Infrastructure / Private Equity / Venture Capital / Renewables / Hedge Funds / Family Office / Special Situations

Investment Analyst, Emerging Companies

Our client is a well-established, diversified investment company that looks to invest patient capital across both the listed and unlisted markets. They are currently seeking to add to their Sydney based team with the hire of an Investment Analyst who will primarily support their Emerging Companies Fund. With a clear focus on growth stage companies across a diverse sector base, the team will play an active role in providing investors with the opportunity to generate long term returns through their portfolio. As an Investment Analyst you will work with the senior team to provide insights and valuations of potential investment opportunities and will be confident in your ability to build financial models and provide detailed overviews of businesses and sectors.

To be successful you will ideally have 2-4 years experience of working in mid-market corporate finance or equity research, will have advanced financial modelling skills and will be able to articulate a clear passion for investing and the equity markets. You will have first class communication skills, will be able to work as part of a small team and will be comfortable operating at the Analyst level where you will be required to support an experienced senior team.

For a confidential discussion regarding the opportunity please contact Ali Roger below.

Applicants must have full working rights in place to be considered for this opportunity.

Contact

Ali Roger


02 9235 9450

Investment Analyst, Emerging Companies
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Investment Analyst & Investment Manager – Unlisted Investments/Private Equity

  • First tier alternatives fund manager
  • Broad unlisted investments mandate with private equity style investing \
  • Sydney base

My client is a global and leading alternatives fund manager with several investment strategies. They manage several high profile mandates with over $6 billion in assets under management and an impressive track record of investors returns over many years (over 18% for more than 20 years). They see an opportunity in their coverage of unlisted markets and are looking to add an Investment Analyst and Investment Manager to bolster these efforts. Sectors targeted are broad but are within industries that have strong demographic drivers and high barriers to entry which have included: Consumer/Retail, food production and processing; petrol stations, data centres, aged care, renewable energy, student accommodation, amongst others.

Both the Investment Manager and Investment Analyst will work closely with the Investment Director with responsibility for analysing potential new investments including research into wider industry dynamics, running commercial and financial due diligence, developing investment committee papers and client presentations, managing transaction related processes and occasional work with portfolio companies. The Investment Manager will have the autonomy and ability to lead and drive transaction processes on behalf of the investment team as well.

You will come from an M&A, project finance or corporate finance background with a demonstrated technical skill set in the context of an investment environment. You will also be able to demonstrate considerable commercial acumen. We will be considering candidates with around 2-4 years’ experience for the Investment Analyst and 5-8’ years’ experience for the Investment Manager.

You must have Australian permanent residency to be considered for this role.

For a confidential discussion contact Daniel Yee below.

Contact

Daniel Yee

02 9235 9420

Investment Analyst & Investment Manager – Unlisted Investments/Private Equity
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Investment Analyst – Multi- Asset Idea Generator

  • Highly Regarded Investment Manager
  • Be part of an Experienced & Dynamic Investment team
  • Melbourne Base

Our client is a well-regarded private investment company. They seek an Investment Analyst to join an experienced and dynamic in-house investment team, based in Melbourne.

The Investment Analyst will directly contribute across the spectrum of investment management functions to a diverse range of investment decisions spanning global asset allocation, fund manager selection and security valuation. Responsibilities will include: supporting asset allocation decisions through monitoring market valuation metrics and providing accurate and insightful analytics; researching regional and industry trends; screening and review of external fund managers; assisting in the preparation of periodic portfolio reporting and the written and verbal presentation of investment views.

Candidates will possess a passion for investing and financial markets, along with an analytical and detail-focused approach. You will ideally have at least 3 years of relevant experience in financial markets, investment management, business or asset consulting, M&A or macroeconomic research along with an excellent academic record inclusive of a relevant tertiary degree. CFA qualification also highly regarded. Also essential are strong financial modeling and valuation skills, along with high-level written and verbal communication capabilities.

You must have full working rights for Australia to be considered for this role.

All enquiries to be directed in strictest confidence to Michael Lee below.

Contact

Michael Lee

03 9653 8620

Investment Analyst
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Investment Analyst/Associate – Outstanding Private Investment Fund

  • Unique, flexible mandate
  • Domestic / International (US), Listed & Unlisted
  • > 25 % returns since inception
  • Core values: integrity, passion, performance

Our client operates a flexible investment mandate investing in a concentrated portfolio of both public and private companies across different industry sectors and geographies, acquiring sizeable stakes in businesses with clear growth strategies. A newly created role exists for an Investment Associate to join the firm. As part of a highly collegiate team you will work alongside the Investment Managers and Partners to enable the firm to make educated investment decisions and add value to portfolio companies in both private and public markets.

With long term committed capital, consistently high investment returns, and a reputation for working hand in hand with strong management teams across growth focused businesses, this role represents an excellent entry point to an investment fund and will provide the successful applicant with genuine first hand exposure to operating businesses and investment processes.

