Deal Specialist
1 week ago
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Job Description
- To manage the on-boarding processes of a transaction and mitigate associated operational and financial reporting risks.
- Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes
- Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered
- Preserves relationships despite airing conflicting views and seeks mutual gains when addressing conflicts
- Anticipates consequences and adapts problem solving based on continual feedback
- Act speedily to resolve problems, queries and complaints
- Adapt communication styles to meet the needs of different audiences
- Read and understand legal agreements in order to draw up an amortization schedule and accurately book deals on appropriate systems
- Ensure all legal requirements are fulfilled before draw-down can occur
- Ensure all ongoing deal management tasks are performed in line with the legal agreements
- Respond to queries from internal and external stakeholders
- Prepare the monthly accounting trial balance, monthly/quarterly investor reports and other relevant regulatory reports/returns within the required deadlines
- For FirstRand Group transactions, complete the monthly and interim/year-end reporting FAS pack reports in HFM within the required deadlines
- Continually look for ways to enhance efficiencies
- Ensure proper handover processes to the Operations Team are adhered to ensure seamless execution of deals
- Adhere to policies and procedures
- Use discretion and informed judgment to anticipate and interpret potential risk issues
- Remain abreast of regulatory and process changes, and communicate any specific training requirement
- Participate in ad hoc projects as required
- Demonstrates pride in the organization’s brand, services and products by consistently delivering on the brands promise
- Plan and manage own workflow, anticipating obstacles, juggling priorities and following through on objectives within agreed time-frames and according to quality standards
- Stay relevant and up-to-date with legislations and new development
- Maintain a positive attitude and respond openly to feedback
- Handle stress in ways that do not negatively impact others
- Take ownership of personal career development, leveraging formal and informal opportunities
- Act in an ethical, transparent and morally defensible manner, including highlighting unethical practices
- Continually share, debate and communicate learning’s
- Flag and debate issues constructively
- Contribute to a friendly, co-operative climate in working with others to achieve collective goals
- Be sensitive to other feelings, needs, values, views and attitudes and be courteous and diplomatic when dealing with difficulties and problems others may be experiencing (demonstrate EQ)
- Sales / Retail / Business Development jobs
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Deal Specialist
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Deal Specialist
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Johannesburg, South Africa FirstRand Full timeJob Description To manage the on-boarding processes of a transaction and mitigate associated operational and financial reporting risks. - Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes - Initiate meetings...
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Deal Specialist
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Johannesburg, South Africa FirstRand Full timeJob Description To manage the on-boarding processes of a transaction and mitigate associated operational and financial reporting risks.- Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes- Initiate meetings with...
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Trade Deal Manager
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