Distribution / Investment

Associate / VP – Loan Fund

  • Bank Loan Fund
  • SME & Mid-market Corporate
  • Credit Analysis focus

This Loan Fund differentiates itself with a unique offering and progressive agenda. With increased market activity and disintermediation among banks and institutional funds, this fund is seeking an Associate or Vice President to join the team, providing in-depth credit analysis and execution on a wide range of loans in a variety of industry sectors and investment structures.

Reporting to the Portfolio Manager, you will work closely with both internal and external stakeholders, partnering them through the transaction lifecycle, conducting due diligence, credit analysis, structuring and execution across the relevant transactions – including corporate/SME loans, structured loans, and asset finance. You will be charged with the analysis of counterparties and transactions, effectively communicating the risk perspective to internal stakeholders. In addition, you will also review limits and trading conditions associated with counterparties and portfolio risks as market conditions change, and ensure adequate frameworks are in place.

Tertiary qualified with a business, accounting or finance related degree and be an experienced credit analyst (7-10 years), within the disciplines above and requisite specialisations. It is expected that you have gained your skills within a commercial or investment bank, non-bank financier, or loan fund. Your strong knowledge of credit risk analysis – covering corporate/SME loans, structured debt, real estate and asset finance – loan management systems, industry practices, lending products, parameters, and documentation will be key to your success in supporting this high growth initiative.

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

For a confidential discussion, please contact Patrick Everest: 02 9235 9440 or peverest@jmichel.com.au

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Equity Analyst

  • Australian Equity Research Focus
  • Highly regarded Family office
  • Exceptional opportunity to move to the buy-side
  • Melbourne Based

We represent a highly respected Family Office who are looking for an equity analyst to join their direct equities team within their multi-asset investment fund.
Reporting to the Head of Australian equities you will focus on the fundamental bottom up research and assessment of companies digging into financials, research of different sectors, industry analysis, company valuations and company management visits. You will have a genuine interest to broaden your knowledge base across a multi-asset portfolio and willing to assist the team when required, on an ad-hoc/project basis.

We are looking for a candidate who is passionate about the equity market with a strong commercial and inquisitive mindset to explore different ideas and challenge the status quo.
To be successful in this role you will have:

  • Ability to model and value a company;
  • Advanced critical reasoning and ability to make judgement calls;
  • Conduct company and industry research;
  • Strong written skills – produce written reports and presentations;
  • Strong interpersonal skills;
  • 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.
  • Have a strong sense of the financial markets and be able to provide insightful analysis of potential investee companies

This is an exceptional opportunity for a passionate and ambitious candidate looking to make their first move into a direct equity investing role with the added benefits of gaining greater diversity of knowledge within a multi-asset class fund and working for a dynamic, Melbourne-based family office. Candidates will likely to have gained three to six years in investment banking, the advisory area of a ‘Big 4’ CA firm, management consulting, equity research or funds management.

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

For a confidential discussion please contact Michael Lee: (03) 9653 8620 or mlee@jmichel.com.au

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Investment Director – Corporate Debt

  • Private Equity & Debt Investor
  • Corporate Debt Investments
  • Mid-market structured corporate transactions

Our client is a specialist investment manager that has been successfully and profitably growing for over 10 years. They proactively manage both operating companies and individual private equity and debt investments. They generate value by being both operator and investor and manage a number of public and private funds on behalf of investors and employees across Special Situations including Venture Capital, Equities, and Debt Investments. The Debt Investments team provides borrowers with bespoke funding solutions to complete projects or finance businesses whilst offering investors structured, secured and strong risk adjusted returns.

You will be part of a broader Private Equity and Corporate Debt investment team, and cover business development and deal sourcing across the corporate market as well as end to end execution from origination through to deal completion. This will involve conducting commercial negotiation and deal structuring including credit risk analysis and review, as well as transaction due diligence and preparation & presentation of investment committee approval papers.
You will hold tertiary qualifications in Business, Commerce, Finance or Accounting, and preferably 8-10 years+ corporate lending/structured finance experience gained in a major commercial bank, investment bank, private equity firm or from a debt fund or advisory firm.

