Skip Navigation
open main navigation menu
city landscape

WHAT PROGRESS WILL YOU MAKE?

Advanced Search

Search Jobs

Match Your Skills

Let us search jobs for you based on the skills and experience listed in your LinkedIn™ Profile.

Start Matching

Career Opportunity

Investment Banking Vice President - Transaction Execution Group

  • Primary Location: Australia,New South Wales,Sydney
  • Education: Bachelor's Degree
  • Job Function: Institutional Banking
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 19026081

Description


he Transaction Execution Group (TEG) is a key operating function with Citi Institutional Clients Group.

TEG provides fixed income deal execution services across all industry groups. TEG works closely with Fixed Income Capital Markets, Corporate & Investment Banking, Citi Legal, Compliance and the Commitment Committee to organize and perform due diligence, prepare all of the requisite transaction documentation, receive all necessary internal approvals, prepare marketing materials, including roadshow presentations, and handle all transaction closing procedures. The role involves significant client interaction involved.

As a TEG banker, you will work on all aspects of executing fixed income transactions and will work closely with coverage bankers (CIB), capital markets, external and internal counsels, internal compliance, auditors and the client to ensure high quality, seamless deal execution.

ACCOUNTABILITIES

• Manage, coordinate and liaise as appropriate on internal approval processes:

- Conflict clearance

- Client adoption and Anti Money laundering approval

- Commitment Committee mandate memo

- Final Commitment Committee request

- Credit approval

- Product approval

- Managing Director Sponsorship memo

• Drive the implementation of deal documentation:

- Mandate letters (coordinating negotiation and execution with internal legal)

- New Business Meno

- Setting up equity & debt trading accounts

- Financing summary for syndicates

- Syndicate deal number

- Commitment Committee memos

- Terms and conditions of bonds Page 2 of 3 Position Description: Transaction Execution Group

- Offering documents and deal related correspondence

- Internal sales memo

• Take ownership of due diligence processes where appropriate:

- Preparation and circulation of due diligence questionnaires

- Coordinate due diligence meetings, participate in due diligence calls, maintain due diligence document checklist

• Implement and drive settlement processes:

- Liaise with operations and client in managing the flow of funds

- Manage settlements process

- Organise closing dinners

KEY CAPABILITIES AND ATTRIBUTES

Strong product and banking knowledge

Must be a team player, but have the ability to lead by example

Strong organisational skills

Strong attention to detail

Strong process driven mentality

Must be able to commit and meet deadlines under pressure

Confident communicator

Proactive and enthusiastic self-starter


Qualifications


Degree qualified in Finance / Banking / Math / Law

Product or financial markets experience (3-5 years), dealing with Capital Markets and Derivative products

Documentation, settlements, execution experience considered strength but not essential

Confident client interaction and communication skills Page 3 of 3 Position Description: Transaction Execution Group

When you work at Citi, you will be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi Australia is an Employer of Choice for Women and supports a flexible work environment.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy