Transactor: Principal Investments

Job Description

To originate, source, structure and manage a portfolio of investment banking clients from implementation through to termination and to ensure that the defined client transactional requirements reflected in the relevant approvals and legal agreements are implemented and adhered to. To develop client relations through originating, structuring and execution of deals, compiling proposals as well as overseeing the transaction. To directly participate in deal origination and structuring processes and participate in deal implementation processes in the allocated sector/product to enable improved profitability, market share and competitive positioning.

Are you someone who can:
Partner with primary client-facing business units to actively support the origination of mezz and equity funding opportunities / solutions for clients. Perform financial modelling and cash flow analysis to evaluate and structure transactions appropriately to balance risk and reward for all parties. Understand & pricing for risk. Negotiating pricing and driving deal acceptance with clients, by presenting logical, appropriate, and convincing arguments that consider the needs of all parties.

Report writing and internal presentation to business and governance forums (investment and credit committees) for approval in a professional, timely and efficient manner. Working with internal and external legal partners to implement transactions. Ongoing portfolio management (investments, mezz funding positions and client portfolios), including management of underperforming assets and actively working towards value creation for clients and RMB. Manage financial aspects of transactions through understanding and adherence to legal agreements and all applicable regulatory aspects (Companies Act, Excon, IFRS, FICA, Bank’s Act, etc).

Management of investment / mezz funding positions through to exit / realisation.

Honours or Post Graduate degree (Business, Engineering or Finance) CA(SA), CFA or similar qualification is advantageous 2 to 5 years’ experience in a similar environment, ideally within Leveraged Finance, Mezzanine Finance or Private Equity Deal making, investment / debt origination skills - ability to conceive, structure and implement complex transactions Sound understanding of the commercial levers in businesses or assets, investment and credit risk

Opportunities to collaborate internally and externally Exposure to a wide range of asset classes, sectors and client sets Incredible learning opportunity, particularly development of technical financial and investment evaluation skills

Technically competent Hard working and resilient Embrace excellence Humble and eager to learn

Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 21/09/26

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All appointments will be made in line with First Rand Group’s Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities.

In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

First Rand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), First Rand Limited is the largest financial institution by market capitalisation in Africa. The group…