Associate Principal: Energy Finance

Job Family

Investment Banking

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

• 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.

Essential Qualifications - NQF Level

Preferred Qualification

• Chartered Accountant, Chartered Financial Analyst (CFA), Master Degree in Sciences or Legal.

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.