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

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Relevant Honours, CA(SA), CFA

Essential Certifications

• CA(SA), CFA

Minimum Experience Level

• 3-5 years relevant sector / industry experience (Financial Services or other)

Technical / Professional Knowledge

• Business principles
• Business terms and definitions
• Business writing
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of project management
• Relevant regulatory knowledge
• Oral and written communication techniques

Behavioural Competencies

• Communication
• Continuous Learning
• Collaborating
• Stress Tolerance
• Quality Orientation
• Technical/Professional Knowledge and Skills