About the role
AI summarisedThis role is for an Investment Finance Documentation Officer at a bank, responsible for preparing and reviewing investment finance documentation, ensuring compliance with regulatory requirements, and supporting the investment finance team.
BusinessFull-timeGeneral
Key Responsibilities
- Prepare and review investment finance documentation including loan agreements, security documents, and facility letters.
- Ensure all documentation complies with internal policies and regulatory requirements.
- Coordinate with internal stakeholders such as legal, credit, and operations teams to facilitate document execution.
- Maintain accurate records of all documentation and track document status.
- Assist in the onboarding of new clients and facilities by gathering required documentation.
- Support the investment finance team in ad-hoc tasks and projects.
Requirements
- Bachelor's degree in Finance, Business, Accounting, or related field.
- At least 2 years of experience in investment finance documentation or related role.
- Strong understanding of loan documentation and regulatory requirements.
- Excellent attention to detail and organizational skills.
- Proficient in Microsoft Office Suite.
- Good communication and interpersonal skills.
- Ability to work under pressure and meet tight deadlines.
- Knowledge of AML and KYC procedures is preferred.