Job Family Card - Origination and Structuring

Work with clients and internal staff to originate customized investment deals/products or transactions to meet client requirements. Perform deal risk analysis, prepares credit memos, and designs and analyses the deal structure. Structuring is responsible for development (engineering/designing) and explanation of new and existing products for issuers. Structurers work closely with Sales and Origination staff.

Job Family Code

COS

Career Path View

Job Roles

Card Job Role Description

Job Role

Origination Associate

Job Family Code

COS

Job Family

Origination and Structuring

Responsibilities

    Conduct research on markets, policies, and competitive market pricing.

    Work with origination analyst to asses deals pricing, sizing, and adherence to policies.

    Maintain the company pipeline for all deals being reviewed by origination analysts.

    Support the origination process by keeping existing and potential deals records and clients information.

Card Job Role Description

Job Role

Origination and Structuring Analyst

Job Family Code

COS

Job Family

Origination and Structuring

Responsibilities

    Initiate deals and suggest structuring products/ transactions according to clients needs and in lines with organisation's policies.

    Interpret the economics and key contract terms of potential deal structures to clients.

    Execute transactions ensuring deal profitability to both the client and the stakeholders.

    Provide marketing with information on risk analysis, credit, deal execution and other technical features of the deal.

    Analyses different structured finance products and determine profitability to client and stakeholders.

Card Job Role Description

Job Role

Origination and Structuring Manager

Job Family Code

COS

Job Family

Origination and Structuring

Responsibilities

    Identify new deals for prospects and propose outreach strategy for all structured products under development.

    Lead customer negotiations and maintain strong client relationships to support investment deals.

    Monitor capital market products profitability and ensures proper pricing according to origination strategies.

    Prepare and present business cases to senior management regarding new markets, projects, and structures.

    Manage day to day origination and structuring activities ensuring organisation's policies are implemented.

Card Job Role Description

Job Role

Head of Origination & Structuring

Job Family Code

COS

Job Family

Origination and Structuring

Responsibilities

    Contribute to the formulation of the overall organization's strategy, in collaboration with others in the executive team, focussing the organization's Origination & Structuring.

    Approve and ensure implementation of Origination & Structuring policies and procedures and ensure its efficiency.

    Manage Origination & Structuring and ensures its compliance to regulatory requirements as well as market Standards.

    Manage and monitor Origination & Structuring budget for cost efficiency.

    Manage internal and external relationships and represent the organisation in all business matters related to Origination & Structuring.

    Approves plan to enter new markets and structuring new instruments while observing overall organisation's strategy and risk appetite.

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