Distribution / Investment

Investment Director –Initial Energy & Commodity focus

• Diversified AsiaPac Investment Group
• Connecting significant Asian capital with Australian investment
• Exciting opportunity to help build the local platform

This represents a unique and rare opportunity for an experienced commodity, energy and/or resources professional to join the recently formed, local investment arm of a major Asian conglomerate. Working directly with the head of the Australian business, you will assist in the identification and evaluation of investment opportunities as well as having involvement in the asset management of several existing trading platforms held in the portfolio.

With the oversight of the CIO, you will act as point person on sourcing, structuring and negotiating terms on investments and will develop and prepare investment thesis and papers whilst providing detailed industry research and analysis. In addition, you will have the opportunity to support the broader growth agenda by partaking in fundraising activity and the potential diversification of the portfolio in to other sectors such as LNG, resources and agriculture.

Candidates will have 10+ years of experience likely gained within the structured trade finance teams of a Commercial or Investment bank with a focus on the Energy, Commodity & Resources sectors. Experience gained at a major commodity trading house and/or within the corporate development/investment team of an energy company may also be valuable.

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

Contact
Ali Roger
02 9235 9450

Contact
Jon michel
02 9235 9410

ttaod5411231

Head of Equities /Senior Portfolio Manager Australian Equities

• Passion for Investing?
• Great Ideas??
• Potential opportunity to lead a team
• Melbourne based

We are seeking a passionate, Australian equities investor looking to bring great ideas to the investment table and ply their trade. With a demonstrable track record as a Portfolio Manager or Senior Investment Analyst (with verifiable attribution) this is a great opportunity to join a small team as an Investor where there is captured capital pool of funds to invest with no capital raising duties etc to take your eye off the ball and focus on what you do best – INVEST!; or potentially as a leader / mentor within the Australian Equities team.

Depending on the seniority of the candidate, you will report to the CIO and be responsible for portfolio management, fundamental research analysis with the potential to lead a small team.
Key to this role will be your investment judgement, investment and decision making process and analytical prowess. You will have well-honed, rigorous equity research and company analysis skills in order to bring the best of breed investment ideas across the Australian equity universe.

You will be a team player who contributes not only to the development and success of the listed equities team, but also the broader multi asset team. You will have a strong work ethic and desire for contributing to successful performance.

The successful candidate will have appropriate post-graduate and/or professional qualifications coupled with relevant Australian equities portfolio management and equity analysis experience. Your experience may have been with a fund manager, stockbroker or investment firm. Essential to your success will be your high attention to detail together with an ability to work as part of a small, highly focused team.

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

Contact
Michael Lee
02 9653 8620

ttaod5411227

Investment Analyst/Associate – Private / Growth Equity

  • Highly Regarded Investment Group
  • Supportive Long term career development option
  • Positive , engaging culture
  • Melbourne based

We represent a well-regarded Investor Group which owns and manages a diverse portfolio of direct private / growth equity as well as property investments.

The firm is managed by high-caliber, experienced investment professionals and advised by some of Australia’s most respected and admired business leaders. It is known for its flair, innovation, proven investment track record, integrity and partnership approach. They are now seeking to add an investment analyst/Associate to focus on developing their private equity/growth portfolio.

Working closely with the Investment Director on a day to day basis and frequent engagement with the CEO, this role will assist with opportunity identification, assessing new investment opportunities, investment transactional work, working directly with business owners and entrepreneurs, managing investments and ultimately realising those investments.

Key skills and experience required:

  • Positive, can – do mindset with the ability to develop harmonious and effective relationships with external advisers and business owners.
  • A curious mindset with a sound knowledge of accounting, financial and operational concepts including valuation theory and methodologies.
    • Appropriate tertiary education in finance, business, accounting or law. Postgraduate qualifications are highly regarded.

We seek clear and structured thinkers with ideally 2-4 years’ experience gained within investment banking, boutique advisory, major accounting or asset management firm. This is an exceptional opportunity to enter the private /growth equity investing world and work with a tight knit, energetic, cohesive and successful team of investment professionals that will take a genuine concern for your career development.

