Private Markets Investment Specialist - Unlisted Assets

SUMMARY:
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POSITION INFO:

Purpose of the role:
As part of the Multi-Management: Private Markets team; the incumbent will assist the Head of Multi-Management: Private Markets in providing leadership and strategic vision for the fund investment business.

Duties:

• Deal sourcing – assist in identifying investment partners and opportunities
• Deal screening – desktop analysis of investment opportunities
• Preparation of preliminary scoping reports
• Assist the transaction lead throughout the investment process
• Assist in conducting and coordinating due diligence on potential investment opportunities
• Assist the transaction lead in structuring and pricing of transactions
• Assist the transaction lead in negotiation of term sheets
• Preparation of appraisal reports
• Review and comment on transaction agreements
• Participate in the implementation and disbursement process
• Assist the transaction lead in the handover of approved transactions to various divisions including portfolio management
• Ongoing monitoring of a portfolio of funds, including review of quarterly reports, valuation, risk management, compliance, and reporting
• Participate in the exit process for transactions

Requirements:

• Honours degree (Hons) (e.g. BCom , BAcc, B Bus, BSc, etc in financial management, finance, investment management or related equivalent qualification)
• Master’s degree qualification would be advantageous
• 4 to 6 years investment experience. Private equity, fund of funds or multi-manager experience would be advantageous
• Private equity industry knowledge
• FAIS RE 05 Certificate or must be obtained within 6 months of employment

Competencies and skills:

• Investment analysis
• Basic financial modelling skills
• Planning and organising skills
• Time management
• Research and analytical skills
• Commercial skills
• Writing and presentation skills
• Interpersonal and communication skills
• Problem solving