Origination & Client Coverage at Cardinal Stone

About the Role

• The role involves conducting thorough market research and analysis to identify trends, emerging markets and potential clients for general investment banking services.

Responsibilities

• Conduct thorough market research and analysis to identify trends, emerging markets and potential clients for general investment banking services.
• Cultivate and maintain relationships with largely corporate clients and institutional investors to understand their needs, objectives and challenges with a view to providing tailored financial solutions and position the Group’s services effectively.
• Collaborate with the Investment Banking, Trustees, Securities Trading, Registrars, Financing and Asset Management businesses to create compelling pitch materials, presentations and proposals that highlight the firm's expertise and tailor solutions to meet client needs.
• Secure transactions for the various CardinalStone businesses based on pre-agreed targets for each business.
• Proactively work with business leads on an ongoing basis to identify and assess potential transaction opportunities (across identified sectors) for the various businesses within CardinalStone.
• Maintain a well-organized pipeline of potential deals and opportunities; regularly update the status of prospects, client interactions and ongoing engagements.
• Prepare and maintain reports on business development activities, pipeline status and key performance indicators for weekly and monthly management review.
• Represent the firm at industry events, conferences and client meetings.
• Build a strong professional network to enhance the firm's visibility and reputation in the financial markets’ community.

Qualifications

• First degree in a Finance, Accounting, or Economics related course.
• Post Graduate Degree or MBA is an added advantage.
• NYSC Completed.
• Minimum of 5 years of experience in corporate banking, investment banking origination or related fields with a focus on business development, origination, or client engagement.
• Relevant professional qualifications (or ongoing certification program) such as ACA, ACCA, CFA will be an added advantage.

Required Skills

• Ability to organize and track overlapping tasks and assignments, with frequent priority changes.
• Proven proficiency in Microsoft Office products, especially Microsoft Excel and PowerPoint.
• Strong oral and written communication skills.
• Organizational skills.
• Impeccable research, quantitative and analytical skills, especially in explaining market events.
• Ability to work in a fast-paced, team-based environment with minimal supervision.
• Problem solving skills.
• Leadership skills.
• Networking skills.
• Good Interpersonal skills.
• Client Management.

Preferred Skills

• Adherence to company culture.
• Respectful communication.
• Confidentiality.
• Attention to details.
• Resilience.
• Self-starter and able to work with minimum supervision.