You are expected to have a track record of originating, analysing and executing structured corporate loan transactions, with strong relationship building and deal management skills including a deep client network. You will have a diverse technical skill base including: strong credit risk skills; ability to prepare & present investment committee papers; review and negotiate term sheets and execute formal legal documentation. In addition, you will have developed strong commercial skills and the ability to ‘think outside the box’ when analysing and structuring transactions, whilst demonstrating the ability to work on your own initiative.

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

For a confidential discussion:

Contact
Patrick Everest
02 9235 9440

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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

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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
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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
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Co-Head of ESG and Portfolio Manager – Funds Management

  • Drive ESG Research with ability to make ESG impact market wide
  • Act as Portfolio Manager on ESG Fund
  • Corporate Interaction on ESG Issues
  • Role may be based in Sydney, Melbourne, Hong Kong, London

Global leading multi product fund manager is seeking to hire a global Co-Head of ESG (Environmental, Social and Governance) for their fund products globally, covering Australian and global equities, and fixed income. This role is a high profile role within the fund manager acting as co-portfolio manager on single stock ESG Australian equities fund. This team is a growing function of this fund manager with the view that this will grow. This fund manager wants to be a market leader in ESG with the ability to influence outcomes directly through the large amount of capital that they represent.

Reporting into the Global Head of Equities your role will be:
• Co-lead the ESG investment research team and undertake research in the identification and analysis of key investment related ESG and sustainability issues for companies and sectors.
• Co-lead and coordinate the engagement with companies on ESG issues.
• Engage in broader industry and government policy on ESG and sustainability issues.
• Engage with in-house investment teams on integration of ESG issues into investment processes and analysis.
• Act as external marketing interface on developing ESG capability and Funds, including co-manage the Australian Equity ESG Funds and also work with other teams’ marketing and through social media.
• Client relationship and reporting, including providing ESG oversight and client reporting and marketing for any Australian Equity ESG specialist funds
• Along with the other Co-Head of the ESG team, manage and develop members within the ESG Investment Research team

We require a senior ESG professional with experience working both within an investment context and interfacing with corporates on ESG issues (not necessarily requiring fundamental stock picking experience but with a good understanding how ESG affects portfolios within the investment context). This role will be required to be involved in the local and overseas ESG community, being actively involved in conferences, forums and potentially the media, so we would require an individual who is comfortable in those environments. This role may also suit a fundamental Australian equities portfolio manager who has had strong ESG exposure.

Contact
Mischa Bennett
02 9235 9430

Contact
Jon Michel
02 9235 9410

Co-Head of ESG and Portfolio Manager – Funds Management
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Executive Director/Managing Director – Institutional Distribution x 2

• Specialist Alternatives Fund Manager
• Fast Growing, Entrepreneurial Firm
• Sydney/Melbourne or Overseas based

Our client is a highly successful financial services company recently listed on the ASX with their Asset Management arm continuing to expand rapidly with over $2.5 billion worth of assets under management. They have a strong focus on alternative assets and higher return market strategies and are well placed to take advantage of growth opportunities into 2018 and beyond. This has created an exciting opportunity for two experienced institutional capital raisers to target sources of capital both in the local and overseas institutional markets. This business has strong ‘private placement’ capability in the US so there could be an opportunity to be based overseas to leverage relationships in that market, and be based there.

Reporting to the Managing Director you will be responsible for growing the institutional distribution efforts of high calibre alternative investment products locally or overseas, or both. You will have direct access to investment personnel to support the platform for significant growth providing investors with direct access to a broad range of private equity, real estate (mostly operating assets eg childcare, pubs, technology, aged care) and alternative credit market investment products (distressed corporate and real estate development), venture capital/growth capital. This product range will grow over time as this asset manager responds to the alternative opportunities in the market.

Key requirements for this role include;
• Have an existing institutional client base with which you have successfully raised capital from in the past.
• Proven ability to foster deep relationships to promote and grow the business
• Highly self-motivated and disciplined sales approach to succeed
• Participate and interact at a senior level to formulate and execute sales strategies
• Highly organised, strong attention to detail and work ethic
• Ability to work autonomously

This is a rare opportunity for a highly motivated capital raising professional looking to impose their own footprint in this autonomous role with a highly successful and entrepreneurial firm poised for significant growth.
Enquiries in strict confidence to Michael Lee or Mischa Bennett below.

Contact
Michael Lee
03 9653 8620

Contact
Mischa Bennett
02 9235 9430

Executive Director/Managing Director - Institutional Distribution x 2
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