Contact
Michael Lee
02 9653 8620

ttaod5411220

Analyst/Associate and Associate Director Private Equity

  • Emerging Australian Private Equity Player
  • Founded on an Inspiring set of values
  • Mid-market / Growth focused

Due to growing momentum and deal activity , our client is seeking to add to their experienced and highly credentialed Investment team with the addition of 2 hires, an Investment Analyst/Associate and an Associate Director. This fund looks to invest in mid-market opportunities in Australia and New Zealand with enterprise values of A100-500mn, maintaining a disciplined but creative approach to investment opportunities. Through the provision of expansion capital to private companies and private investments in public companies, the team will assist in building corporate structure to help firms position for growth and development. As part of a highly collegiate and engaged team you will gain access to end to end deal execution and as well as valuable exposure to management teams.

As an Investment Analyst/Associate you will support the senior team with all facets of transaction execution as well as producing deep financial and investment analysis on potential assets, you will enjoy close interaction with the highly experienced senior investment team and will gain a broad commercial exposure to growth focused businesses. Successful applicants will have gained 2-4 years experience working in either M&A in an investment banking environment or from within a top tier management consultancy firm. You will have a strong academic track record, first class work ethic and passion for investing.

As an Associate Director you will play a key role in leading and executing deal processes and will be comfortable supporting the senior team with commercial negotiations whilst also assisting and mentoring the more junior members of the team. You will have ideally spent some time working in a direct investing role post experience gained within M&A at an investment bank or in top tier management consulting. You will display an ability to think commercially around investment opportunities and business drivers.

Applicants must have full working rights for Australia to be considered.

Contact
Ali Roger
02 9235 9450

Contact
Jon Michel
02 9235 9400

Analyst/Associate and Associate Director Private Equity
Sending

Investment Analyst/Associate – Unlisted Investments

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

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/Associate 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: Food production and processing; petrol stations/retail, data centres, aged care, renewable energy, student accommodation.

The 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.

You will come from a M&A, project finance or corporate finance background with a demonstrated skill set in building Investment DCF models from first principles in an investment environment.

We will be considering candidates with around 2-5 years experience. You must have Australian permanent residency.

Contact
Daniel Yee
02 9235 9420

Investment Analyst/Associate – Unlisted Investments
Sending

Corporate Finance Manager & Analyst

• Australian Financial Services business
• Debt & Equity Fund exposure
• Client facing opportunities

Our client is an Australian headquartered financial services firm with a rapidly expanding Corporate Finance and Asset Management business which has Funds across both debt and equity. With a highly experienced senior team in place across the business, this firm is well positioned to achieve its growth objectives, but is now looking to make 2 key additioanl hires to assist with their expansion.

1) Corporate Finance Manager sought to join the team and assume a client facing role across the Funds Management business where you will be responsible for working directly with clients to understand their requirements, business models and industry operation. You will work with businesses to understand the best capital structures and will assist in the delivery of investment and exit options. To be successful you will have likely gained 3-5 years experience in corporate finance or debt advisory from either an investment bank, corporate advisory firm or top tier CA firm and will be able to demonstrate strong financial modelling and transaction experience along with strong client management and presentation skills.

2) Financial Analyst sought to sit within the corporate finance team and support the 3 Funds within the business. As an Analyst you will be required to support the deal team with deep financial analysis and produce complex financial models, capital structure analysis and to provide advice on both investment and exit scenarios from a financial perspective. To be successful you will have likely gained 2-3 years financial modelling experience from either a CA firm, advisory firm or banking platform and have advanced Excel and financial analysis skills with the ability to build and review three way financial models. You will be looking to utilise your technical background experience in a role that will provide you with exposure to a Funds Management business with global exposure.

To be considered you must have full working rights for Australia. For further information please contact Ali Roger, aroger@jmichel.com.au / 02 9235 9450

Corporate Finance Manager & Analyst
Sending

Chief Operations Officer, Asset Management

  • Newly created role
  • Unique, highly successful financial services firm poised for further growth
  • Work directly with the Head of Asset Management and make a direct impact on the trajectory of a successful and high profile business

This listed financial services client has experienced exceptional momentum and consequent market support post its ASX debut. In addition to a highly respected Advisory and Equities business, our client’s growing Asset Management platform is a key element of the firm’s growth strategy. In support of this strategy they are looking for an experienced Chief Operations Officer to directly support the Managing Director of their Asset Management arm.

