Private Equity Transactor

Key responsibilities of the position

• Conducts sector analysis on predetermined sectors
• Presents at Sector and Transaction Status Meetings.
• Prepare proposals for and attend client meetings.
• Proactively source and identify investment opportunities utilising formal and informal networks.
• Gathering and analyzing data in order to build and articulate a detailed understanding of the key value drivers of businesses - including forming opinion on management of the company.
• Assist in scoping and managing the due diligence process on potential targets – includes full coordination of service providers; full budget management, ESG scoping and ensuring all findings are incorporated into the model.
• Overall accountability for the financial model.
• Compile quarterly valuations and investment reports on portfolio companies reflecting an in-depth understanding of the company and external market drivers.
• Monitor portfolio company performance and anticipate any issues (and suggest any proactive / remedial strategies).
• Prepare quarterly valuations
• Provide oversight, training, upskilling to Associates in all aspects of the investment value chain.
• Openly shares insights and arguments to influence and shape the deal

Requirements

CA/Actuarial Science/BEng/CFA/Business Science/MBA

5 years PQE experience in private equity