Deal Manager (11318)

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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.

Team description

The Deal Management team are the primary internal contacts and relationship managers for all Corporate Lending Operations activities. A Deal Manager is 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 Deal Manager

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.

Deal Execution

Booking of New (Bi-lateral, Agency and Syndicated Participations) Deals & Facilities in Lending Source System, ensuring accuracy of data capture.

Booking of deal amendments/restructures within Lending Source System

Governance and management of initial pay away conditions in line with the New Deal / New Facility checklists

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 Withholding 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 the servicing team (within SLA)

Deal Lifecycle Management

Oversight overdue covenants and breaches for escalation (via BU Dashboard meetings)

Oversight of security valuation and booking accuracy

Filing of relevant documentation on Global Doc storage site (in accordance with the Filing Policy)

Oversight of Reconciliations and active management to clear complex breaks and long dated items.

Oversight of arrears for communication with Business Lines, Credit and Credit support teams within own portfolio

Production of Risk Event write ups and analysis to close out gaps and reduce risks within the operating environment.

Data oversight of on-going transaction in the capacity of Data Ownership (understanding own portfolio)

Completion of the termination process for deals / facilities

Movement of amortising fees from any terminated facilities, including the clean-up of any small balance differences

Monthly clean-up of unsent notices

Monthly clean-up / review of FHAD items

Client query management

Ad hoc cover for absent resources within the team

Delivery of bank wide initiatives/projects

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 always act with integrity 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.

Technical knowledge

Strong experience over a broad and complex product range.

Strong LoanIQ experience and ability to build deals.

Ability to interpret and operationalise complex credit, ancillary & security documentation.

Strong Understanding of lending risk environment

Understanding of downstream implications, including finance, funding, risk reporting (market, operational and credit).

System knowledge and flexibility, ability to navigate and adapt to changes through a constantly changing technical environment

Other attributes that would be helpful, but not essential for the role

Knowledge of relevant Investec policies and procedures

Knowledge of relevant Investec IT Applications

Knowledge of Investec Authorisation Processes

Extensive and diverse knowledge of the range of IBP lending products currently under management.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

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!

Recite Me

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