Senior Associate: Private Equity

Nedbank Corporate and Investment Banking is seeking a Senior Associate in Private Equity to develop and execute profitable transactions aligned with business strategy. Responsibilities include building client relationships, pitching solutions, structuring deals, and ensuring compliance with risk standards. The role involves cross-selling products, improving deal origination, and supporting corporate responsibility initiatives. The position is based in Sandton, South Africa, indicating it is not a remote job.
Job Purpose

To assist with conceptualising; identifying; developing and executing profitable private equity transactions; in line with Nedbank CIB's business strategy.

Job Responsibilities

• Build sound client relationships (existing and new clients) by clear communication; regular meetings and setting clear objectives and timelines.

• Formulate and pitch ideas/solutions for clients that drives new business origination that enables clients to meet their objectives.

• Achieve financial results set by management by assisting principals in securing mandates which contribute to improved client service.

• Assist in the structuring of deals and advising of clients on funding options by originating; arranging; implementing and refinancing of private equity transactions for clients cost effectively; on time and within risk parameters.

• Assist in the structuring; origination; implementation; and managing of deals; taking corrective action when required; by assisting in compiling and pitching presentations to prospective clients; compiling investment papers for presentation to Investment Committee for new and existing deals and assisting Transaction Management; Finance and other stakeholders on the implementation of deals.

• Cross-sell other products offered by Nedbank by keeping abreast of Nedbank's offerings in terms of quality; cost; business expectations and compliance.

• Support effective execution of transactions; complying with risk standards; monitoring and taking corrective action when required by modelling; researching; analysing investment proposals and executing legal agreements.

• Improve deal origination by providing multidisciplinary solutions; identifying and resolving work problems and delivering the required output to clients; and refining and enhancing coverage.

• Ensure deals are implemented appropriately; and adhere to policies; procedures and regulatory requirements by developing; maintaining; and running financial models.

• Build and maintain sound professional relationships by understanding client needs and consistently meeting their needs.

• Develop collaborative client and internal relationships by providing high quality advice; execution; and delivery on new and existing transactions meeting business needs.

• Meet and exceed client needs constantly by maintaining open channels of communication with internal stakeholders and ensuring smooth workflow.

• Contribute to a culture conducive to the achievement of transformation goals by participating in • Nedbank Culture building initiatives (e.g. staff surveys etc).

• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).

• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.

• 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.

• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.

• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations

Essential Qualification

• Matric / Grade 12 / National Senior Certificate

• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Honours/ CFA/ CA(SA)/ LLB/ MBA

Minimum Experience Level

• 3 years experience in a relevant industry or investment banking

Technical / Professional Knowledge

• Business Acumen

• Business principles

• Business writing

• Data analysis

• Governance, Risk and Controls

• Principles of financial management

• Relevant regulatory knowledge

• Relevant software and systems knowledge

• Research methodology

• Relevant product knowledge

Behavioural Competencies

• Applied Learning

• Communication

• Collaborating

• Building partnerships

• Managing Work

• Technical/Professional Knowledge and Skills