Investment Banking Director

General Duties & Responsibilities:

• Abides by company by-laws including policies and procedures and grants preliminary approval to the submitted changes of the above and forwards it to the General Manager for further approval.
• Abides by the authorities granted to the position as per the delegation of authority structure and any formal changes thereto.
• Reviews the work of subordinate managers to ensure compliance with PGE established policies and procedures.
• Evaluates the performance of subordinate managers, and interviews applicants.
• Delegates particular day-to-day responsibilities to the Corporate Finance and Capital Markets Departmental Heads.

Operational Duties & Responsibilities:

• Overviews the marketing and prospecting activities including contacting prospective customers to present information on available financial services and products.
• Take the responsibility to ensure that Investment Banking function meets its market share target and reach its targeted position among other competitors.
• Assist in Identifying and bringing new business opportunities and generate additional income.
• Ensure appropriate marketing of PGE’s Investment banking services and penetration into new markets.
• Responsible for the execution of the marketing activities for the Investment Banking function.
• Ensures customers retention and development through monitoring of customers satisfaction.
• Participates and take an active role in Investment and Executive Committees meetings.
• Undertakes corporate financial restructuring assignments.
• Advises in the development of strategic plans and business plans.
• Provides Financial advisory services.
• Approves private placement memorandums and information memorandums.
• Carries out placements such as Private Placements, Initial Public Offerings (IPOs), Fund Raising and as well Marketing for third parties.
• Approves the developed operating budgets for the department and monitors the budget through regular budget variance reports.
• Approves the organization and administration to the training needs of the department.
• Leads and directs presentations on financial services to groups to attract new customers for PGE.
• Promotes goodwill through such publicity efforts as speeches, exhibits, and question/answer sessions.
• Represents PGE during community projects and at public, social, and business gatherings.
• Overviews and approves the development of prospects from current customers, referral leads, and other sources.
• Reviews business trends (in conjunction with the investment and trading department personnel) and advises management regarding expected fluctuations, and how it might affect clients’ investments.
• Supervises the day-to-day work of the Investment Banking Function Managers and Divisions Heads.