Vice President Investment Banking at PHR Solutions Limited

DEAL ORIGINATION

• Scan the African business environment for relevant business opportunities.
• Put in place a market Intelligence strategy for deal origination.
• Develop business strategy and execution plans across sectors for origination.
• Present perceived opportunities to MD/CEO and Board (where necessary) for directions and advice.
• Initiate deal books, proposals, information memorandum, and other marketing pitches with the aim of winning a mandate.
• Secure business mandates toward meeting the Company’s budget

MARKET/TRANSACTION ANALYSIS & RESEARCH

• Identify business opportunities in different markets
• Review client documentation to make a business case for the transaction.
• This involves analysis to support the proposed funding structure, risk analysis, SWOT analysis, etc.
• Formulate appropriate transaction structure for deal execution
• Review the client’s related industry to better understand the business of the client.
• Generate a workable roadmap for the transaction execution.
• Lead the Preparation of Teasers/Papers on the client’s industry to better aid management decision-making and advise on the direction to pursue.
• Assist in coordinating due diligence exercises both from the buyer and seller side and preparation of due diligence reports in respect of proposed acquisitions
• Review and supervise the preparation of financial modeling (e.g., cashflow/financing models)
• Review and lead preparation of valuation report and analysis
• Research, prepare and support presentations and pitches for new business
• Market Issuing House and other capital raise transactions

CLIENT RELATIONSHIP MANAGEMENT & FOLLOW UP

• Primary contact person for all transaction parties.
• Manage client relationship vis-à-vis transaction deliverables and updates
• Prepare for calls and meetings with clients.
• Ensure the Preparation of call memos within 24 hours of calls
• Carry out pre-assessments on prospective transactions to facilitate the in-house decision-making process as well as help advise clients appropriately.
• Ensure that a high degree of cordial and professional relationship exists among team members, customers, and other divisions within the Company
• Constantly follow up with all parties to ensure proper coordination and flow of the transaction.
• Vet and make observations with respect to Auditors and Reporting
• Accountant’s reports during the housekeeping stages of the execution of Financial Advisory and Issuing house mandates
• Liaise with and coordinate the activities of other professionals during financial Advisory and Issuing House mandate executions
• Follow up with a client to ensure that our fees are paid as of when due.
• Set up meetings and liaise with the company’s back office staff at relevant times.
• Provide reports/updates on transaction status to the MD/CEO and to the Board (when required).
• Provide Strategic Support to the MD/CEO and the Board and other subsidiaries of the company.
• Recovery of outstanding unpaid fees owed by clients.
• Ensure Timely and accurate filing of transaction documents
• Ensure secured and retrievable Maintenance of all transaction files

PRESENTATIONS/DOCUMENTATION

• Prepare proposals and make presentations to prospective clients.
• Lead and supervise the Preparation of information memorandum, prospectus, and offering documents for filing with regulators.
• Lead and supervise the preparation of EOI, RFPS, Deal Pitch & Call Memo

BUDGET MANAGEMENT

• Lead the Team’s preparation of the budget in a timely manner
• Ensure targets are met, monitor the targets and incomes
• Ensure that expenses are within budget
• Effective management of approved budget

REGULATORY/COMPLIANCE

• Ensure timely response to regulatory letters
• Review all periodic regulatory reports prepared by ERM before submission
• Follow up with Compliance to ensure timely filing of periodic reports
• Ensure timely filings of corporate changes with all regulators i.e. SEC, FMDQ, NASD, etc.
• Report, review, and assess new regulatory developments and changes to an existing report.
• Maintain excellent rapport with regulators
• Get feedback and report from regulatory meetings
• Prepare reports on amendments/updates to regulatory provisions

OTHERS

• Allocation to specific projects from time to time based on work demands and other related responsibilities to meet tight transaction timeline

JOB REQUIREMENTS EDUCATIONAL REQUIREMENTS

• Bachelor’s degree in business or related fields
• MBA from recognized institutions is highly desirable
• Relevant professional certifications (ICAN, CFA, etc) is required

EXPERIENCE

• 15-20 years of industry experience, with at least 7-10 years being in the capital market.

SKILLS & COMPETENCIES

• Ability to train, develop and manage large executive teams
• Executive presence and ability to maintain a calm demeanor in high-stress environments
• Strong leadership ability.
• Strategic mindset.
• Professional business acumen.
• Outstanding problem-solving skills.
• Continually drive effective results.
• Ability to communicate effectively
• Good presentation and negotiation skills