- Assist in the preparation of credit papers (EOIs, applications, memos, updates, reviews) by conducting historical financial analysis, financial modelling & debt scoping with related commentary, Industry & competitor analysis and sanctions screening.
- Assist with the review of legal documents by cross referencing approved terms sheets to draft legal agreements and ensure incorporation of all other commercial terms in the legal documents.
- Support the building and maintaining of external stakeholder relationships by setting up meetings on behalf of associates & principals, drafting list of requirements from clients and taking notes in relevant forums.
- Build and maintain internal stakeholder relationships by liaising and collaborating with relevant stakeholders and facilitating the sign off of relevant transactions.
- Ensure completion of high quality credit papers within specified timelines by planning, scheduling, researching & gathering information, managing own time, reviewing own work and preparing in advance.
- Support effective execution of transactions by applying your skills, modelling, researching and analysing investment proposals.
- Meet performance targets by executing transactions in collaboration with internal and external stakeholders.
- Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan.
- 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.
- Professional Qualifications/Honour's Degree
- CA(SA), CFA
- Relevant product knowledge
- Relevant tax and legal knowledge
- Microsoft Excel
- Data modelling tool
- Business writing skills
- Client Service Management
- Microsoft Powerpoint
- Financial Accounting Principles
- Business Acumen
- Principles of project management
- Develop training material
- Business administration and management
- Risk management processes and Frameworks
- Execution
- Planning and Organizing
- Building Partnerships
- Building Customer Loyalty
- Influencing
- Decision Making
- Coaching
Associate Principal: Energy Finance - Johannesburg, South Africa - Nedbank
Description
Job Purpose
To assist in executing and implementing complex transactions with targeted clients of the bank related to lending and other structured transactions (non-vanilla lending).
Job Responsibilities
Essential Qualifications - NQF Level
Preferred Qualification
Chartered Accountant , Chartered Financial Analyst (CFA),Master Degree in Sciences or Legal.
Essential Certifications
Chartered Accountant (SA), Chartered Financial Analyst, Chartered Institute of Management Accountants (Not essential)
Essential Certifications
Minimum Experience Level
6 - 8 years relevant experience.
Relevant lending experience and a demonstrated track record of originating, structuring and executing transactions within the organisation.
Deep knowledge and experience of funding in the South African market and/or Rest of Africa , including relevant tax knowledge and experience; and a developed network in those markets as well as a proven ability to execute on transactions. Appropriate knowledge of debt and/or lending principles and execution as relevant to corporate and investment banking.
Technical / Professional Knowledge
Behavioural Competencies
Employment Equity Statement
Preference will be given to individuals from underrepresented groups.
Please contact the Nedbank Recruiting Team at