Deal Analyst (Cape Town)

SUMMARY:
Deal Analyst will be required to assist deal captains with credit pack consolidation, deal assessment and deal proposals. Deal Analyst acts as a junior Deal Captain with promotion to Deal Captain as a result of experience and high performance

POSITION INFO:

KEY PERFORMANCE AREAS:

• Screening of new potential deals
• Analyse and interpret financial statements and reports to identify potential risks and strengths.
• Building a referral network for deals
• Participate in due diligence activities for potential new loan deals.
• Collaborate with internal teams (such as credit, underwriting, and loan closing) to ensure timely and accurate loan processing.
• Following up on due diligence documents and consolidating information
• Compiling credit committee summary and proposal
• Onsite client visits to assess viability of potential deals nationally.
• Building a relationship with current customers and taking over some of those relationships for re-structures, increase in facilities, renewals etc.
• Post term sheet deal management
• Insurance cessions
• Bank verifications
• Legals review
• CP’s fulfilment
• Liaising regarding bond registrations

OTHER RESPONSIBILITIES

• Assisting with building of operational structure, compliance across the group
• Responsibility for all CIPC and regulatory filings across the group
• Assisting legal with regulatory compliance
• Assisting finance with tax and audit
• Assisting with all FSP license compliance
• Continuously improve processes and procedures to enhance efficiency and accuracy.
• Stay up to date with changes in regulations and industry standards
• Attend and participate in internal meetings and trainings to enhance knowledge and skills.
• Maintain and update loan portfolio reports, analytics, and loan information databases.
• Drive project-based work from time to
• Support ad-hoc projects and analysis as needed.

Qualifications:

• Bachelor''s degree in finance, economics, or a related field
• Strong analytical and critical thinking skills
• Excellent attention to detail and strong organizational skills
• Ability to work independently and in a team environment
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite, especially Excel
• Willingness to travel for onsite client visits