The Chief Operations Officer will have responsibility for managing the business operations of the Asset Management platform through new and improved systems, procedures and information technology with the view of improving client and investor engagement and experience. You will look to enhance the operational and organisational efficiency of the asset management platform through a co-ordinated approach that supports business activities such as fund creation, marketing and distribution. You will also take a lead role in client services, management accounting & reporting and the implementation & management of an integrated IT system that will support organisational efficiency across marketing and distribution, investment & business management and client experience.

Candidates will have a minimum of 10+ years of experience in the financial services and asset management industry. Having operated for some time in such an environment, you will bring a proven track record in achieving complex business objectives. Furthermore, direct experience in implementing and managing an integrated IT system is considered a mandatory requirement. We also require this person to be commercially focused with strong influencing and negotiation skills as you will look to make an impact at a C-Suite level whilst staying hands on with regards to the execution of business objectives.

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

For further information, please contact Daniel Yee: 02 9235 9420 / dyee@jmichel.com.au

Chief Operations Officer, Asset Management
Sending

Investment Director – Venture/Growth Capital

• Leading Alternative Asset Investment Manager
• Domestic and S.E Asia mandate
• Based in Adelaide

Our client is a well renowned alternative asset investment manager with a presence across Australia, Asia and the US. As a specialist investment manager, they cover a wide range of investing across private equity, venture capital, real estate, real assets and hedge funds. They are a dynamic and multi-faceted business investing across many sectors and verticals and now have an enviable track record in the often complex world of start-ups, entrepreneurship and venture capital. The business at large is entering an exciting stage of growth due, in part, to an injection of funds into their venture/ growth capital arm.
They are now seeking an Investment Director to join their team. This role will be based in Adelaide but you will work on transactions and with portfolio businesses across Australia and S.E Asia .
This opportunity represents a rare ,high profile opening within the S.A business community .You will be charged with identifying high growth companies for investment , assist accelerate their growth into national and global markets as well as help attract additional capital from those markets .

Candidates will have a successful track record of investment in the field of Venture / Growth and, or Private Equity . In addition you should possess boundless energy and enthusiasm combined with a high degree of integrity and honesty.

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

For more information, contact Jon Michel: jmichel@jmichel.com.au

Investment Director – Venture/Growth Capital
Sending

Investment Associate – Infrastructure & Renewables

  • Renewable Energy/PPPs
  • Role Based in Sydney
  • Competitive compensation

Our client is an unlisted infrastructure specialist who invests into renewables and PPPs. Guided by well known business leaders synonymous with the industry, this established business has been successful in the local market and grown to over 20 staff. With staff either being promoted and an increase in scope and volume of work in 2018, there is a requirement to hire an Investment Associate to join their team in Sydney.

The role will be a key hire, report to the Investment Directors and involve:
Working in consortia and involved in all aspects of project development through to financial close; representing the fund’s interests in key meetings and contractual negotiations on key issues on projects during the bidding stage all the way through to financial close both facing the client and sub-contractors; Ensure that future work is secured on ‘best business outcome’ terms and at a price consistent with the business objectives and established investment / risk criteria; Prepare Sponsor / Bid Agreements / Heads of Terms with Co-Sponsors, sub-contractors and consultants; Liaise with Sponsors to understand and agree financial and commercial positions and ensure these are properly reflected in the negotiations.

The successful candidate will have 4-8 years of transactional experience specific to infrastructure which will include Greenfield infrastructure exposure. The candidate will likely come from M&A, PPP advisory, Lawyer with greenfield/PPP infrastructure experience, infrastructure investor or contractor.

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

Contact
Daniel Yee
02 9235 9420

Investment Associate – Infrastructure & Renewables
Sending

Investment Analyst/Associate – Unlisted Investments

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

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/Associate 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: Food production and processing; petrol stations/retail, data centres, aged care, renewable energy, student accommodation.

The 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.

You will come from a M&A, project finance or corporate finance background with a demonstrated skill set in building Investment DCF models from first principles in an investment environment. We will be considering candidates with around 2-5 years experience. You must have Australian permanent residency.

Contact
Daniel Yee
02 9235 9420

Investment Analyst/Associate – Unlisted Investments
Sending