Transactor: Principal Investments

FirstRand Bank Limited; Sandton; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

FirstRand Bank Limited's Rand Merchant Bank in South Africa seeks a deal origination and structuring professional to originate, structure and manage a portfolio of investment banking clients from inception to exit. You will develop client relationships, compile proposals, and oversee transactions including mezzanine and equity funding opportunities.

You will negotiate pricing, prepare internal reports for governance forums, coordinate with legal partners, and monitor portfolio performance to

Qualifications

• Honours or Post Graduate degree in Business, Engineering or Finance
• 2 to 5 years’ experience in Leveraged Finance, Mezzanine Finance or Private Equity Dealmaking
• Sound understanding of the commercial levers in businesses or assets, investment and credit risk

Responsibilities

• Originate, source, structure and manage a portfolio of investment banking clients from inception to exit
• Develop client relations through originating, structuring and execution of deals
• Prepare proposals and oversee transaction implementation
• Participate in deal origination and structuring processes and in deal implementation
• Negotiate pricing and drive deal acceptance with clients
• Report writing and internal presentation to governance forums
• Manage investment/mezz funding positions through to exit/realisation

Skills

Financial modelling

Deal origination

Structuring transactions

Credit risk understanding

Negotiation

Education

Honours or Post Graduate degree in Business/Engineering/Finance

CA(SA) or CFA advantageous

Job description

Job Description

To originate, source, structure and manage a portfolio of investment banking clients from implementation through to termination and to ensure that the defined client transactional requirements reflected in the relevant approvals and legal agreements are implemented and adhered to. To develop client relations through originating, structuring and execution of deals, compiling proposals as well as overseeing the transaction. To directly participate in deal origination and structuring processes and participate in deal implementation processes in the allocated sector/product to enable improved profitability, market share and competitive positioning. Are you someone who can: Partner with primary client-facing business units to actively support the origination of mezz and equity funding opportunities / solutions for clients. Perform financial modelling and cash flow analysis to evaluate and structure transactions appropriately to balance risk and reward for all parties. Understand & pricing for risk. Negotiating pricing and driving deal acceptance with clients, by presenting logical, appropriate, and convincing arguments that consider the needs of all parties. Report writing and internal presentation to business and governance forums (investment and credit committees) for approval in a professional, timely and efficient manner. Working with internal and external legal partners to implement transactions. Ongoing portfolio management (investments, mezz funding positions and client portfolios), including management of underperforming assets and actively working towards value creation for clients and RMB. Manage financial aspects of transactions through understanding and adherence to legal agreements and all applicable regulatory aspects (Companies Act, Excon, IFRS, FICA, Bank’s Act, etc). Management of investment / mezz funding positions through to exit / realisation.

Ideal Candidate

Honours or Post Graduate degree (Business, Engineering or Finance) CA(SA), CFA or similar qualification is advantageous 2 to 5 years’ experience in a similar environment, ideally within Leveraged Finance, Mezzanine Finance or Private Equity Dealmaking, investment / debt origination skills - ability to conceive, structure and implement complex transactions Sound understanding of the commercial levers in businesses or assets, investment and credit risk

Access

Opportunities to collaborate internally and externally Exposure to a wide range of asset classes, sectors and client sets Incredible learning opportunity, particularly development of technical financial and investment evaluation skills

Match

Technically competent Hard working and resilient Embrace excellence Humble and eager to learn

Closing Date

Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 21/09/26

#Post #RMB #LI-JB5

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities.

In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Company Description

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.