Junior Manager - Financial Services Advisory

Details of the offer

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationships, with colleagues, clients, and other stakeholders, and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.
BDO's global organisation extends across 164 countries and territories, with 111,307 people working out of 1,803 offices – and we're all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.
BDO South Africa has a vacancy for an Advisory Junior Manager in our FS Advisory team.
The Junior Manager will be responsible for project management, valuation of financial instruments, and specialist advisory projects within FS. It will be the job of the Advisory Junior Manager to provide support to the advisory team. The Advisory Junior Manager will also mentor, upskill, and coach the existing team to ensure that we build a sustainable specialist FS advisory team.
Main Duties and Responsibilities:

Take ownership of, and manage work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
Proper planning before the assignment, appropriate coaching during the assignment, attention to quality of the deliverable and the supporting documentation, adequately completing provisions.
Manage the WIP appropriately and within budget, where applicable, billing the engagement, and closing the engagement.
Be an effective project manager and coach others to be effective project managers.
Agree on a development plan with the partner at the start of the assignment.
Coach the team in the writing of Management Letter Points (MLPs) of an appropriate standard for weaknesses identified. Discuss with the client and obtain their comments.
Review written documents to ensure that they are organised, well-written, referenced, and easy to follow.
Establish effective working relationships directly with key clients, and broader BDO stakeholders.
Understand what the company you are working on does and how they make revenue.
Bring industry insights and recommendations to the client during client discussions.
Ensure value-added delivery to the client driving sustainability of client relationships and work allocation.
Drive up-selling and cross-selling opportunities at the client.
Review valuation of financial instruments and documentation/assigned scope of work.
Understand the relevance of financial instruments and financial services in reviews of the testing and documentation.
Manage the day-to-day activities of the Specialised Valuations Group along with the related valuation software of B-VAL and B-Listed.
Assist with executing and supervising FS advisory engagements.
Actively participate in meetings with key client stakeholders and internal senior stakeholders.
Review project risks, processes, and controls.
Develop a comprehensive understanding of the client's processes and methodologies, including the reviews of process flows related to financial instruments and market risk.
Work in, manage, and coach teams and effectively communicate across different levels within the organisation. Be able to run multiple engagements concurrently.
Mentor, coach, upskill, and supervise junior team members.
Focus on building the business and be able to identify potential leads to communicate to senior leaders.
Run with the end-to-end proposal and business development process with the assistance of a senior leader.
Coordinate and lead meetings with C-level client stakeholders.
Able to lead initiatives from commencement to conclusion with coaching and mentoring. Understand when to request input or assistance.
Support broader FS business initiatives and also expected to live the BDO values.
Ensure compliance with the engagement performance process.

Qualifications/Recognition of Prior Learning equivalent:

Honours degree in Mathematical Sciences; or
Honours degree in Accounting Sciences; or Equivalent.

Work Experience and Knowledge:

Minimum 3 years' experience specialised training in financial instrument fair valuations and hedge accounting.
Experience in Financial Services clients audit (external/internal).
Proven experience in dealing with clients and management related to financial services.

Technical Competencies:

Financial instruments valuations.
Financial accounting for financial instruments.
Audit (external/internal) experience.


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