Job Description
Job Summary
• The Senior Analyst will have particular responsibility for leading Sage Grey Finance's Commercial Paper programme, including programme development, investor mobilisation, transaction structuring, stakeholder engagement, issuance execution, refinancing and post-issuance management.
• The role will serve as a senior representative of Sage Grey Finance in engagements with institutional investors, Development Finance Institutions DFIs, pension funds, insurance companies, banks, asset managers, government institutions, capital market operators, professional advisers and other strategic stakeholders.
Core Mandate
The Senior Analyst, Corporate Funds & Capital Markets shall have overall responsibility for:
• Leading the Company's Commercial Paper programme and other capital market transactions.
• Developing and executing Sage Grey Finance's corporate fundraising and capital mobilisation strategy.
• Building and managing relationships with institutional investors and strategic funding partners.
• Originating and structuring funding and investment opportunities.
• Leading engagements with DFIs, government institutions and other development finance partners.
• Structuring and raising capital for Sage Grey-sponsored investment funds.
• Supporting the management and oversight of investment funds established by Sage Grey Finance.
• Developing and maintaining a strong pipeline of funding, investment and capital market transactions.
• Providing market intelligence and strategic funding recommendations to the Management.
• Ensuring that the Unit contributes meaningfully to the Company's revenue, profitability and strategic growth objectives.
Key Responsibilities
Commercial Paper & Capital Markets:
The Senior Analyst shall have overall responsibility for Sage Grey Finance's Commercial Paper programme and related capital market activities.
Responsibilities include:
• Lead the development, implementation and ongoing management of the Company's Commercial Paper programme.
• Develop the strategy and issuance calendar for the CP programme.
• Lead the establishment, renewal and maintenance of the CP programme and associated documentation.
• Manage relationships with Issuing Houses, Arrangers, Trustees, Solicitors, Rating Agencies, Registrars, Auditors and other transaction advisers.
• Oversee regulatory and transaction requirements relating to CP issuances.
• Lead the preparation and review of:
• Programme Memoranda
• Information Memoranda
• Pricing Supplements
• Term Sheets
• Investor Presentations
• Teasers
• Board and management papers
• Regulatory submissions
• Lead investor mobilisation and subscription efforts for CP issuances.
• Develop and maintain relationships with eligible institutional investors.
• Lead investor roadshows, meetings, calls and transaction presentations.
• Monitor investor appetite, pricing expectations, tenor preferences and market liquidity.
• Lead commercial discussions around transaction structure, pricing and tenor within approved mandates.
• Oversee subscription, allotment, settlement and closing processes.
• Monitor outstanding CP obligations and maturity profiles.
• Develop and execute appropriate refinancing and rollover strategies.
• Monitor utilisation of CP proceeds in accordance with approved use of funds.
• Provide regular reports to the management on the performance and outlook of the CP programme.
• Identify opportunities to expand the Company's capital market activities into corporate bonds, private placements and other debt instruments.
Institutional Investor Relations:
The Senior Analyst shall lead Sage Grey Finance's institutional investor engagement strategy:
Responsibilities include:
• Develop and maintain relationships with:
• Pension Fund Administrators
• Insurance Companies
• Asset Managers
• Commercial and Investment Banks
• Development Finance Institutions
• Investment Funds
• Family Offices
• High-Net-Worth Investors
• International investors
• Government and quasi-government institutions
• Build and maintain a diversified institutional investor network.
• Understand investor mandates, investment criteria, risk appetite, liquidity requirements and return expectations.
• Match Sage Grey's funding and investment opportunities with appropriate investors.
• Lead investor presentations, roadshows, meetings and negotiations.
• Develop investor communication and engagement strategies.
• Maintain regular communication with existing and prospective investors.
• Identify opportunities for repeat investments and long-term strategic partnerships.
• Develop investor relationship plans for key institutional accounts.
• Maintain accurate records of investor engagement, commitments, requirements and follow-up actions.
• Represent Sage Grey Finance at relevant capital market, investment and institutional forums.
Fund Raising & Capital Mobilisation:
The Senior Analyst shall lead the mobilisation of capital from local and international sources:
Responsibilities include:
• Identify and evaluate potential sources of capital.
• Develop funding strategies aligned with the Company's capital requirements and investment objectives.
• Lead engagement with institutional investors, DFIs, development partners and private capital providers.
• Structure funding solutions including:
• Debt
• Equity
• Quasi-equity
• Structured Credit
• Blended Finance
• Concessional Finance
• Project Finance
• Private Placements
• Lead the preparation of funding proposals, concept notes, investment memoranda and transaction materials.
• Lead negotiations with prospective funding partners.
• Coordinate due diligence and information requests.
• Manage funding transactions from origination through approval, documentation and closing.
• Track funding conditions, approvals, conditions precedent and disbursement requirements.
