Senior Associate: Private Equity at Nedbank

Job Purpose

• To assist with conceptualising; identifying; developing and executing profitable private equity transactions; in line with Nedbank CIB's business strategy.

Job Responsibilities

• Build sound client relationships (existing and new clients) by clear communication; regular meetings and setting clear objectives and timelines.
• Formulate and pitch ideas/solutions for clients that drives new business origination that enables clients to meet their objectives.
• Achieve financial results set by management by assisting principals in securing mandates which contribute to improved client service.
• Assist in the structuring of deals and advising of clients on funding options by originating; arranging; implementing and refinancing of private equity transactions for clients cost effectively; on time and within risk parameters.
• Assist in the structuring; origination; implementation; and managing of deals; taking corrective action when required; by assisting in compiling and pitching presentations to prospective clients; compiling investment papers for presentation to Investment Committee for new and existing deals and assisting Transaction Management; Finance and other stakeholders on the implementation of deals.
• Cross-sell other products offered by Nedbank by keeping abreast of Nedbank's offerings in terms of quality; cost; business expectations and compliance.
• Support effective execution of transactions; complying with risk standards; monitoring and taking corrective action when required by modelling; researching; analysing investment proposals and executing legal agreements.
• Improve deal origination by providing multidisciplinary solutions; identifying and resolving work problems and delivering the required output to clients; and refining and enhancing coverage.
• Ensure deals are implemented appropriately; and adhere to policies; procedures and regulatory requirements by developing; maintaining; and running financial models.
• Build and maintain sound professional relationships by understanding client needs and consistently meeting their needs.
• Develop collaborative client and internal relationships by providing high quality advice; execution; and delivery on new and existing transactions meeting business needs.
• Meet and exceed client needs constantly by maintaining open channels of communication with internal stakeholders and ensuring smooth workflow.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
• 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.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• 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

Essential Qualification

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Honours/ CFA/ CA(SA)/ LLB/ MBA

Minimum Experience Level

• 3 years experience in a relevant industry or investment banking

Technical / Professional Knowledge

• Business Acumen
• Business principles
• Business writing
• Data analysis
• Governance, Risk and Controls
• Principles of financial management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Relevant product knowledge

Behavioural Competencies

• Applied Learning
• Communication
• Collaborating
• Building partnerships
• Managing Work
• Technical/Professional Knowledge and Skills