Candidates will ideally have between 2-4 years experience in M&A at an investment bank, leading independent firm or top tier CA firm, or will have spent time in equity research, management consulting or buy side investing ( PE / Listed Equities ). You will be able to articulate your genuine interest in investing and the workings of operational businesses, will have first class interpersonal skills and will be someone who takes a patient and long term view on their career and investing. In addition you will be comfortable with the regular travel overseas (USA mostly).

Please note applicants who do not have full working rights for Australia will not be considered.

For a confidential discussion, please contact Ali Roger below.

Contact

Ali Roger

02 9235 9450

Investment Analyst – Outstanding Private Investment Fund
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Associate Director – Real Estate Debt Fund

  • International Fund Manager
  • Real Estate Debt
  • Associate Director with the opportunity to Originate and Execute

Our client is a leading international fund manager, with presence in Europe, Asia and Australia. The firm provides a renowned investment management platform and manages a significant portfolio on behalf of their investors. They invest across multiple asset classes – equities, fixed income, infrastructure, corporate loans, and real estate. Strong market activity and the successful launch of a new debt fund has seen a greater opportunity for them in real estate. As such, they are now looking for an Associate Director to join their Real Estate Debt team in Sydney.

Reporting to the Head of Real Estate Debt, your key responsibilities will be:

  • Assisting the origination and sourcing of new real estate transactions
  • Analysing and assessing prospective transactions, including high level fundamental analysis and cash flow modelling; preparation of term sheets and deal overview papers for clients
  • Preparation of credit and investment papers with a focus on sponsor and transaction analysis as well as managing the execution process
  • Managing and monitoring existing real estate debt investments in the portfolio as well as presenting on new investment opportunities to the relevant investment committee
  • Managing transaction pipeline and ensuring relevant information is communicated back to investors and the investment committee
  • Other operational and compliance actives as required

You will bring a minimum of 7-10 years’ experience in real estate debt investment (fund), advisory, lending or credit or related and have a demonstrated understanding and passion of the Australian real estate markets. It is expected that you posses strong technical skills, including experience in cash flow modelling, and strong MS Excel skills across real estate debt markets including the operation of debt financing/investments. An understanding of investment & development loans characteristics and of local debt/lending practices will be highly regarded.

You must have full working rights for Australia to be considered for this role.

Contact
Patrick Everest
02 9235 9440

Contact
Daniel Yee
02 9235 9420

Associate Director – Real Estate Debt Fund
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Investment Director – Private Equity

  • Lead an exciting Expansion Capital Mandate
  • Highly regarded Private Investment Group
  • Melbourne location

This blue chip investment group is seeking an Investment Director to spearhead its Private Equity initiative. You will be supported by a team of high calibre investment professionals, advised by some of Australia’s most respected business leaders and work closely with both the firm’s CEO as well as its Founder.

With an active and commercially engaged investment approach, you will be joining a team known for having a collaborative and partnership driven ethos as well as inherit a valuable and effective network within the investment and broader business community.

You will be responsible for the full investment lifecycle from origination right through to post investment commercial and strategic support of assets held. In addition, you will have a broader ambassadorial role to play on behalf of the group within the general community as well as the opportunity to contribute to the other Non-PE investment activities of the firm.

Candidates are likely to have between 10 – 20 years of experience gained in one or more of the following disciplines: Direct Investment (PE/VC/Family Office or similar); Investment Banking; Corporate Advisory or Corporate Development.

This represents a rare opportunity to join a highly collegiate, well established and re-energised team with a track record of long term staff retention through reward and professional development.

You must have full working rights for Australia to be considered for this role.

All enquiries to be directed in strictest confidence to Michael Lee and Jon Michel as below:

Contact

Michael Lee

03 9653 8620

Contact

Jon Michel

02 9235 9410

Investment Director - Private Equity
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Associate Director, Alternative Investment Manager

  • Boutique Alternative Investment Manager
  • Established investor base
  • Debt & Equity Investing

This group is an established, credit and equity private capital alternative investment manager that is currently looking to hire an Associate Director. Due to continued growth there is a requirement for an Associate Director to support the head of the business to structure, lead and execute transactions whilst also assisting with asset management of the existing portfolio. With a mandate to invest across SME / growth capital opportunities, this will be a diverse role both in terms of sector exposure and deal structure and will suit someone comfortable working as part of a small team.

Reporting to the Head of Corporate Finance, the role responsibilities include:

  • Execution, structuring and analysis of transactions both debt and equity
  • Investment due diligence, analysing add-on investments and capital projects of existing investments
  • Working with corporate finance on evaluation of new business opportunities as well as enhancing current asset value

The successful candidate will have:

  • Proven track record of executing corporate finance transactions within the SME / mid-market sector
  • 7+ years experience working in either a corporate finance or investment platform with the ability to structure and analyse deals
  • Strong financial modelling, valuation and project management skills
  • Ability to act autonomously but also work closely with senior management and investment teams.
  • Strong desire to be part of the fund’s growth, with an excellent attitude to building, developing and driving the business in Australia

You must have full working rights for Australia to be considered for this role.