• Develop a diversified and sustainable funding base for Sage Grey Finance.
• Monitor the Company's cost of capital and recommend opportunities for optimisation.
Development Finance & Government Engagement:
The Senior Analyst shall lead strategic engagement with DFIs, government institutions and development partners:
Key responsibilities include:
• Establish and maintain senior-level relationships with:
• Bank of Industry BOI
• Development Bank of Nigeria DBN
• African Development Bank AfDB
• International Finance Corporation IFC
• European Investment Bank EIB
• Islamic Development Bank IsDB
• Export-Import Banks
• Bilateral development institutions
• Other relevant DFIs and development partners
• Identify relevant funding programmes, guarantees, concessional facilities and investment opportunities.
• Develop and present funding proposals to DFIs and development partners.
• Lead negotiations on funding structures and commercial terms.
• Coordinate institutional due diligence and information requirements.
• Engage Federal Ministries, Departments and Agencies and State Governments on strategic funding opportunities.
• Develop funding frameworks for infrastructure, industrialisation and sector-focused programmes.
• Explore blended finance, guarantees and credit enhancement structures.
• Develop strategic partnerships between Sage Grey, government institutions and development finance providers.
Fund Structuring & Capital Raising:
The Senior Analyst shall lead the development and capitalisation of investment funds established or sponsored by Sage Grey Finance:
Responsibilities include:
• Identify sectors and investment themes suitable for fund development.
• Lead the development of new fund concepts and investment strategies.
• Develop fund investment theses, target returns, risk parameters and capital requirements.
• Determine appropriate fund and investment vehicle structures.
• Oversee the preparation of:
• Fund strategy
• Investment thesis
• Investment policy
• Financial models
• Information Memoranda
• Investor presentations
• Term Sheets
• Governance frameworks
• Fund documentation
• Identify and engage anchor investors and strategic investment partners.
• Lead fundraising and investor negotiations for Sage Grey-sponsored funds.
• Support the establishment of appropriate fund governance structures.
• Oversee fund deployment and investment activities.
• Monitor fund performance, portfolio concentration, liquidity and risk exposure.
• Ensure investments remain within approved fund mandates and investment policies.
• Oversee investor reporting and communication.
• Identify opportunities for additional fund launches and expansion of existing investment platforms.
Market Intelligence & Strategic Advisory:
The Senior Analyst shall provide senior management with actionable intelligence on capital markets, funding and investment opportunities:
Responsibilities include:
• Monitor domestic and international capital market conditions.
• Track interest rates, liquidity conditions, investor sentiment and pricing trends.
• Monitor developments in debt and equity markets.
• Track DFI programmes and government funding initiatives.
• Identify alternative and emerging sources of capital.
• Benchmark Sage Grey's funding propositions against relevant market opportunities.
• Monitor regulatory and economic developments affecting the Company's funding activities.
• Advise the management on opportunities and risks arising from market developments.
• Recommend adjustments to Sage Grey's funding and investment strategy based on market conditions.
Team Leadership & Functional Management:
The Senior Analyst shall lead the Corporate Funds & Capital Markets team and shall:
• Establish the organisational structure and staffing requirements of the Unit.
• Define roles, responsibilities and performance expectations.
• Develop team objectives and KPIs aligned with the Company's strategic objectives.
• Allocate transactions and workstreams across the team.
• Review the quality, progress and commercial viability of transaction deliverables.
• Mentor and develop team members.
• Build the technical and commercial capabilities of the Unit.
• Establish effective transaction management, reporting and documentation processes.
• Ensure collaboration with Advisory, Treasury, Finance, Risk, Legal, Compliance and Operations.
• Promote a culture of accountability, execution and commercial performance.
• Conduct periodic performance reviews and recommend training and development initiatives.
Strategic Leadership & Business Development:
The Senior Analyst shall provide strategic and commercial leadership for the Corporate Funds & Capital Markets function:
Key responsibilities include:
• Develop the annual strategy and business plan for the Corporate Fund Unit function.
• Translate Sage Grey's corporate objectives into actionable capital mobilisation and investment initiatives.
• Identify new markets, funding sources, investor segments and capital market opportunities.
• Develop and maintain a robust pipeline of funding mandates, investment opportunities and capital market transactions.
• Identify opportunities to diversify Sage Grey's sources of capital.
• Develop strategic partnerships with institutional investors, DFIs, government entities and other funding partners.
• Identify opportunities for new financial products, funds and investment vehicles.
• Monitor market developments and recommend strategic responses to management.
• Provide regular reports to the management on business performance, pipeline, capital mobilisation, transactions and key risks.
• Advise the management on capital structure, funding strategy, investor appetite, pricing and market positioning.
• Develop initiatives that increase the Company's recurring and sustainable funding base.
