Senior Analyst, Investment Banking at Pathway Advisors Limited

Job Summary

• The Senior Analyst, will be responsible for originating and executing mergers & acquisitions (M&A), capital raising, and financial advisory mandates, while ensuring the highest quality of client service.
• This position offers an opportunity to contribute to the firm’s growth, work closely with senior leadership, and take on increasing responsibility in a dynamic and entrepreneurial environment.

Job Responsibilities

Deal Execution:

• Oversee the end-to-end process of deal execution, ensuring timely and accurate completion of transactions.
• Coordinate with internal and external stakeholders to facilitate due diligence, documentation, and closing activities.
• Manage project timelines and milestones, proactively identifying and addressing potential bottlenecks or issues.
• Prepare and present updates on deal progress and status to senior management and clients.
• Filling of deficiency free transactions documents with the regulators (SEC, FMDQ Exchange, NGX etc.)
• Preparation of financial model and financial forecast

Client Relationship Management:

• Cultivate and maintain strong relationships with existing clients, serving as a trusted advisor and primary point of contact.
• Understand clients’ financial needs to tailor solutions and services accordingly.
• Ensure the clients are satisfied your advice.
• Rating Advisory Services
• Perform in-depth financial analysis and evaluation of the Company with a view of advising the possibility of securing investment grade rating from the Rating Agencies
• Create a solid relationship with the rating agencies

Risk Management:

• Identify and assess potential risks associated with investment opportunities, including market, credit, operational, and regulatory risks.
• Develop risk mitigation strategies and contingency plans to address identified risks and enhance deal resilience.
• Monitor portfolio performance and exposure to risk factors, implementing proactive measures to mitigate adverse impacts.
• Ensure compliance with risk management policies, procedures, and regulatory requirements throughout the deal lifecycle.

Regulatory Compliance:

• Stay informed about relevant regulations and compliance requirements impacting the investment industry, including securities laws and financial regulations.
• Ensure adherence to regulatory standards and best practices in deal structuring, documentation, and reporting.
• Collaborate with legal and compliance teams to navigate regulatory complexities and mitigate compliance risks.
• Conduct periodic reviews and audits to assess compliance with regulatory requirements and implement corrective actions as needed.

Deal Structuring:

• Develop and evaluate alternative deal structures to optimize risk-return profiles and meet client objectives.
• Collaborate with legal, tax, and accounting experts to design and negotiate deal terms, including pricing, financing, and governance provisions.
• Conduct financial modeling and sensitivity analysis to assess the impact of different deal structures on investment outcomes.
• Prepare comprehensive deal documents and agreements, ensuring clarity, accuracy, and alignment with regulatory and legal requirements.

Valuation of Business:

• Conduct comprehensive financial analysis and due diligence to assess the value of potential investment opportunities.
• Develop and maintain financial models to forecast cash flows, perform scenario analysis, and determine valuation multiples.
• Evaluate comparable transactions and market data to benchmark valuation assumptions and outcomes.
• Prepare detailed valuation reports and investment memos outlining key findings and recommendations for clients and internal stakeholders.

Distribution of Transactions:

• Identify potential investors(PFAs, Asset Management, Insurance Companies, HNIs, Trustees and any other QII or EI that we be investing in all the instruments being structured.
• Allocation of Work to Team Members:
• Assess team members’ skills, strengths, and workload capacity to assign tasks and projects effectively.
• Develop project plans and timelines, delegating responsibilities based on individual expertise and development goals.
• Monitor progress and provide support as needed to overcome challenges and meet deadlines.
• Foster a collaborative and inclusive work environment, encouraging team members to share ideas and contribute to project success.

Effective Management of Team Members:

• Provide leadership and guidance to team members, setting clear expectations and performance goals.
• Delegate tasks and assignments effectively, ensuring equitable distribution of workload and optimal utilization of resources.
• Foster a collaborative and supportive team culture, promoting open communication and knowledge sharing.
• Conduct regular performance evaluations and provide constructive feedback to enhance individual and team performance.
• Provide mentorship and coaching to team members, supporting their professional growth and career development.
• Facilitate training sessions and workshops to enhance team members’ technical skills and industry knowledge.
• Foster a culture of accountability and excellence, recognizing and rewarding outstanding performance.
• Address conflicts and challenges promptly, promoting constructive dialogue and resolution within the team.

Deal/Transaction Origination:

• Identify and source potential deal opportunities through market research, industry analysis, and networking efforts.
• Cultivate relationships with industry contacts, intermediaries, and other sources of deal flow to uncover new investment prospects.
• Evaluate inbound deal inquiries and proposals, conducting preliminary due diligence to assess feasibility and alignment with investment criteria.
• Develop marketing materials and pitch presentations to promote the firm’s expertise and attract deal opportunities.

Job Specification

Qualification

• Bachelor’s degree in finance, Economics, Business Management, Mathematics or Statistics, or any similar field.
• Post-graduate and/or professional qualifications such as an MBA, CFA, MSc. in Finance, ACA, and ACCA

Experience:

• Minimum of 4 years of experience in an investment banking firm or financial services.
• Experience in the execution and origination of Equity Capital Markets, Debt Capital
• Markets and Mergers and Acquisitions transactions.
• Proven experience in identifying and dealing with complex issues in management areas.
• Experiences in any of the BIG 4s are strongly encouraged to apply

Knowledge and Skills:

• Financial modeling skills
• Strategic thinking and decision-making ability
• Strong business origination and execution capabilities
• Good client engagement experience
• Considerable knowledge of structuring transactions for the SEC and NGX approval.
• Knowledge of raising capital through long term investment vehicles, such as debts and equities.