Asset Origination Deal Maker at Momentum Metropolitan Holdings Limited

Role Purpose
    
Responsible for the origination, negotiation, implementation and managing debt (vanilla, structured,
listed, unlisted) for shareholder guaranteed products (Balance Sheet Management) and third-party 
mandates (Momentum Investments). Optimise the credit assets you are responsible for, identify new 
credit opportunities and manage relationships with bank syndicate teams, treasurers, and CFO/CEO/s. 

Requirements    

• B.Com Accounting (Honours), B.Com Investments (Hons) or other relevant degree with at least 7 years’
• Experience in South African credit markets in an origination or credit role.
• CA(SA) and CFA will be 
• advantageous.

Duties & Responsibilities    

• Managing the South African Corporate Debt Team
• Develop and implement the corporate debt asset origination strategy that fits into the broader asset origination strategy to deliver on the yield enhancing objectives contributing to group earnings.
• Manage asset origination transactors and analysts within the South African Corporate Debt team.

Deal Origination

• Develop relationships with relevant market participants (investment banks, corporates etc) with the objective of originating new transactions.
• Manage existing relationships with existing borrowers, identifying new funding or upsizing opportunities.
• Negotiate terms and conditions, structure and implement transactions with banks and borrowers.
• Financial Modelling of transactions and performing stress analysis.
• Preparation of credit committee applications taking into account amongst others, transaction structure, risks (operational, financial, legal, regulatory and ESG), returns and portfolio requirements.
• Liaising with various internal departments (credit, portfolio management, legal, tax responsible investments, etc) as well as external advisors as is necessary to implement transactions.
• Review of legal agreements to give effect to the transactions.
• Management of deals through the life cycle of the transaction.

Stakeholder Management

• Ongoing interaction with the credit function and LDI portfolio management team.
• Presentation of deal pipeline at the Momentum Investment credit committee.
• To be a centre of expertise of credit for the Momentum Metropolitan group.

Competencies    

• Required Competencies
• Good understanding of the South African capital markets.
• Investment strategies and management of complex investments.
• Negotiates deals with third parties and will present proposed deals to the credit committee.
• Understanding of market risk
• Ability to analyse financial statements and management presentation with a view to identifying 
• business risk which could affect the credit risk of a transaction.
• Good written and verbal communication skills – ability to present technical topics to clients and 
• internal credit committee.
• Good network within the debt capital market.

Personal Attributes

• Excellent presentation skills
• Excellent interpersonal skills
• Motivational
• Entrepreneurial
• Independent thinker, yet operate within a team-based approach
• Flexible
• Ability to influence thinking and challenge norms