Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Role: Deal Manager
Description of role and key responsibilities
The Deal Manager will fulfil the role as primary contact and relationship manager for all Corporate Lending Operations activities while being responsible for facilitating Lending Business areas and wider group stakeholders to ensure the banks transactions are managed as effectively as possible, with Risk Mitigation and Data quality at the forefront of the service provided. This offering is to be delivered in way that supports our client's requirements and needs within an appropriate risk framework and control environment.
Responsibilities of DM:
Collation of lending pipeline information and distribution to appropriate stakeholders.
Review of Draft Documentation at appropriate stages, with a view to suggesting any changes to improve the operational aspect of the transaction.
Booking of New (Bi-lateral, Agency and Syndicated Participations) Deals & Facilities in Lending Source System, ensuring accuracy of data capture.
Governance and management of initial pay away conditions in line with the New Deal / New Facility checklists
Completion of Covenant template for booking by SA (within SLA)
Completion of Security build in source booking system
Input & tracking of all conditions subsequent, including Credit defined sell downs
Collation and record retention of transaction With Holding Tax forms, such as W8 & W9 Ben forms
Reconciliation of Derivatives booking versus Loan profiles to ensure the hedge is effective (if applicable)
Completion and Handover of transaction notes to SA TM (within SLA)
Deal Lifecycle Management:
BU Dashboard Management:
Dashboards and BU conversation is a key component of the Deal Manager role, this person is expected to own the production and accuracy of all data, information and drive the way in which it is utilised across the bank.
Production of Desk Level MI and KRI Reporting of outcomes of Desk level meetings to DM Leadership
Core skills and knowledge
Regulatory Knowledge as applicable to role (compulsory)
To act with integrity at all times and embrace the GLO Philosophy
Training, Coaching & Assessment skills (ability to identify training gaps in self and others)
Ability to negotiate documentation, requirements and verbal interactions
Pro-active “can do” approach with the ability to problem solve in a collaborative environment
Ability to work under pressure and manage high volumes
Strong analytical mind-set
Strong verbal and written communication skills and ability to build and manage relationships with all stakeholders
Must be driven to facilitate, drive change and optimise efficiencies
Illustrate a high level of emotional intelligence, coach ability, self-motivation and positive temperament.
Be accountable and take ownership for the role.
Other attributes that would be helpful, but not essential for the role.