Key Deliverables
The Senior Analyst shall be accountable for the following principal deliverables:
Commercial Paper Programme:
• Successful establishment and management of the CP programme.
• Achievement of approved CP issuance and mobilisation targets.
• Strong and diversified institutional investor participation.
• Effective management of CP maturities, refinancing and rollover requirements.
• Optimisation of funding cost within prevailing market conditions.
Capital Mobilisation:
• Achievement of approved annual capital mobilisation targets.
• Development of a diversified funding base.
• Successful conversion of funding opportunities into closed transactions.
• Development of strategic institutional and DFI partnerships.
Investor Development:
• Growth in institutional investor relationships.
• Increased investor participation and repeat investments.
• Development of long-term strategic investor partnerships.
Fund Development:
• Successful establishment and capitalisation of Sage Grey-sponsored funds.
• Mobilisation of anchor and institutional investors.
• Effective fund deployment and portfolio monitoring.
Transaction Execution:
• Timely and successful closure of transactions.
• Effective management of advisers and transaction stakeholders.
• Appropriate transaction documentation and governance.
Business Development:
• Origination of new funding and investment mandates.
• Development of strategic partnerships.
• Contribution to revenue and profitability of the Corporate Funds & Capital Markets function
Key Performance Indicators KPIs
Performance shall be assessed against approved annual targets, including:
Capital Mobilisation:
• Total value of capital mobilised.
• Number and value of transactions successfully closed.
• Percentage of qualified pipeline converted to completed transactions.
• Growth in institutional and international funding sources.
Commercial Paper:
• Total CP issuance volume.
• Number of successful issuances.
• Investor subscription levels.
• Investor retention and repeat participation.
• Successful refinancing/rollover of maturing CP.
• Funding cost achieved relative to market benchmarks.
Investor Development:
• Number of new institutional investors onboarded.
• Value of investor commitments secured.
• Number of strategic institutional relationships established.
• Repeat investment rate.
Fund Development:
• Number and value of funds established.
• Capital raised for Sage Grey-sponsored funds.
• Fund deployment performance.
• Portfolio performance against approved benchmarks.
Revenue & Business Development:
• Revenue generated from Corporate Funds & Capital Markets activities.
• New mandates originated.
• Value and quality of transaction pipeline.
• Conversion rate from originated mandates to executed transactions.
Execution & Governance:
• Percentage of transactions completed within approved timelines.
• Compliance with transaction requirements.
• Quality and accuracy of transaction documentation.
• Effective management of transaction risks.
• Timely escalation and resolution of material issues.
Leadership:
• Achievement of Corporate Funds & Capital Markets business plan.
• Team productivity and development.
• Staff retention and capability development.
• Achievement of departmental revenue and strategic objectives.
Requirements
The ideal candidate should possess:
• A Bachelor’s Degree in Finance, Accounting, Economics, Business Administration or a related discipline.
• Must have 5–8 years of relevant experience in corporate finance, investment banking, treasury, capital markets, fund management, financial advisory or institutional funding.
• Demonstrable experience in Commercial Paper, debt capital markets, institutional fundraising or structured finance.
• Professional qualification such as ICAN, ACCA, ACA, CIMA or equivalent is an advantage.
• Demonstrable transaction origination and execution experience.
• Strong understanding of the Nigerian capital markets and financial services ecosystem.
• Experience engaging institutional investors, banks, DFIs and professional transaction advisers.
• Strong financial modelling and transaction analysis skills.
• Excellent understanding of financial instruments, funding structures and investment products.
• Strong project management and stakeholder coordination capabilities.
• Excellent written, analytical, presentation and negotiation skills.
Core Competencies:
The successful candidate should demonstrate strong capability in:
• Capital Markets & Funding Expertise
• Commercial Paper Transaction Management
• Financial Modelling & Analysis
• Investor Relations
• Institutional Stakeholder Management
• Transaction Structuring
• Project & Transaction Management
• Negotiation & Commercial Acumen
• Risk Awareness
• Regulatory & Compliance Awareness
• Report Writing & Presentation
• Relationship Management
• Attention to Detail
• Execution Orientation
Authority & Accountability:
The Senior Corporate Fund Analyst shall have responsibility for coordinating assigned transactions and stakeholder engagements within approved mandates and shall:
• Represent the Corporate Fund Unit in designated stakeholder engagements.
• Represent Sage Grey Finance in engagements with investors, DFIs, banks, government institutions and strategic stakeholders.
• Lead commercial and transaction discussions.
• Coordinate external advisers and transaction counterparties.
• Negotiate transaction terms within approved mandates.
• Originate and progress funding and investment opportunities.
• Allocate responsibilities within the Corporate Funds & Capital Markets team.
• Recommend new funds, funding structures and capital market transactions to the management.
• Recommend strategic partnerships and investor relationships.
• Make recommendations to the management on funding, investment and capital market opportunities.
