Deal Manager

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 Description

The 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 responsibilities

Responsibilities 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;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme

Embedded 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 Me

We 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.

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If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.