Originate, negotiate and structure, and close investment banking mandates from various clients for distribution through the various channels available to the company.
Initiate and/or chair meetings composed of multi-disciplinary groups (legal counsel, certified public accountants, regulators, issuers, underwriters, etc.) in the course of completing a mandate.
Conceptualize and implement various financial instruments/methods for introduction/distribution in the capital markets either through public offering or private placement.
Represent the company in various fora.
Conduct roadshow presentations either as team leader or participant.
Source and/or refer other investment banking engagements/mandates for the company.
Cultivate networks and maintain visibility as a senior officer in order to monitor and exploit opportunities arising from changes in market conditions.
Handle transactions related to term loan financing, loan syndication, and underwriting of commercial paper/corporate bonds, and project finance.
Identify new business through personal calls, coordination with RCBC, product presentations, and submission of proposals.
Establish and maintain relationship with corporate banking institutions, development financing institutions, and institutional investors for funding.
Recommend appropriate financial structure / plan to borrowers or investors.
Assist in the preparation of information / offering memorandum.
Identify and seek formal approval / participation of financial institutions and institutional investors.
Oversee the legal documentation of a transaction and its collateral, and ensure the orderly release and repayment of borrowed funds.
Any other function as may be assigned by the President related to business development and/or transaction management of the company.
