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

Investment Associate – Outstanding Private Investment Fund

  • Unique, flexible mandate
  • >25% per annum returns since inception
  • Mission: to invest in and help build businesses we are proud of

Our client operates a broad investment mandate investing in both public and private companies across different industry sectors and geographies in an evergreen investment structure. The investment approach is highly targeted (10 – 15 investments) and long-term (5 – 7+ years) with a focus on investing in high-growth businesses with sustainable competitive advantages run by outstanding management teams.

A newly created role exists for an Investment Associate to join the firm. As part of a highly collegiate investment team you will work alongside the Investment Managers and Partners to enable the firm to make educated investment decisions across both private and public markets. With long term committed capital, over $1bn of FUM, consistently high investment returns, and a reputation for working hand in hand with passionate 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 a related field. This includes, but is not limited to, M&A at a leading investment bank / independent firm, leading CA firm, equity research, management consulting, corporate strategy or buy side investing (VC / PE / Listed Equities). Most importantly 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.

To discuss this opportunity further please contact Ali Roger aroger@jmichel.com.au

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

Investment Associate – Outstanding Private Investment Fund
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Senior Associate, Portfolio Operations

  • Private Equity – Operating Partner / Portfolio Operations

Our client is a leading Australian Private Equity Fund focusing on mid-market Australian and New Zealand businesses with an enterprise value between $200m and $700m covering a range of sectors / industries.

The Senior Associate will be part of a small dynamic team that focuses on the portfolio / investee companies, working directly with the executive management at various phases of the investment period. This role requires a passionate, flexible, strategic and hands-on candidate with a strong bias to accounting and finance – you will be driven by performance improvement, best in practice processes and procedures. Able to review existing processes, practices, systems, structures etc. and provide strategic advice and guidance on improvements and then be closely involved in the execution of these.

As already stated we’re looking for someone with a strong accounting background – a key part of your focus will be on;
Establishing detailed financial and management reporting, board reporting and operating reporting
Developing and tracking progress against value creations plans
Ensuring effective management practices, processes and structures
Develop and facilitate delivery of short-term value creation opportunities
Coordinate, track and assist in the execution of agreed actions across the portfolio company
Facilitate investor and other stakeholder reporting
Support the investment team with operational due diligence
Assist with portfolio company forecasts and valuations
Work with the investment team on exit planning and preparation.

Required Experience:

  • Chartered Accountant from one the big 4
  • Experience in Bluechip
  • 5+years of relevant accounting, reporting and finance experience in both public and private companies
  • Strong analytical skills
  • Excellent communication and presentation skills, completely at ease operating and presenting at all levels.
  • Enthusiastic self-starter who’s comfortable turning their hand to a variety of tasks
  • Passionate about value creation and driving performance improvement.

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

For a confidential discussion, please contact Adam Taylor-Campbell on ataylor-campbell@jmichel.com.au

Senior Associate, Porfolio Operations
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Investment Associate / Manager

  • Global equities
  • Coverage of stocks within the global TMT sector

Our client is an established market leading global equities focused investment manager covering multiple strategies, with a reputation for fund performance and well known for retaining and developing talent organically. The main funds are concentrated portfolios, have a long term investment horizon and are looking to invest in quality companies at the right price. The TMT sector team covers global technology, media and communication companies. The coverage of this candidate will likely move through this universe over time and be expected to contribute to wider portfolio discussion.

Working closely with the Head of TMT and your team, this role will involve deep coverage of stocks in sectors covered above from day one. This will involve: developing and maintaining deep investment papers and financial models of stocks within the universe (most are already in place. 5-8 stocks are usually covered by a single analyst); working with team members to make sense of assumptions in growth, risk and quantifying catalysts which may mean a rerating of a particular company. Some international travel may be required, typically once a year for market & industry analysis and meet with potential investee businesses – during this current environment that may not happen in the next several months.

Appropriate candidates will have approximately 5-6 years of total experience likely with some exposure (or at least a deep personal interest) in the TMT sector. The likely sources of candidates being from Investment Banking (M&A or sell side analyst), corporate development within a relevant TMT organisation or an existing professional from the buy side (public or possibly private investor). We require a strong demonstrable interest in investing.

This is a great opportunity to work with and learn from some the industry’s leading portfolio managers in a top tier investment firm.

