Deal Manager (Fixed-term contract) in England

Join to apply for the Deal Manager (Fixed-term contract) role at Investec. Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who’ll think out of the ordinary and we put them in environments where they’ll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate, this could be the boost your career deserves.

The Deal Management team are the primary internal contacts and relationship managers for all Corporate Lending Operations activities. A Deal Manager is responsible for facilitating Lending Business areas and wider group stakeholders to ensure the bank’s transactions are managed as effectively as possible, with risk mitigation and data quality at the forefront of the service provided. This offering is delivered in a way that supports our clients’ requirements within an appropriate risk framework and control environment. This role is a 12‑month fixed‑term contract.

Description of role and key responsibilities

• Collation of lending pipeline information and distribution to appropriate stakeholders.
• Review of draft documentation at appropriate stages, suggesting changes to improve the operational aspect of the transaction.
• Deal Execution

• Booking of new (bilateral, agency and syndicated participations) deals & facilities in the lending source system, ensuring accuracy of data capture.
• Booking of deal amendments/restructures within the lending source system.
• Governance and management of initial pay‑away conditions in line with the new deal / new facility checklists.
• Completion of security build‑in source booking system.
• Input & tracking of all conditions subsequent, including credit‑defined sell‑downs.
• Collation and record retention of transaction withholding tax forms, such as W8 & W9 Ben forms.
• Reconciliation of derivatives booking versus loan profiles to ensure the hedge is effective (if applicable).
• Completion and handover of transaction notes to the servicing team within SLA.

• Oversight of overdue covenants and breaches for escalation via BU dashboard meetings.
• Oversight of security valuation and booking accuracy.
• Filing of relevant documentation on global doc storage site per the filing policy.
• Oversight of reconciliations and active management to clear complex breaks and long‑dated items.
• Oversight of arrears and communication with business lines, credit and credit support teams within own portfolio.
• Production of risk event write‑ups and analysis to close out gaps and reduce risks within the operating environment.
• Data oversight of ongoing transactions in the capacity of data ownership.
• Completion of the termination process for deals/facilities.
• Movement of amortising fees from terminated facilities, including cleanup of any small balance differences.
• Monthly cleanup of unsent notices.
• Monthly cleanup/review of FHAD items.
• Ad‑hoc cover for absent resources within the team.
• Delivery of bank‑wide initiatives/projects.
• Dashboards and BU conversation are a key component of the role – the manager owns the production and accuracy of all data.
• Production of desk level MI and KRI reporting of outcomes of desk‑level meetings to DM leadership.

• Regulatory knowledge as applicable to the role (compulsory).
• Ability to act with integrity at all times and embrace the GLO philosophy.
• Training, coaching & assessment skills (ability to identify training gaps in self and others).

• Strong experience over a broad and complex product range.
• Strong LoanIQ experience and ability to build deals.
• Ability to interpret and operationalise complex credit, ancillary & security documentation.
• Strong understanding of lending risk environment.
• Understanding of downstream implications, including finance, funding, risk reporting (market, operational and credit).
• System knowledge and flexibility, ability to navigate and adapt to changes through a constantly changing technical environment.

• Ability to negotiate documentation, requirements and verbal interactions.
• Pro‑active "can‑do" approach with the ability to problem‑solve in a collaborative environment.
• Ability to work under pressure and manage high volumes.
• Strong analytical mind‑set.
• Strong verbal and written communication skills and ability to build and manage relationships with all stakeholders.
• Must be driven to facilitate, drive change and optimise efficiencies.
• Illustrate a high level of emotional intelligence, coaching ability, self‑motivation and positive temperament.
• Be accountable and take ownership of the role.

• Knowledge of relevant Investec policies and procedures.
• Knowledge of relevant Investec IT applications.
• Knowledge of Investec authorisation processes.
• Extensive and diverse knowledge of the range of IBP lending products currently under management.

Working week & benefits

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

• Wellbeing Subsidy
• Corporate gym membership
• Virtual GP
• Peppy Health App (fertility, menopause and early parenthood)
• Optional private medical & dental insurance

Monetary: Non‑contributory pension & discretionary bonus. Life & income protection: Life assurance, critical illness & income protection. Travel: Season ticket loan & electric vehicle scheme.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It’s a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don’t let our person specification hold you back. Get in touch!

Accessibility support

We commit to ensuring that everyone is fairly assessed during our recruitment process. The Recite Me assistive technology is available on our careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page. The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more. If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team who will be happy to assist.