To discuss this opportunity in further detail please contact Ali Roger below.

Contact

Ali Roger

02 9235 9450

Associate Director, Alternative Investment Manager
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Investment Associate

  • Highly regarded Private Investment Group
  • Long term , global , multi asset investors
  • Broad investment /Co investment role across both listed and unlisted assets
  • Melbourne Based opportunity

We represent a highly respected Investment group who are looking for an investment Associate to join their high calibre team.

Reporting to the CIO you will focus on the fundamental and economic research and assessment of investment opportunities across the spectrum of listed and unlisted asset classes of global equities, private equity and hedge funds. Key responsibilities will include direct and co-investment deal evaluation, analysis and execution work within private equity and listed companies. The role will also include the assessment and recommendation of quality fund managers within these asset classes gaining exposure to best of breed global managers and ideas.

You will have a genuine interest to broaden your knowledge base across the full spectrum of asset classes and be excited by an opportunity to explore and present investment ideas from your findings.

To be successful in this role you will have:

• Inquisitive mindset to explore different ideas and challenge the status quo;
• Independent thought process and ability to gather non public domain insight and make critical assessments;
• Well-developed written and verbal communication skills
• Cultural fit and the ability to blend into a highly collegiate environment;
• Degree qualifications in a financial discipline with strong academic transcripts. CFA qualification highly regarded but not essential.

The breadth of this role makes it an ideal first stepping stone for anyone seeking a career on the principal investing side. Candidates will likely to have gained experience in investment banking, the advisory area of a ‘Big 4’ CA firm, management consulting, equity research, private equity, economics/financial markets or funds management.

All applicants must have full Australian working rights to be considered for this role.

For a confidential discussion please contact Michael Lee below.

Contact

Michael Lee

03 9653 8620

Investment Associate
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Managers and Analyst opportunities – Principal Investment

  • Join a Highly Successful and Established team
  • Melbourne and Sydney opportunities
  • Leading Infrastructure Investor/Advisor

Our client is one of Australia’s leading and most successful investor/ advisors for Greenfield infrastructure.   They have a partnership with arguably Australia’s leading builder who also provides equity to invest into its transactions.  This team acts as a consortia lead which negotiates with other debt and equity partners to create innovative and competitive bids for infrastructure projects.  We are currently assisting this team hire Managers and Analysts in both Sydney and Melbourne and an Associate/Manager in Melbourne.

This firm is arguably the leader in their space, which affords them the ability to be involved with the best clients/co-investors, leading to the highest probability of success.  The firm is a genuine principal investor so you will learn to act as advisor but also be involved in the investment process as a fund would.

We are looking to recruit both Manager and Analyst levels into the Melbourne Origination team.  Responsibilities include:

Analyst:

  • Building of detailed financial models of PPP projects for bidding purposes
  • Financial analysis relating to new PPP infrastructure investment opportunities
  • Assist with deal structuring, financing and documentation
  • Writing and contributing to investment analysis

Manager:

  • Transaction management and coordination
  • Day to day execution responsibilities
  • Evaluation and due diligence
  • Strong technical and analytical experience
  • Mentoring of junior members

Ideally candidates will be highly numerate with strong financial analysis and financial modelling ability, highly motivated with superior verbal and written communication skills.

You will have a solid understanding of the infrastructure sector and your experience may have been gained within an investment banking, corporate finance advisory (likely from big 4 valuations, deal modelling, transaction services, infrastructure advisory), project finance or engineering background (who are involved in feasibility/financial modelling).  Total years of experience is likely to be circa 1.5-4 years for an analyst and 4-7 years for the manager level role.

All applicants must have full Australian working rights to be considered for the role.

Contact

Michael Lee

03 9653 8620

Managers and Analyst opportunities - Principal Investment
Drop a file here or click to upload Choose File
Maximum upload size: 31.46MB
Sending

Upcoming opportunities for strategic CFO’s and Finance Directors

We are working with a select group of Private Equity firms, assisting in the hiring of key executives for their portfolio companies.

As the CFO of a Private Equity / Private Capital backed company, these positions require someone to be both strategic and operational – acting as an integral partner across various functional and divisional facets of the business, whilst still driving the implementation of processes, procedures and systems to make sure the company reaches its goals and next phase. Unlike the role of a “control” type CFO, a strategic CFO will be growth oriented with a forward thinking view of the business and entity. Often seen as the conduit between the Portfolio Company and PE firm – reporting financial results, working out capital structure issues and M&A opportunities

Successful applicants will have proven experience as an enterprise-level CFO – having had full ownership across all functions of finance within the organisation coupled with managing corporate development and strategic initiatives. Prior Fund, PE and M&A experience is not mandatory however would be looked upon favourably.

Applicants must have full working rights already in place for Australia to be considered for these opportunities.

To discuss opportunities for 2019 and hear more about the current landscape across Australia, please get in touch for a confidential conversation.

For further information, please contact: Adam Taylor-Campbell at Jon Michel Executive Search via LinkedIn or at ataylor-campbell@jmichel.com.au

ttaod54112225