Associate TS Sales

Job Purpose

Job Responsibilities

• Assist in the preparation of credit papers (EOIs, applications, memos, updates, reviews) by conducting historical financial analysis, financial modelling & debt scoping with related commentary, Industry & competitor analysis and sanctions screening.


• Assist with the review of legal documents by cross referencing approved terms sheets to draft legal agreements and ensure incorporation of all other commercial terms in the legal documents.


• Support the building and maintaining of external stakeholder relationships by setting up meetings on behalf of associates & principals, drafting list of requirements from clients and taking notes in relevant forums.


• Build and maintain internal stakeholder relationships by liaising and collaborating with relevant stakeholders and facilitating the sign off of relevant transactions.


• Ensure completion of high quality credit papers within specified timelines by planning, scheduling, researching & gathering information, managing own time, reviewing own work and preparing in advance.


• Support effective execution of transactions by applying your skills, modelling, researching and analysing investment proposals.


• Meet performance targets by executing transactions in collaboration with internal and external stakeholders.


• Support the achievement of the  business strategy, objectives and values by reviewing Nedbank and Business Unit Plan.


• Identify training courses and career progression for self through input and feedback from management.


• Ensure all personal development plan activities are completed within specified timeframe.

Essential Qualifications - NQF Level

Preferred Qualification

• Relevant Honours, CA(SA), CFA

Essential Certifications

Minimum Experience Level

3-5 years relevant sector / industry experience (Financial Services or other)

Technical / Professional Knowledge

Behavioural Competencies

Employment Equity Statement

Preference will be given to individuals from underrepresented groups.