Deal Origination Director
Current- The primary responsibility is to prepare project for lending/investment decisions to enable acceptance into project preparation pipeline- To ensure proper screening of investment applications and that structured finance proposals are in strict compliance with the company’s “Viability Model” as well as investment strategy and policy framework- Providing end-to-end support to the Managing Director, Deals-on-deals origination on the origination, development, due diligence, approval and implementation process- Acts as point person for credit proposals and deals in market, including responding effectively to questions from credit risk management directorate as well as investors- Collecting and recording impact data and ensuring data integrity, in line with the company’s impact data strategy and policy- Structuring viable transactions in line with the company’s investment and pricing policy and product parameters- Developing marketing materials/pitch packs and PowerPoint presentations, review and update of market commentaries, confidential information memorandum, written analyses, research, financial statement analysis- Conducting scenario analysis based on macro and micro factors that will help in accessing the risk. Applying appropriate sensitivity and scenario analysis to support investment actions- Ensuring accurate modelling of allocated portfolios and developing new transaction models and enhancing the existing models- Portfolio management- Conducting reviews to ensure that all legal, commercial and financial matters are effectively addressed between signing and closing of any investment transaction with clients- Support of internal and external counsel, ensure that appropriate legal documentation is efficiently and successfully concluded in line with approvals to facilitate timely financial close (i.e., first disbursement)- Preparing and sending periodic reports on the performance of portfolio companies to senior management
