Deal Writer

Purpose:

A financial services company is seeking a Senior Deal Writer who will be responsible for assisting with conceptualising, identifying, developing, and executing profitable Structured Finance solutions in line with the company’s business strategy.

Key Job Outputs:

1. Achieve financial results set by management by assisting principals in securing mandates which contribute to improved client service.
2. Assist in the structuring of deals and advising clients on funding options by originating, arranging, implementing, and refinancing structured finance transactions for clients cost-effectively, on time, and within risk parameters.
3. Maintain market share of structured finance deals being accepted and implemented through client pitches.
4. Assist in structuring, origination, implementation, and monitoring of deals, taking corrective action when required, by compiling and pitching presentations to prospective clients, compiling credit papers for presentation to the credit committee for new and existing deals, and assisting transaction management, finance, and other stakeholders on the implementation of deals.
5. Cross-sell other products offered by the company by keeping abreast of the company’s offerings in terms of quality, cost, business expectations, and compliance.
6. Support effective execution of transactions; comply with risk standards; monitor and take corrective action when required by modelling, researching, analysing investment proposals, and executing legal agreements.
7. Improve deal origination by providing multidisciplinary solutions, identifying and resolving work problems, and delivering the required output to clients while refining and enhancing coverage.
8. Ensure deals are implemented appropriately and adhere to policies, procedures, and regulatory requirements by developing, maintaining, and running risk and pricing models.
9. Build and maintain sound professional relationships by understanding client needs and consistently meeting those needs.
10. Develop collaborative client and internal relationships by providing high-quality advice, execution, and delivery on new and existing transactions meeting business needs.
11. Meet and exceed client needs constantly by maintaining open channels of communication with internal stakeholders and ensuring smooth workflow.
12. Contribute to a culture conducive to the achievement of transformation goals by participating in the company culture-building initiatives (e.g., staff surveys, etc.).
13. Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g., green strategy).
14. Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company.
15. Support the achievement of the business strategy, objectives, and values by reviewing the company and business unit plan and ensuring delivered systems, processes, services, and solutions are aligned.
16. Identify training courses and career progression for self through input and feedback from management.
17. Ensure all personal development plan activities are completed within the specified timeframe.
18. Share knowledge and industry trends with team and stakeholders during formal and informal interactions.
19. 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.

Core Competencies:

Technical

1. Business acumen
2. Business principles
3. Business writing
4. Data analysis
5. Governance, risk, and controls
6. Principles of financial management
7. Relevant regulatory knowledge
8. Relevant software and systems knowledge
9. Research methodology
10. Relevant product knowledge

Behavioural

1. Applied learning
2. Communication
3. Collaborating
4. Building partnerships
5. Managing work
6. Technical/professional knowledge and skills

Qualifications:

1. Essential – Advanced Diplomas/National 1st Degrees
2. Preferred – Honours/CFA/CA(SA)/LLB/MBA

Experience:

1. 6-8 years’ experience in a relevant industry or investment banking.

Salary: Market related

Should you not hear from us within 2 weeks, kindly consider your application as unsuccessful.

1. All personal information received will be processed in accordance with The Protection of Personal Information Act No. 4 OF 2013.