Associate Principal: Energy Finance

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).

• 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.

• Professional Qualifications/Honour’s Degree

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

• CA(SA), CFA

• 6 - 8 years relevant experience.
• Relevant lending experience and a demonstrated track record of originating, structuring and executing transactions within the organisation.
• Deep knowledge and experience of funding in the South African market and/or Rest of Africa , including relevant tax knowledge and experience; and a developed network in those markets as well as a proven ability to execute on transactions. Appropriate knowledge of debt and/or lending principles and execution as relevant to corporate and investment banking.

• 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

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

• Please contact the Nedbank Recruiting Team at +27 860 555 566