MAJOR RESPONSIBILITIES:
- Originate, negotiate and structure, and close investment banking mandates from various clients for distribution through the various channels available to the company.
- Initiate and/or chair meetings composed of multi-disciplinary groups (legal counsel, certified public accountants, regulators, issuers, underwriters, etc.) in the course of completing a mandate.
- Conceptualize and implement various financial instruments/methods for introduction/distribution in the capital markets either through public offering or private placement.
- Represent the company in various fora.
- Conduct roadshow presentations either as team leader or participant.
- Source and/or refer other investment banking engagements/mandates for the company.
- Cultivate networks and maintain visibility as a senior officer in order to monitor and exploit opportunities arising from changes in market conditions.
- Handle transactions related to term loan financing, loan syndication, and underwriting of commercial paper/corporate bonds, and project finance.
- Identify new business through personal calls, coordination with the team, product presentations, and submission of proposals.
- Establish and maintain relationship with corporate banking institutions, development financing institutions, and institutional investors for funding.
- Recommend appropriate financial structure / plan to borrowers or investors.
- Assist in the preparation of information / offering memorandum.
- Identify and seek formal approval / participation of financial institutions and institutional investors.
- Oversee the legal documentation of a transaction and its collateral, and ensure the orderly release and repayment of borrowed funds.
- Any other function as may be assigned by the President related to business development and/or transaction management of the company.