JOB DESCRIPTION

OVERALL PURPOSE:
Ensures that all aspects of the execution of a wide array of investment banking services are
excellently done.
ORGANIZATIONAL SCOPE:
Job Title:
Senior Deal Officer
Group:
Investment Banking Group
Reports to:
Division Head
Supervises:
Deal Officer and Deal Associates
MAJOR RESPONSIBILITIES:
1. Lead and supervise Deal Officers and Deal Associates in the following stages of a Deal:
A) Structuring

Discussion of and development of the term sheet or in structuring of a deal or transaction.

B) Proposal Presentation

C)

Preparation of project proposals for approval by and/or presentation to Top Management,

Executive Committee and the Board.
Due Diligence

Consolidating various analytical and data driven components for debt financing (loan
arrangement and syndication, bond issuances, private placement of debt), equity financing
(private placement of equity, initial public offering, other equity-related offerings), financial
advisory services (on mergers and acquisitions, corporate or debt rehabilitation or
restructuring), project finance and other corporate finance transactions -- specifically focusing
on credit/financial analyses and general information on the company, the companys industry
and the transaction.

Development and sensitization/manipulation of financial models and/or valuations for

financing, deal structuring, and cash flow feasibility.

D) Distribution / Selling and Documentation

Preparation of portions of or the entire transaction documents e.g. information memorandum,

company briefs, fact sheet, to include descriptive discussions on specific attributes and
pertinent information about the company, the industry and the transaction, creation of chats
and other visuals, financial data, etc. prepares and assembles information requests, due
diligence lists, confidentiality agreements.

E) Transaction Closing

Participation in meetings, negotiations, and discussions with clients, clients creditors,

potential buyers of investors, participating lender/s, regulatory agencies and other parties
involved in the specific transaction.

2. Assisting the Division Head in deal origination & client management

HRD-R-JD-2010-01

Revised 2.1.10

JOB DESCRIPTION

QUALIFICATIONS:
1. Educational Attainment: Bachelors degree in Business Administration/ Management/
Economics/ Industrial Engineering or other related field requirements;
MBA or MBM preferred.
2. Knowledge of Specific Functional Work: 1.Financial analysis and modeling, financial structuring
and evaluation, valuation, securities
distribution.
2.Deal origination & client management
3. Industry/ Work Experience Required: At least 7 years in investment banking
4. Special Skills/ Behaviors required: - Proficiency in Excel, Word and PowerPoint
- Above average problem solving ability
- Willingness to work a minimum of 40 hours per week
And on extended hours
- High proficiency in written and verbal communication
- Supervisory & marketing skills

HRD-R-JD-2010-01

Revised 2.1.10