Candidates should be able to work closely within a team, be seeking a rewarding career in fiduciary asset management, and have a strong ethical base. As part of a team, to be responsible for deal origination, including developing and maintaining counterparty relationships, deal analysis and the assessment of investment opportunities, and to negotiate, structure, conclude and manage private equity (and some debt) transactions.


General:

Proactive and high-energy with a hands-on approach to problem solving, and a positive and creative attitude
Providing support to, and working with, experienced team members
Depending on experience, providing training and mentoring to less experienced team members
Uncompromising with respect to quality of work and completeness in all regards
Unquestionable ethics and integrity
Willing to take on a challenging amount of responsibility and work load
Able to both take direction and show initiative as appropriate
Results-oriented, with an ability to manage multiple projects and deadlines simultaneously and expeditiously
Demonstrated aptitude for quantitative analysis, risk assessment and financial modelling Ability to assess risks across a spectrum of areas related to each transaction
Superior attention to detail and highly organised
Ability to work independently and also to work closely with other team members
Excellent analytical, strategic, negotiation and implementation skills
Domestic travel required

Key Objectives:

Generate investment thesis/ideas emanating from market developments, sector information and/or company developments
Participate in negotiations of new investments with support of experienced team members on behalf of the various company funds
Preparation and presentation of Investment reports on new and existing portfolio investments for submission to the company Investment Committee
Provide financial evaluation of project investment opportunities to the Investment Committee which includes but not limited to:
Historical financial statement analysis
Historic and forecasted financial ratio analysis as well as scenario testing analysis
Creating and analyzing complex financial models (including sensitivity analysis) to support potential investment opportunities
Conduct market research in potential investment sectors
Conduct extensive company and industry due diligence
Conduct other counterparty analysis (governance, environmental, social, competitive, management, etc)
Review and negotiate transaction legal documents such as Memorandum of Incorporations, Shareholders Agreements, and Share Purchase Agreements with the assistance of experienced team members
Work collaboratively with team members outside of the investment team to ensure deal capturing, reporting, monitoring and valuations.
Post investment monitoring of new/existing investments:
Review of monthly management accounts of Portfolio Companies and annual forecasts
Ensure through review that the implementation of agreed strategic vision with management/co-shareholders is on track thereby increasing shareholder value
Preparation of annual and ad-hoc valuation reports on various Portfolio Companies to be submitted to the company Valuation Committee

Technical and Professional Knowledge and Skills:

Strong academic credentials – B Bus Science or similar
CA or CFA candidate preferred
Strong commercial focus with a passion for investments
Strong company evaluation skills and private equity valuation skills
Previous unlisted deal transaction experience
Strong interpersonal and communication skills
Excellent verbal and written communication skills
A good knowledge of PE and the ability to apply your skills creatively to diverse investment opportunities
Proficiency in a variety of computer software applications, including MS Excel, Word and PowerPoint

Competencies:

Analytical thinking
Numeracy
Attention to detail
Judgement
Initiative
Assertive, articulate and confident
Collaboration and teamwork
Negotiation skills
Networking skills
Excellent planning & organisation skills
Self-motivated and self-driven
Ability to work under pressure and to tight deadlines
Excellent communication skills (including written and presentation skills)
Integrity
Adaptability