Transactor - International Credit Invest

**Who are we?**

**Sanlam Investment Group**
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

**Sanlam Alternative Investments (SAI)**
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

**What will you do?**
- Assess credit investment opportunities in public and private international markets (US, UK, Western Europe) for SAI. Manage and optimise the credit assets you are responsible for, identify new credit opportunities, and manage relationships with bank syndicate teams, treasurers, asset managers and sponsors of borrowers. Responsible for originating and securing moderately complex investment transactions related to leveraged finance, buy-outs and/or projects. Focus areas include leverage finance and balance sheet structuring. Investments may be made directly or via credit funds. Negotiates deals with third parties, including international fund managers and present investment proposals to the investment committee. Manages client relationships and requires extensive product knowledge and technical expertise in the execution of the credit and credit related transactions.

**What will make you successful in this role?**
- 1. Deal making (i.e., origination of credit investments), including:

- Manage existing borrower relationships, identify new opportunities and participate in refinancing or upsizing of existing facilities.
- Development and building of new client relationships in order to originate new transactions.
- Negotiating terms and conditions of transactions with clients, external fund managers and syndication teams.
- Preparation of term sheets that form the basis of legal agreements to be drafted.
- Financial modelling of transactions and preparing cashflows.
- Liaising with various internal departments (legal, credit, treasury, regulatory, exchange control, etc) as well as with external advisors (lawyers, accountants, tax advocates, etc) as is necessary to implement transactions.
- Interacting with other financial institutions in implementing syndicate or club type transactions.
- Interacting with global credit fund managers as well as credit advisors.
- Commenting on various legal agreements entered into to give effect to transactions.
- Management of deals and investments through the full life cycle of the transaction.
- Review and signoff of risk reports and profit and loss reports.
- 2. Group interaction and functions:

- Ongoing interaction within SAI, Sanlam Financial Markets (SFM) and support functions.
- Ongoing interaction with Sanlam, Sanlam Investments (SI) and other clusters.
- To be a centre of expertise on Credit for the Sanlam Group.
- 3. Structuring:

- Consideration of market risk, tax, regulatory, legal and accounting related matters, etc including interaction with experts.
- Consider credit derivative products that are appropriate for SAI.

**Qualification and Experience**
- Degree or Diploma with 4 to 6 years related experience.

**Knowledge and Skills**
- Investment strategies and management of complex investments
- Responsible for originating and securing complex private equity investment transactions.
- Negotiates deals with third parties and will present proposed deals to the Credit Committee.
- Investment Industry Knowledge
- Reporting and Administration

**Personal Attributes**
- Organisational savvy - Contributing through others
- Manages complexity - Contributing through others
- Business insight - Contributing through others
- Financial acumen - Contributing through others

**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We