Transactor at Watershed Consulting

Primary role

• Implement IB lending transactions to build sustainable revenue streams through the pursuit of unique and complex debt financing transactions.

Qualifications

• Matric
• CA(SA) or CFA/MBA

Professional Registrations

• SAICA – Chartered Accountant Board

Experience

• 5+ years banking/advisory experience in a Corporate Finance/Debt Advisory/Lending environment

Specific Role Requirements

• Assist principals and management in respect of strategic and divisional initiatives
• Delegate workstreams and timelines to team members and ensure transaction objectives are met
• Multi-tasking and effective time management
• Attention to detail whilst under considerable pressure
• Negotiation with difficult parties
• Managing relationships at a strategic partner level
• Ad-hoc projects

KPA’s

General – Duties and Responsibilities/tasks

• Lead the transaction to close by completing deal assessments, running various pricing scenarios, transaction structuring; negotiation legal documents, preparing credit applications and executing on compliance and presenting application to various approval committees.
• Leading and mentoring of analysts in the team
• Execute delegation from management in respect of divisional reporting, special projects and other business unit functions.
• Applying exceptional written and verbal communication skills with the specific ability to communicate concepts and ideas concisely and defend their validity
• Demonstrate the ability to participate in commercial dialogue with C-level individuals at key clients with emphasis on understanding and articulating business model, economic drivers and strategy.
• Evaluate deal progress in line with set objectives and tie lines by scheduling and leading progress meetings; following up on deliverables, scheduling review meetings with clients and reviewing own work before submitting to relevant stakeholders.
• Ensure timeous submission of credit reviews by effectively planning (setting deliverables, expectations and time lines), early engagement and following up on stakeholders on deliverables, delegating and reviewing associates work in assisting in deal implementation across various aspects of the transaction.
• Monitor and assess credit exposure for an increase in risk by assessing exposures for appropriateness, taking into consideration the client business performance and market conditions.
• Adapt to changes in all relevant legislation and industry trends by attending relevant training sessions or informal meetings with relevant divisions.
• Ensure appropriate allocation of revenue streams by submitting proposals to finance including a motivation for the recommended classification of the revenue.
• Manage internal stakeholder relationships by collaborating across all business clusters, clear communication,agreeing on objectives and time lines and requesting stakeholder input in decision making.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified time frames.
• Share knowledge and industry trends with team and stakeholders during formal and informal interactions.
• Contribute to developing new and or enhanced processes (e.g. operational processes), that will improve the functioning of stakeholders business by highlighting benefits in support of the implantation of recommendations.