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Trade and Working Capital Transactor

Vacancy Details

Reference No.



Our client, a market leader in Investment Banking, is seeking a Trade and Working Capital Transactor to generate revenue by originating and structuring deals, following due diligence, paying out and managing the client on an ongoing basis.


  • Generate revenue at acceptable risk-return levels.
  • Originate deals by engaging with Coverage and Clients.
  • Structure the deal to match the client’s requirements in relation to the banks risk appetite.
  • Interpret annual financial statements to determine the deal structure.
  • Compile a specialist credit report, term sheet and/or information memorandum, description of the Debt Package, the offer etc.
  • Present the structured transaction with the outline of the proposed solution to the client.
  • Consider other risks such as operational and management of deal structure
  • Follow due diligence to validate client’s business model.
  • Gain credit approval.
  • Implement the transaction and manage the deal conclusion forum.
  • Provide input to draft legal agreements and manage the process accordingly.
  • Ensure the client is satisfied.
  • Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes.
  • Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered.
  • Preserves relationships despite airing conflicting views and seeks mutual gains when addressing conflicts.
  • Anticipates consequences and adapts problem solving based on continual feedback.
  • Act speedily to resolve problems, queries and complaints.
  • Adapt communication styles to meet the needs of different audiences.
  • Teamwork, self-management and alignment to group values.
  • Demonstrates pride in the organisation’s brand, services and products by consistently delivering on the brands promise.
  • Plan and manage own workflow, anticipating obstacles, juggling priorities and following through on objectives within agreed time-frames and according to quality standards.
  • Stay relevant and up-to-date with legislations and new development.
  • Maintain a positive attitude and respond openly to feedback.
  • Handle stress in ways that do not negatively impact others.
  • Take ownership of personal career development, leveraging formal and informal opportunities.
  • Act in an ethical, transparent and morally defensible manner, including highlighting unethical practices.
  • Continually share, debate and communicate learning’s.
  • Flag and debate issues constructively.
  • Contribute to a friendly, co-operative climate in working with others to achieve collective goals.
  • Be sensitive to others feelings, needs, values, views and attitudes and be courteous and diplomatic when dealing with difficulties and problems others may be experiencing (EQ).


  • Minimum BCom, B.Eng or LLB Degree; CA(SA), CFA, MBA qualifications advantageous.
  • Minimum 5 years relevant working experience in Credit or Deal Making.
  • Investment Banking industry experience advantageous.
  • Trade finance experience would be beneficial.
  • Manufacturing and Construction and Auto, Logistics and Services sector knowledge would be advantageous.

Kindly note that if you do not hear back from us within two weeks, kindly consider your application unsuccessful.

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Gauteng - JHB North