Applying job

Position: Merchant Banking Originator

Location: Maraval road Port of Spain / Trinidad and Tobago

Company: ANSA Merchant Bank

Job Summary:


The merchant banking originator (MBO) will work with our financial services clients (e.g., banks, non-bank lenders, insurance providers, asset manager and payments providers) to achieve their most important strategic and financial objectives.

The MBO will play a leading role in expanding our financial services practice, including sourcing and winning investment banking opportunities and executing on equity, debt, M&A, and restructuring transactions. The MBO will be responsible for leading deal teams through every phase of the deal execution process.


Job Description:

  • Engage in marketing activities with existing and new potential clients and manage deal pipeline
  • Create a comprehensive origination strategy to build brand and product awareness within the commercial banking and investment banking community.
  • Identify opportunities, develop and maintain relationships with bank and non-bank senior lenders.
  • Cover major money centre regions and build senior level relationships with BDOS, team leaders, relationship/portfolio managers and special assets executives.
  • Develop and maintain list of prospects and clients and provide reports on a regular basis.
  • Participate in weekly team meetings to coordinate and strategize on new business opportunities, client meetings, marketing opportunities, and business development growth.
  • Solicit feedback on and monitor competitive services, branding and marketing approaches.
  • Execute sell-side, buy-side, and restructuring mandates
  • Originate new investment opportunities into primarily sponsor-led buyouts, refinancing, recapitalizations, and add-ons
  • Act as a team leader in the diligence, documentation, negotiation, & closing of investment opportunities
  • Manage existing and newly originated loan facilities through to return of principal
  • Lead transactions from beginning to close (client sourcing, pitch, process management, valuation analyses, due diligence, negotiations, closing)
  • Oversee all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation and closing Provide thought leadership to market leading companies on capital needs and M&A strategies Participate in all firm-building activities, including recruiting, training and the development of firm strategy, processes and intellectual capital
  • Attract, manage, train and mentor other team members
  • Build strong relationships with key stakeholders and peers on executive management to ensure the correct focus
  • Provide clear directions on strategic goals, translating and prioritizing them into business and performance measures.
  • Lead, inspire and coach a team of high caliber professionals, creating succession to key roles and enhancing bank management capability.
  • Monitor the strict adherence to governance and setting high standards of professionalism across the functions
  • Review performance improvement reports to determine effectiveness of interventions.
  • Any other work allocated by competent authority from time to time.



  • Coaching – works to improve and reinforce performance of others. Facilitates their skill development by providing clear, behaviorally specific performance feedback, and making or eliciting specific suggestions for improvement in a manner that builds confidence and maintains self-esteem.
  • Communication: open – creates an atmosphere in which timely and high-quality information flows smoothly up and down, inside and outside; encourages open expression of ideas and opinions.
  • Communication: oral and written – effectively transfers thoughts and expresses ideas orally or verbally in individual or group situations.
  • Conflict management – brings substantial conflicts and disagreements into the open and attempts to manage them collaboratively, building consensus, keeping the best interests of the organization in mind, not only one\’s own interest.
  • Critical thinking – the ability to break a situation down into smaller pieces to identify its key or underlying issues.



  • Masters a specialization in finance or equivalent.
  • Working knowledge of Microsoft Office Suite

How to apply:
These are the requirements for applying for this job:

- Do you have a Masters a specialization in finance or equivalent?