PERFORMANCE STATEMENT:
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
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
Desired Skills:
- Microsoft
- Commucation
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Degree