Deal Manager

London
Permanent
Full-time

Just now

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.Team DescriptionThe Deal Management team are the primary internal contacts and relationship managers for all Corporate Lending Operations activities. A Deal Manager is responsible for facilitating Lending Business areas and wider group stakeholders to ensure the banks transactions are managed as effectively as possible, with risk mitigation and data quality at the forefront of the service provided. This offering is to be delivered in way that supports our client's requirements and needs within an appropriate risk framework and control environment.Description of role and key responsibilitiesResponsibilities of DM:

Collation of lending pipeline information and distribution to appropriate stakeholders.
Review of Draft Documentation at appropriate stages, with a view to suggesting any changes to improve the operational aspect of the transaction.

Deal Execution:

Booking of New (Bi-lateral, Agency and Syndicated Participations) Deals & Facilities in Lending Source System, ensuring accuracy of data capture.
Booking of deal amendments/restructures within Lending Source System
Governance and management of initial pay away conditions in line with the New Deal / New Facility checklists
Completion of Security build in source booking system
Input & tracking of all conditions subsequent, including Credit defined sell downs
Collation and record retention of transaction Withholding Tax forms, such as W8 & W9 Ben forms
Reconciliation of Derivatives booking versus Loan profiles to ensure the hedge is effective (if applicable)
Completion and Handover of transaction notes to the servicing team (within SLA)

Deal Lifecycle Management:

Oversight overdue covenants and breaches for escalation (via BU Dashboard meetings)
Oversight of security valuation and booking accuracy
Filing of relevant documentation on Global Doc storage site (in accordance with the Filing Policy)
Oversight of Reconciliations and active management to clear complex breaks and long dated items.
Oversight of arrears for communication with Business Lines, Credit and Credit support teams within own portfolio
Production of Risk Event write up's and analysis to close out gaps and reduce risks within the operating environment.
Data oversight of on-going transaction in the capacity of Data Ownership (understanding own portfolio)
Completion of the termination process for deals / facilities
Movement of amortising fees from any terminated facilities, including the clean up of any small balance differences
Monthly clean-up of unsent notices
Monthly clean-up / review of FHAD items
Client query management
Ad hoc cover for absent resources within the team
Delivery of bank wide initiatives/projects

BU Dashboard Management:

Dashboards and BU conversation is a key component of the Deal Manager role, this person is expected to own the production and accuracy of all data, information and drive the way in which it is utilised across the bank.
Production of Desk Level MI and KRI Reporting of outcomes of Desk level meetings to DM Leadership

Core skills and knowledge

Regulatory Knowledge as applicable to role (compulsory)
To act with integrity at all times and embrace the GLO Philosophy
Training, Coaching & Assessment skills (ability to identify training gaps in self and others)

Technical knowledge

Strong experience over a broad and complex product range.
Strong LoanIQ experience and ability to build deals.
Ability to interpret and operationalise complex credit, ancillary & security documentation.
Strong Understanding of lending risk environment
Understanding of downstream implications, including finance, funding, risk reporting (market, operational and credit).
System knowledge and flexibility, ability to navigate and adapt to changes through a constantly changing technical environment

Skills

Ability to negotiate documentation, requirements and verbal interactions
Pro-active “can do” approach with the ability to problem solve in a collaborative environment
Ability to work under pressure and manage high volumes
Strong analytical mind-set
Strong verbal and written communication skills and ability to build and manage relationships with all stakeholders
Must be driven to facilitate, drive change and optimise efficiencies
Illustrate a high level of emotional intelligence, coach ability, self-motivation and positive temperament.
Be accountable and take ownership for the role.

Other attributes that would be helpful, but not essential for the role

Knowledge of relevant Investec policies and procedures
Knowledge of relevant Investec IT Applications
Knowledge of Investec Authorisation Processes
Extensive and diverse knowledge of the range of IBP lending products currently under management.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.Here is a selection of what we offer;WellbeingWellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental InsuranceMonetaryNon-contributory Pension & Discretionary BonusLife & Income ProtectionLife Assurance, Critical Illness & Income ProtectionTravelSeason Ticket Loan & Electric Vehicle SchemeEmbedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same - if the role excites you, please don't let our person specification hold you back. Get in touch!Recite MeWe commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the 'Accessibility Options' link at the top of the page.The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at who will be happy to assist.Loading...Close mapLocationLondon - 30 Gresham Street30 Gresham Street, London, England, GB, EC2V 7QNLoading...Meet the recruiterAyesha SubroyenWe commit to ensure that everyone is fairly assessed during our recruitment process.Let us know if you need any reasonable adjustments to complete your application.Loading...Share this pageJob AlertsCreate an alert subscription based on this JobBenefitsPensionPrivate Medical CoverVirtual GPGym DiscountsPsychologist ServiceAnnual LeaveLife AssuranceLoadingXLoading...Email*span class="labelText">Email
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