secretariat requirements, etc. Provide input during legal drafting processes, implement and manage transactions in accordance with legal and regulatory requirements and ensure full understanding of transaction. Prepare models and reminders for required activities by using available systems. Preparation of reports utilised by various areas of the bank, including the monthly lead schedule, analysis of management accounts, collation of six-monthly investment committee packs, etc Manage documentation by obtaining and saving supporting and legal documents in formats required and lodge with securities, where applicable. Essential Qualifications - NQF Level
Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Essential Qualifications- NQF Level

CA (SA)
Preferred Certifications

CA (SA)
Minimum Experience Level
2-3 years relevant financial experience in Merchant/Corporate banking.

Technical / Professional Knowledge

Conducting root cause analysis Research methodology Relevant software and systems knowledge Sharing information in different ways to increase stakeholders understanding Principles of financial management Governance, Risk and Controls Checking accuracy of reports and records Analysing and interpreting quantitative and qualitative data Behavioural Competencies
Communication Continuous Learning Initiating Action Work Standards Building partnerships Managing Work
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Please contact the Nedbank Recruiting Team at +27 860 555 566