Candidate academic results should be a minimum of 95ATAR and a distinction average within a Bachelor’s degree.

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

Please contact Adam Taylor-Campbell for a confidential discussion on (02) 9235 9404 or ataylor-campbell@jmichel.com.au

Investment Associate / Manager
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Head of Principal Investments and Corporate Development

  • Unique investing and operating role
  • Opportunity to step up into senior leadership position
  • High-growth, entrepreneurial business

Unique opportunity to join a highly entrepreneurial, growth focused business in a role that will see you both executing investment opportunities and driving operational change and improvement across a variety of businesses and sectors. Reporting directly to the CEO and senior leadership team this role represents an opportunity to carve out a fast-tracked path to senior management in an international business. This will be a very hands on role that will require you to originate and execute on investment opportunities and work closely with business leaders both within and outside the company to create value and change across the portfolio. The role holder must be comfortable being involved in all aspects of a deal role and not afraid of being both on the tools as well as the lead in terms of execution.

Combining principal investing, corporate development and transaction due diligence, this represents a unique opportunity to assume a pivotal, senior level role in a growth-focused business. You will likely have 8-10 years experience and have come from a transactional M&A role, ideally with exposure to small / mid-market deals and will also ideally have spent time in either a Private Equity origination or Corporate Development environment. You will display a true entrepreneurial flare, will have strong commercial and financial acumen and the ability to influence and engage senior business leaders and effectively drive operational change at a business level.

To be considered for this opportunity please contact Ali Roger (aroger@jmichel.com.au) or Jon Michel (jmichel@jmichel.com.au)

 

Head of Principal Investments and Corporate Development
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Senior Manager/AD 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. 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 a Senior Manager/Associate Director in either Sydney or Melbourne and Analysts for both locations. 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.

Sitting in the Melbourne and Sydney Origination teams the responsibilities for the roles include:

Analyst:

• Support all aspects of the PPP bidding process
• 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

Senior Manager/ Associate Director:

• Provide support in delivering PPP debt and equity financing, commercial and legal structuring, modelling, risk analysis, business case and investment analysis and all commercial and legal negotiations.
• Communicate effectively with consortia partners (around forming consortia, bid resource management, and deal time line management)
• Direct and work with external consultants/advisers
• Involved in all aspects of the bidding process including project management, negotiation and execution of deals
• Provide leadership and 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. The senior manager/AD will require a proven track record in financing and structuring transactions, as well as leading and executing deals.

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 6-10+ years for the manager/associate director level roles.

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

Enquiries in strict confidence to Michael Lee – Melbourne via email at mlee@jmichel.com.au or Daniel Yee – Sydney at dyee@jmichel.com.au

Senior Manager/AD and Analyst opportunities Principal Investment
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Associate Director, Senior Associate & Associate Hires

  • Support the execution of a broad investment & financing mandate
  • Exciting pipeline of investment & lending opportunities across a wide range of sectors
  • Rare opportunity to drive economic prosperity and broader public benefit
  • Roles based in Sydney covering transactions across Australia

The Northern Australia Infrastructure Facility (NAIF), with the recent five-year extension of its investment mandate, is a key pillar in the Commonwealth Government’s efforts to drive the economic development and prosperity of Northern Australia through its financing of crucial social and economic infrastructure in the region.

The NAIF has built an enviable track record over the last few years and has now loaned over $2 billion towards financing developments across diversified infrastructure, renewable/clean energy, real estate & property, agribusiness, natural resources and tourism, to name a few. With the recent announcement extending the NAIF’s mandate, they are now looking to hire at the Associate and Senior Associate level to help drive and execute its investing and lending activity into the future.

The Associate & Senior Associates will play an important role in the evaluation, negotiation and execution of Assignments with support from the leadership team at NAIF. Key responsibilities will include undertaking company & industry analysis; the initial screening of opportunities including preparation of investment papers & transaction documentation; undertaking financial modelling, analysis and due diligence and liaising with proponents and other stakeholders as needed.

For these roles, you will likely bring 2-5 years’ relevant experience in a financial institution or similar, with a background in credit analysis, deal structuring, project finance or corporate finance. Through this experience, you will be able to demonstrate strong working knowledge of financing concepts and the requisite financial modelling and analysis skills needed for this style of role. An avid interest in infrastructure and its ability to drive economic growth and prosperity would also be very beneficial.

