Job Description

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 quality

advice; 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 goals

by participating in the client Culture building initiatives (e.g. staff surveys etc).

• Participate and support corporate responsibility initiatives for the achievement

of business strategy (e.g. Green Strategy).

• Seek opportunities to improve business processes and systems by identifying

and recommending effective ways to operate and adding value to the client.

• Support the achievement of the business strategy, objectives and values by

reviewing 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 specified

timeframe.

• 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 Degrees

Preferred 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 Acumen
• Business principles
• Business writing
• Data analysis
• Governance, Risk and Controls
• Principles of financial management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Relevant product knowledge

Behavioural Competencies

• Applied Learning
• Communication
• Collaborating
• Building partnerships
• Managing Work
• Technical/Professional Knowledge and Skills