Investment Banker at Meristem Securities Limited

Job Summary

• To ensure effective & efficient deal origination, structuring, execution and closure.

Responsibilities

Job Duties/Responsibilities:

• Company and Sector Analysis to create deal flows- deal origination.
• Preparation of proposals to drive deal origination process
• Business analysis/ financial modelling to develop innovative financing options and effective deal structuring
  • Use financial modelling to predict outcomes
  • Negotiating and structuring financial deals
  • Assess and predict financial risks and returns
• Effective liaison with the Research Unit for technical analysis and deal recognition.
• Unsolicited financial advisory: Identify companies and render advisory services to companies based on in-depth knowledge & understanding of industry developments.
• Distribution network: Maintain an effective network of deal takers- PE firms, development banks, private investors, and institutional investors for effective distribution of mandates-originated and structured deals.
• Effective and efficient follow up/ follow through on mandates originated to ensure adequate follow through and profitable/effective deal closure.
• Relationship Management & Customer Service: 
  • Client relationship management: maintain an effective flow of communication with existing and new clients
  • Maintain/ manage an adequate flow of information between client companies and potential investors throughout the deal negotiation stage to ensure the effective closure of ongoing transactions.
  • Ensure clients’ records and transactions are handled with utmost confidentiality before, during and after deal execution.
  • Ensure effective record-keeping of all details relating to transactions handled on behalf of clients for the statutory period or as dictated in the unit’s manual of operations whichever is longer.
• Provide technical support to the business development desk to spot and secure target mandates
  • Contribute to competitive bids, proposals and formal presentations
• Ensure cost efficiency and timeliness in the execution of mandates handled by the unit and provide summary reports on all mandates executed upon completion for review by the unit.
• Ability to handle all aspects of transaction execution including transaction packaging, analysis and preparation of offer memorandum, valuation and pricing, project evaluations, liaison with transaction parties and regulators, etc.
• Networking: Ensure effective networking across the industry value chain to aid effective deal origination, structuring and financing
• Transaction tracking: Ensure adequate tracking of transactions across the industry for effective participation and traction.
• Any other responsibility assigned by the Team Lead

Requirements

QUALIFICATION/EDUCATION:

• Bachelor’s degree or its equivalent
• Relevant Professional Qualifications (such as CFA, ACCS, CIS, AFM, etc.) will be an added advantage

WORK EXPERIENCE:

• 1-2 years experience in a Financial Advisory capacity with hands-on participation/experience in Financial Modelling, Deal packaging, and transaction structuring - (Analyst)
• At least 2-3 years experience in the financial services sector out of which 1-2 years must have been spent in a Capital Markets Advisory capacity - (Senior Analyst)
• At least 4-5 years experience in the financial services sector out of which 3 years must have been spent in a Capital Markets Advisory capacity - (Associate)

SKILLS & COMPETENCIES:

Skills/Knowledge

• Good technical analytical skills
• Strong finance modelling skills
• Good project/business evaluation skills
• Excellent decision-making skills
• Strong negotiation skills
• Excellent initiative & problem-solving skills
• Proactive and highly motivated; able to follow through
• Excellent Team spirit
• Excellent coordination skills
• Strong IT skills- strong proficiency in Excel, PowerPoint and Word
• Strong numeric skills
• Multitasking capabilities

Attributes

Leadership

• Must possess good listening skills
• Must be goal-orientated, responsible and skilled
• Must possess excellent coordinating skills
• Excellent Supervisory Skills
• Ability to teach and impact others

Proactive decision-maker

• Ability to forecast the market
• Ability to pay attention to details
•  Ability to question assumptions
•  Ability to seek a richer set of alternatives
•  Ability to proactively measure performance.

Self-starter

• Must be an energetic person with unusual initiative
• Must be resilient
• Must be proactive and result-oriented
• Ability to work with minimal supervision
• Ability to work within stringent timelines

Sound ethics and integrity.

• Must be discernibly honest and of consistently upright character
• Must be ethical i.e. must follow the ideals and responsibilities of the investment banking industry as set out in the code of ethics guiding operations and operators in the industry.
• Capacity to maintain the confidentiality of sensitive information