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Manager: Portfolio Optimization Quality Assurance

3 months ago


Pretoria, Gauteng, South Africa Talentcru Full time

Overview:

The purpose of the role is to oversee, ensure, and manage the Quality and Timeliness of Committee submissions before final review by the Divisional Executive.

Quality refers to raising the technical elements including - strategic rationale and value creation aspects.

Main Responsibilities:

Assist CSG Heads and Managers in Segments and BATS with Committee submissions by ensuring that reports are comprehensive and cover not only strategic rationale and value creation aspects, financial and structuring aspects, overall risk reduction aspects but all aspects including legal, regulatory issues, and an in-depth understanding of the client's industry.

Application of problem-solving skills to client's challenges and ensure that the has properly and comprehensively diagnosed the client's challenges correctly and funding matches and address all elements of identified business challenges.

Improve their communication and proposal pitching to ensure that proposals taken to Committees land correctly and enable decision making. Provide guidance to ensure that the aesthetics of the papers are at the required level.

Coordinating, forward planning, and managing deadlines to ensure reviews and submission times to the Divisional Executive and Committee Secretariat are met through monitoring and evaluating the timeous delivery to avoid last minute submissions.


Finance and Strategy Related Responsibilities:

Assist CSG Heads and Managers on how to:
Assess a deal's desirability by challenging them to generate innovative ideas through their deep understanding of a sector. Structure and negotiate detailed terms of refinancing deals in liaison with other professionals from other Divisions. Use and customize financial models to value BP's debt and equity for mergers, acquisitions, and capital raising transactions. Be responsible for securing new funding sources for BPs to increase the BP funding sources pool. Develop relationships with new and existing clients to entrench value creation. Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.

Develop recommendations for choice of instruments to use in undertake financial assessment activities and enterprise economic valuation leading up to establishing capital requirements, nature, and type of capital, additional sources outside from which to raise new capital required to fund the implementation of Business Partner's restructuring and turnaround strategies.


Experience Requirements:
Preferably 8 to 10 years' combined experience in Investment Banking, Private Equity, Corporate Finance, and Corporate Strategy Consulting. At least 5-8 years' experience at a leadership level and management of teams. Minimum of 5 years' experience in the restructuring of businesses experiencing financial difficulty will be an advantage.
Experience in analyzing and interpretation of financial data.

Should have excellent financial modeling experience in assessing credit risk and the economic viability of businesses and/or projects is a prerequisite.

Experience in financial services or finance or management consultancy and with a general business background, particularly on the quantitative side.

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