identifying and negotiating investments to closing deals and monitoring the portfolio. You will contribute professional development. Key qualifications for the Deal Executive : CA(SA), CFA 5 years of experience in markets and instruments Key responsibilities for the Deal Executive include but are not limited to : Assist activities Key personal skills for the successful Deal Executive : Strong analytical and problem-solving
Robert Walters South Africa As a Senior Deal Executive, you will play a pivotal role in transactions both internal and external resources. As the Senior Deal Executive, you will be responsible for assisting investment strategy. Key Qualifications for the Senior Deal Executive : CA(SA) or CFA 10 years of experience (Tax, Companies Act). Key Duties for the Senior Deal Executive include but are not limited to : Successfully align with the firm's investment strategy Oversee deal-making processes from identification to exit Provide
Responsibilities include sourcing deals, supporting business development, and maintaining client relationships />
systems and processes. Sales co-ordination: Submit deals for credit vetting Liaise with the respective rep rep and Manager on approval criteria Complete deal paperwork with Info supplied by the sales rep; Agreement Annexure, landlord and insurance confirmations, cash deals proforma, invoices and statements Facilitate stock Request release notes from the finance houses for the deals Co-ordinate delivery and installation confirmations commission sheets monthly Follow up on finance and cash deal payments Following up on all outstanding payments
systems and processes. Sales co-ordination: Submit deals for credit vetting Liaise with the respective rep rep and Manager on approval criteria Complete deal paperwork with Info supplied by the sales rep; Agreement Annexure, landlord and insurance confirmations, cash deals proforma, invoices and statements Facilitate stock Request release notes from the finance houses for the deals Co-ordinate delivery and installation confirmations commission sheets monthly Follow up on finance and cash deal payments Following up on all outstanding payments
ively source and develop bankable transactions/deals within the SBU’s sectoral focus area.
deal sourcing / project origination role.
Robert Walters South Africa As a Senior Deal Executive, you will play a pivotal role in transactions both internal and external resources. As the Senior Deal Executive, you will be responsible for assisting investment strategy. Key Qualifications for the Senior Deal Executive : CA(SA) or CFA 10 years of experience (Tax, Companies Act). Key Duties for the Senior Deal Executive include but are not limited to : Successfully align with the firm's investment strategy Oversee deal-making processes from identification to exit Provide
finance deals approved, to ensure that the pre and post administration aspects of the respective deals are of drawdown on core banking system for finance deals in order for documents to be extracted by Credit Hub for approval of finance deals. Post Pay-out •Scans all FICA and deal files onto Docuware as per bank verify banking details •Finalisation of Non-Finalised Deal payments QUALIFICATIONS •Matric •BCOM Degree or
finance deals approved, to ensure that the pre and post administration aspects of the respective deals are of drawdown on core banking system for finance deals in order for documents to be extracted by Credit Hub for approval of finance deals. Post Pay-out •Scans all FICA and deal files onto Docuware as per bank verify banking details •Finalisation of Non-Finalised Deal payments QUALIFICATIONS •Matric •BCOM Degree or
detail and very accurate.
Placing orders
Dealing with GRV's
Capturing on system
Invoicing
/>Invoicing on Pastel / Sage Evolution
Dealing with clients / suppliers
Follow up with suppliers