POSITION TITLE: SYNDICATE AND DISTRIBUTION OFFICER
REPORTS TO : SYNDICATE AND DISTRIBUTION HEAD
DIRECTLY SUPERVISES : N/A
UNIT / DEPARTMENT : Syndicate and Distribution
DIVISION/GROUP : SB Capital Investment Corporation
Job Summary
The
Syndicate and Distribution Officer assists the Syndicate and Distribution Head in ensuring that the various capital market offerings of SB Capital Investment Corporation are widely placed/distributed in a timely and efficient manner consistent with the company's thrust of fully selling down capital market products while satisfying customer requirements.
Principal Duties & Responsibilities
Deal Distribution/Client Relationship Management
- Assists in increasing distribution capacity /throughput though all distribution channels within and outside of the bank group
Analytical and Critical Thinking
- Helps develop strategies that would further improve and enhance the company's existing distribution capabilities
- Active participation in the deal proposals (i.e., pricing, structure, market demand, among others)
Project/Program Management
- Promotes a capable and pro-active syndicate and distribution team that will sell and market SB Capital originated securities.
- Assists in ensuring that the selling and distribution activities, including but not limited to, marketing, coordination with the different bank units, booking of investments, documentation of sale, settlement) are performed/undertaken in an orderly, timely and efficient manner.
- Obtains market information and investor views while liaising with both the IB Origination Team, FISD-Treasury and/or other relevant distribution channels, in order to formulate the recommendation to the clients.
- Assists in developing a market or a base of investors/funders for SB Capital's capital market transactions.
Effective Communication Skills
- Promotes coordination with FISD-Treasury and/or other relevant distribution channels, to take the lead in the placement/sale/distribution of the various capital market offerings of the SB Capital to qualified institutional investors and retail clients of SBC in the primary and/or secondary market.
- Assists on determining pricing, underwriting amount, target investors and the strategy required to raise the amount of money that the issuer needs.
- Assists in the book building process, liaising with the FISD and/or SB Equities as well as QIBs to ensure that investors submit orders into the book.
Problem Solving
- Challenges vary across deals and environments. As such, he or she needs to be creative and have a solid understanding of the environment under which they operate in to be able to overcome challenges.
Deal Execution (Secondary)
- Assists in analyzing, evaluating and executing investment banking deals and other related tasks.
It is accepted and understood that the employee may perform other related tasks which may be assigned from time to time.
Job Qualifications
Years of Related Experience: 2 years and up
Educational Attainment/Required course (if applicable): Bachelor's / College Degree in Business Studies/Administration/Management, Finance/Accountancy/Banking, Marketing
Certification / Professional License: Not Applicable; but Fixed Income and Equity SEC certification/license will be an advantage
Job Specialization: Banking and Financial, Corporate Finance/Investment
Industry: Accounting/Audit/Tax Services, Banking, Investment Houses
Knowledge and Skills Requirements:
- Knowledge in investment banking products, services and processes
- Commercial awareness and knowledge of financial markets
- Effective marketing, sales and negotiating skills
