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CORPORATE FINANCE ASSOCIATE

FINANCIAL SERVICES
2017•02•27
GP

One of Blue Recruiting's Clients are looking for a Corporate Finance Associate to support the Principal with the implementation of major transactions and/or leading smaller transactions.
A person in this role supports the Principal, guides/mentors analysts assigned to the deal team to develop them to Associates and is the primary person responsible for the project and documentation management of the transaction.
The rationale for the role is three-fold: to ensure that the principal is adequately supported, project manage the day-to-day aspects of the transaction and ensure that documentation is adequately prepared.

DUTIES & RESPONSIBILITIES

Understand the requirements set by Deal Forum

  • Responsible (and accountable for small transactions) for drafting the mandate letter
    • Responsible (and accountable for small transactions) for drafting implementation plans, timelines and check lists
      • Responsible (and accountable for small transactions) for project managing the transaction
        • Responsible (and accountable for small transactions) for transaction diagrams and presentations
          • Responsible (and accountable for small transactions) for compliance of transaction with implementation checklists and timelines
            • Understand (and be responsible for small transactions) the structuring requirements of the transaction taking into account relevant legal and regulatory requirements (e.g. Companies Act, tax, exchange control, accounting, JSE LR’s, TRP, etc.)
              • Responsible for interaction with other advisors on transactions and manage their input throughout the deal (e.g. accountants, attorneys, tax advisors, corporate communications, independent experts, sponsors, BEE rating agents etc.)
                • Responsible (and accountable for small transactions) for preparing briefing material for other advisors (e.g. legal, tax, accounting) to obtain opinions on client’s behalf
                  • Accountable and responsible for small transaction for the review of opinions and provide comments thereon, especially in order to ensure optimum position for client
                    • Assist Principal with (be accountable and responsible for small transactions) dealing with matters arising from other matters and dealing with it effectively
                      • Assist Principal with (be accountable and responsible for small transactions) the review of legal agreements and other deal documentation, provide comments thereon
                        • Responsible for analysis of specific technical elements of transactions (e.g. TRP, Companies Act, merger thresholds)
                          • Accountable and responsible for small transactions to negotiate, or assist the client in negotiating, terms of the transaction with counterparties
                            • Understand the requirements set by Deal Forum
                              • Responsible (and accountable for small transactions) for drafting the mandate letter.
                                • Responsible (and accountable for small transactions) for drafting implementation plans, timelines and check lists
                                  • Responsible (and accountable for small transactions) for project managing the transaction
                                    • Responsible (and accountable for small transactions) for transaction diagrams and presentations
                                      • Responsible (and accountable for small transactions) for compliance of transaction with implementation checklists and timelines
                                        • Understand (and be responsible for small transactions) the structuring requirements of the transaction taking into account relevant legal and regulatory requirements (e.g. Companies Act, tax, exchange control, accounting, JSE LR’s, TRP, etc)
                                          • Responsible for interaction with other advisors on transactions and manage their input throughout the deal (e.g. accountants, attorneys, tax advisors, corporate communications, independent experts, sponsors, BEE rating agents etc.)
                                            • Responsible (and accountable for small transactions) for preparing briefing material for other advisors (e.g. legal, tax, accounting) to obtain opinions on client’s behalf
                                              • Accountable and responsible for small transaction for the review of opinions and provide comments thereon, especially in order to ensure optimum position for client
                                                • Assist Principal with (be accountable and responsible for small transactions) dealing with matters arising from other matters and dealing with it effectively
                                                  • Assist Principal with (be accountable and responsible for small transactions) the review of legal agreements and other deal documentation, provide comments thereon
                                                    • Responsible for analysis of specific technical elements of transactions (e.g. TRP, Companies Act, merger thresholds)
                                                      • Accountable and responsible for small transactions to negotiate, or assist the client in negotiating, terms of the transaction with counterparties
                                                        • Responsible to manage involvement of banks or other financiers in transactions
                                                          • Responsible for board or other presentations for clients
                                                            • Accountable and responsible for presenting transactions or proposals to client’s boards or other internal committees for small transactions. Presentation may be required on larger transactions.
                                                              • Responsible (and accountable for smaller transactions) for the investment memoranda for presentation to investors
                                                                • Responsible (and accountable for smaller transactions) for valuations and other financial analyses as required by the terms of a transaction
                                                                  • Responsible (and accountable for smaller transactions) for shareholder communications, manage approval thereof by regulators and co-ordinate publication thereof
                                                                    • Responsible (and accountable for smaller transactions) for submissions to regulatory authorities (TRP, JSE, FinSurv, SARS, etc.) (sponsor may veto)
                                                                      • Responsible (and accountable for smaller transactions) for the closing of transactions (ensuring resolutions are drafted and passed, preparing secretarial documentation, ensuring notices are published, obtaining consents and signatures etc.)
                                                                        • Responsible (and accountable for smaller transactions) for transaction risks and documentation (i.e. the transaction check list)
                                                                          • Assist principal in structuring the transaction
                                                                            • Assist principal in negotiation of the transaction
                                                                              • Responsible for interaction with the JSE sponsor, TRP and other regulators
                                                                                • Responsible to ensure that risks identified are adequately addressed

                                                                                REQUIREMENTS

                                                                                • 3 -7 years post-articles M&A and corporate finance experience
                                                                                • CA (SA)
                                                                                • FAIS compliant

                                                                                 

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                                                                                Kendyll
                                                                                010 110 1556

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