Team Lead, Deal Origination & Client Coverage at Cardinal Stone

Job Summary

• To contribute to the growth of CardinalStone Partners Limited (the “Group”) by providing in-roads to corporates; sourcing and securing high-quality transactions from these corporates as well as building/maintaining existing and new client relationships.

Job Details

Responsibilities

• Provide strategic direction for the Origination & Client Coverage team and be responsible for meeting the KPIs for the team
• Managing all Origination & Client Coverage officers responsible for managing CardinalStone's businesses across various sectors and managing all the firm's resources effectively
• 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

Requirements

Education    

• First degree in a Finance, Accounting, or Economics related course with a minimum of Second Class Upper degree
• Post Graduate Degree or MBA is an added advantage

Experience    

• NYSC Completed
• Minimum of 8 years of experience in corporate banking, investment banking origination or related fields with a focus on business development, origination, or client engagement.

Certification    

• Relevant professional qualifications (or ongoing certification program) such as ACA, ACCA, CFA will be an added advantage