JOB SUMMARY
The primary task of Deal Execution Team Head is to lead the execution of transactions and are thus expected to be able to effectively communicate with multiple stakeholders (including clients, other investment houses, key industry players, and regulatory bodies). Deal Execution Team Head should also have the ability to assist the Coverage and Origination Team Heads in origination pitches as well manage the execution of investment banking projects (including equity and debt underwriting, project finance transaction, mergers and acquisitions (M&A), and advisory) through constant collaboration and coordination with senior officers, deal team members, Bank Relationship Manager (RM) partners for specific accounts, and other members of the internal banking network. Finally, in preparation for their roles as Deal Execution Team Heads are also given origination targets (albeit smaller in scale vis--vis the Coverage and Origination Deal Team Head).
JOB QUALIFICATIONS
Years of Work Experience: 5 - 10 years
Field of Specialization: Banking and Finance, Corporate Finance/Investment Banking, Sales-Financial Services
Knowledge and Skills Requirement
- Requires a solid understanding of the various products which SB Capital undertakes or offers to clients, and/or at the very least, has the ability to quickly grasp concepts in relation to such or new products;
- Should be able to spot opportunities for deals, structure transactions accordingly (bearing in mind both commercial and regulatory considerations) in coordination with senior officers, and coordinate with partner RMs for specific accounts.
- Should, as much as possible, be aware of (1) recent and upcoming deals in equity capital markets, debt capital markets, M&A, etc. and the corresponding relevant details for purpose of both origination and structuring other deals (2) changes in the regulatory environment insofar as such relate to the products, services and transactions of SB Capital; and (3) relevant macroeconomic developments.
- Should also build a network mainly comprised of: (1) other industry players (such as banks, other investment houses); (2) their client counterparts and those with higher positions; and (3) internal SBC network (treasury, trust, branches, lending groups, etc.), to enable them to assist senior officers in originating deals and execution of these products.
- CPA, CFA or Fixed-Income or Equities salesman licensed by SEC, desirable but not required.