Description

Key Responsibilities

Transaction Origination & Evaluation

• Identify and assess inorganic growth opportunities across priority markets and business lines.
• Conduct strategic, financial, and commercial analysis of acquisition, partnership, and investment opportunities.
• Evaluate target companies, fintech firms, financial institutions, and adjacent businesses for strategic fit and value creation potential.
• Develop investment theses and recommendations for senior management and investment committees.

Transaction Execution

• Lead or support transaction execution from initial screening through closing.
• Manage M&A, strategic partnership, joint venture, and direct investment processes.
• Coordinate due diligence activities across financial, legal, tax, compliance, regulatory, and operational workstreams.
• Negotiate transaction structures, key commercial terms, and definitive agreements alongside legal advisors.
• Prepare materials for internal governance and approval committees.

Strategic Partnerships & Joint Ventures

• Assist in sourcing, negotiating, and managing strategic partnerships that enhance business capabilities and market access.
• Evaluate JV structures, governance frameworks, economics, and shareholder arrangements.
• Work closely with business unit leaders to develop partnership strategies and post-signing integration plans.

Portfolio Management

• Monitor and evaluate the performance of strategic equity investments and partnerships.
• Support ongoing portfolio reviews and strategic assessments.
• Identify opportunities for value creation, restructuring, divestments, or capital redeployment.

Stakeholder Management

• Partner with regional CEOs, business heads, finance, legal, risk, compliance, and strategy teams.
• Engage external stakeholders including investment banks, consultants, legal advisors, and potential transaction counterparties.
• Present analyses and recommendations to executive management and governance committees.

Requirements

Experience

• 3-7 years of relevant experience within:
  • Investment Banking (M&A)
  • Corporate Development
  • Private Equity
  • Principal Investments
  • Strategy & Transactions Advisory (Big 4)
  • Strategic Investments teams within Financial Institutions

Technical Skills

• Strong financial modelling and valuation capabilities.
• Experience preparing investment committee and board-level materials.
• Solid understanding of transaction processes, due diligence, and deal structuring.
• Knowledge of banking, fintech, payments, wealth management, or financial services sectors is highly advantageous.
• Advanced proficiency in Excel and PowerPoint.