Associate Principal: Energy Finance

at  Nedbank

TECHNICAL / PROFESSIONAL KNOWLEDGE

• Relevant product knowledge
• Relevant tax and legal knowledge
• Microsoft Excel
• Data modelling tool
• Business writing skills
• Client Service Management
• Microsoft Powerpoint
• Financial Accounting Principles
• Business Acumen
• Principles of project management
• Develop training material
• Business administration and management
• Risk management processes and Frameworks

Behavioural Competencies

• Execution
• Planning and Organizing
• Building Partnerships
• Building Customer Loyalty
• Influencing
• Decision Making
• Coaching

Employment Equity Statement
Preference will be given to individuals from underrepresented groups.
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Essential Qualifications - NQF Level

• Professional Qualifications/Honour’s Degre

Preferred Qualification

• Chartered Accountant, Chartered Financial Analyst (CFA), Master Degree in Sciences or Legal

JOB PURPOSE

To assist in executing and implementing complex transactions with targeted clients of the bank related to lending and other structured transactions (non-vanilla lending).

JOB RESPONSIBILITIES

• Assist in the preparation of credit papers (EOIs, applications, memos, updates, reviews) by conducting historical financial analysis, financial modelling & debt scoping with related commentary, Industry & competitor analysis and sanctions screening.
• Assist with the review of legal documents by cross referencing approved terms sheets to draft legal agreements and ensure incorporation of all other commercial terms in the legal documents.
• Support the building and maintaining of external stakeholder relationships by setting up meetings on behalf of associates & principals, drafting list of requirements from clients and taking notes in relevant forums.
• Build and maintain internal stakeholder relationships by liaising and collaborating with relevant stakeholders and facilitating the sign off of relevant transactions.
• Ensure completion of high quality credit papers within specified timelines by planning, scheduling, researching & gathering information, managing own time, reviewing own work and preparing in advance.
• Support effective execution of transactions by applying your skills, modelling, researching and analysing investment proposals.
• Meet performance targets by executing transactions in collaboration with internal and external stakeholders.
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.

Essential Qualifications - NQF Level

• Professional Qualifications/Honour’s Degree

Preferred Qualification

• Chartered Accountant, Chartered Financial Analyst (CFA), Master Degree in Sciences or Legal.

Essential Certifications