Stanbic IBTC Bank is a leading African banking group focused
on emerging markets globally. It has been a mainstay of South Africa’s
financial system for 150 years, and now spans 16 countries across the African
continent.
ASSOCIATE, FINANCIAL ADVISORY
POSITION DESCRIPTION
Key responsibilities
• Preparation of transaction documents including Scheme documents, Take-Over Bid documents, Information Memoranda, etc.
• Project and manage the implementation of transactions including coordinating other service providers e.g. printers, auditors, lawyers, etc.
• To the extent required, manage interaction with relevant regulatory authorities, largely as relates to regulatory fillings
• Analyse historical and projected financial statements
• Conduct industry and market research and review company information
• Build financial models and prepare detailed valuations
• Preparation of pitch documents as well as proposals, information fliers, teasers and other marketing materials
• Form a deep understanding of the domestic regulatory framework and all relevant laws and regulations
• Assist with special ad-hoc projects, presentations and initiatives as assigned
Key responsibilities
• Preparation of transaction documents including Scheme documents, Take-Over Bid documents, Information Memoranda, etc.
• Project and manage the implementation of transactions including coordinating other service providers e.g. printers, auditors, lawyers, etc.
• To the extent required, manage interaction with relevant regulatory authorities, largely as relates to regulatory fillings
• Analyse historical and projected financial statements
• Conduct industry and market research and review company information
• Build financial models and prepare detailed valuations
• Preparation of pitch documents as well as proposals, information fliers, teasers and other marketing materials
• Form a deep understanding of the domestic regulatory framework and all relevant laws and regulations
• Assist with special ad-hoc projects, presentations and initiatives as assigned
Key performance measures – Deep
industry and product knowledge
– Accurately and independently develop insightful financial and pricing models
– Prepare detailed valuations in a timely manner with minimal corrections
– Mastery of financial statement analysis
– Accurately analyze historical and projected financial statements to draw relevant insight in time to meet transaction deadlines
– Support transaction origination by evaluating and analyzing the financial needs of clients and opportunities that might be inherent in client’s sector/ business
-Conduct industry and market research and review company information
– Clearly understands and accurately interprets and applies regulatory and legal concepts in particular CAMA, ISA, SEC Rules, NSE Rules and Pencom investment guidelines for various asset classes
– Ability to independently prepare transaction documents including Prospectuses, Offering/Rights Circulars, Scheme documents, Take-Over Bid documents, Information Memoranda, etc in a timely manner with minimal errors
– Understand the structure of legal documentation Ability to review and provide constructive comments on legal documentation such as Trust Deeds as well as Agency, Issuing House, Vending, Underwriting and Purchase of Sale Agreements
– Preparation of pitch documents as well as proposals, information fliers, teasers and other marketing materials
– Execute all project responsibilities in a timely and efficient manner
– Manage the execution of transactions including coordinating other professional parties and service providers e.g. auditors, lawyers, reporting accountants, ratings agencies, printers etc to ensure seamless execution
– The ability to manage multiple projects simultaneously while maintaining a high standard of work
– Ability to prioritise effectively
– Manages/motivates analysts and peers and moves deals forward through effective and efficient management of the transaction team
– Manages proactively by thinking ahead
– Strong attention to detail
– Provides, solicits and incorporates regular feedback that improves performance
– Receptive to constructive feedback
– Focuses on development of self, analysts and peers
– Plays an active role in training and developing analysts
– Ability to communicate with colleagues and clients in clear and concise manner
– Demonstrates cross-selling capabilities across entire product range
– Edit and refine marketing materials to achieve maximum impact
– Ability to engage effectively and efficiently with client and project team
– Actively develops and manages relationship with regulator
– Focus on 4/5 industry segments and 2 business areas
– Understands and can interpret SEC Code of Conduct for Capital Market operators
– Ensure all records are kept in accordance with SICL Record Management Policy
– Adherence to internal Group and SICL Policies
– Adherence to the SICL Procedures Manual
– Actively practice good housekeeping in line with SICL guideline (includes use of Salesforce)
– Participation in activities involving broader SICL (i.e. SICL initiatives, analyst training, TGIF)
– Ensure projects are complaint with KYC, AML and Conflict Clearing requirements
– Active participation in review of drafts of Rules
– Accurately and independently develop insightful financial and pricing models
– Prepare detailed valuations in a timely manner with minimal corrections
– Mastery of financial statement analysis
– Accurately analyze historical and projected financial statements to draw relevant insight in time to meet transaction deadlines
– Support transaction origination by evaluating and analyzing the financial needs of clients and opportunities that might be inherent in client’s sector/ business
-Conduct industry and market research and review company information
– Clearly understands and accurately interprets and applies regulatory and legal concepts in particular CAMA, ISA, SEC Rules, NSE Rules and Pencom investment guidelines for various asset classes
– Ability to independently prepare transaction documents including Prospectuses, Offering/Rights Circulars, Scheme documents, Take-Over Bid documents, Information Memoranda, etc in a timely manner with minimal errors
– Understand the structure of legal documentation Ability to review and provide constructive comments on legal documentation such as Trust Deeds as well as Agency, Issuing House, Vending, Underwriting and Purchase of Sale Agreements
– Preparation of pitch documents as well as proposals, information fliers, teasers and other marketing materials
– Execute all project responsibilities in a timely and efficient manner
– Manage the execution of transactions including coordinating other professional parties and service providers e.g. auditors, lawyers, reporting accountants, ratings agencies, printers etc to ensure seamless execution
– The ability to manage multiple projects simultaneously while maintaining a high standard of work
– Ability to prioritise effectively
– Manages/motivates analysts and peers and moves deals forward through effective and efficient management of the transaction team
– Manages proactively by thinking ahead
– Strong attention to detail
– Provides, solicits and incorporates regular feedback that improves performance
– Receptive to constructive feedback
– Focuses on development of self, analysts and peers
– Plays an active role in training and developing analysts
– Ability to communicate with colleagues and clients in clear and concise manner
– Demonstrates cross-selling capabilities across entire product range
– Edit and refine marketing materials to achieve maximum impact
– Ability to engage effectively and efficiently with client and project team
– Actively develops and manages relationship with regulator
– Focus on 4/5 industry segments and 2 business areas
– Understands and can interpret SEC Code of Conduct for Capital Market operators
– Ensure all records are kept in accordance with SICL Record Management Policy
– Adherence to internal Group and SICL Policies
– Adherence to the SICL Procedures Manual
– Actively practice good housekeeping in line with SICL guideline (includes use of Salesforce)
– Participation in activities involving broader SICL (i.e. SICL initiatives, analyst training, TGIF)
– Ensure projects are complaint with KYC, AML and Conflict Clearing requirements
– Active participation in review of drafts of Rules
Internal relationships
Other teams in Investment Banking
Client Coverage team
Stockbroking team
Global Markets team
International Business Centre team
Other teams in Investment Banking
Client Coverage team
Stockbroking team
Global Markets team
International Business Centre team
External relationships
Clients
Clients
DUE DATE: 18 September, 2015
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