For a confidential discussion, please contact Rob Hockedy on rhockedy@jmichel.com.au

Associate Director, Senior Associate & Associate Hires
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Private Equity Analyst / Associate

  • Full Spectrum of Private Equity including Venture Capital
  • Mix of manager selection and co-investment opportunities
  • Melbourne Based Role

With a mandate to broaden their private equity capability, our client is looking for an Analyst/Associate to join their team in the Melbourne office.
This role will report to the Head of Private Equity and supporting the PE team in implementing and managing the investment activities within the asset class. Your responsibilities will include contributing the delivery of high-quality investment committee papers and materials, research outputs and portfolio monitoring. You will assist with deal sourcing and opportunity mapping/research of private equity managers and investments; drafting of Board papers for PE matters in a timely manner; undertaking quantitative due diligence on fund and co-investment opportunities under the guidance of senior team members; participating in qualitative, on-site due diligence on global fund; and potentially exploring co-investment opportunities.

Key attributes for the successful candidate will include:

• Strong knowledge and understanding of transactions across the full investment lifecycle
• Ability to identify key themes to source attractive investment opportunities
• Energetic with ability to work cohesively within the investment team
• A curious mindset with a solid knowledge of financial and operational concepts including valuation theory
• Sophisticated financial modelling capability
• High energy, deep curiosity and a natural skepticism
• Resourceful and efficient researching methodology
• Excellent verbal, written communication and presentation skills
• Relevant tertiary qualifications within Business, Finance, Economics, Commerce or Law. Postgraduate qualification such as CFA program would be well regarded.

This is an exceptional opportunity to be involved in the early stages and development of the Private Equity team within a well-regarded investment team. You will ideally have at least 3 years’ experience within corporate finance, transaction services, funds management or investment banking with exposure to private equity managers and/or transactions.

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

Initial enquiries in strictest confidence to Michael Lee below.

Contact

Michael Lee

03 9653 8620

Private Equity Analyst / Associate
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Head of Distribution / Director, Distribution

  • Access to top Quartile Private Equity Managers
  • Asset class set to outperform others in the ongoing economic climate
  • Guarantee you can continue to deliver your clients superior risk adjusted returns

We represent a well-established, highly regarded provider of professional investment management and advisory services to institutions, sophisticated investors and SIV applicants. Offering them access to some of the country’s highest performing Private Equity managers. Uniquely positioned with deeply entrenched relationships they are in an enviable position to assist clients deploy capital in an asset class positioned to outperform others in the evolving investment arena for years to come.

To take advantage of this they wish to appoint a Head of Distribution / Director, Distribution. Supported by a deeply experienced and cohesive core executive team you will be responsible for setting the sales strategy in relation to Channels (existing as well as new), leading and maintaining investor dialogue (wholesale and/or sophisticated investors – SMSF, Family Offices, HNW, dealer groups / planners, etc).

Candidates will have sound academics (tertiary qualification, CFA highly regarded, adviser compliant, etc) with 8+ years experience in a blue chip financial services environment and possesses the following:
• Existing set of relationships that have delivered investment flows in the past within the investor channels as listed above.
• Ideally exposure to Private Equity or other such Alternative Asset classes or if not, a clear interest and desire to commit to develop this into the future.
• Above all, be a self starter who thrives in an entrepreneurial, results orientated environment.

This represents an exciting opportunity to make a material contribution in both a strategic as well as results orientated mandate for a firm well positioned for what the future will hold. Financial recognition in both a short as well as long term incentive structure will be part of your employment package.

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

For a confidential discussion please contact Jon Michel below.

Contact

Jon Michel

02 9235 9410

Head of Distribution / Director, Distribution
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Senior Manager – Private Equity

  • One of Australia’s Largest Superfunds
  • Full Spectrum of Private Equity including Venture Capital
  • Key First Hire in PE Asset Class
  • Melbourne Based Role

Our client is one of Australia’s largest Super funds with over $50 billion in funds under management and a deep heritage as a member focused organisation. Adding Private Equity as an asset class more recently, the investment function is now looking to develop its capability with the establishment of an internal Private Equity team. As a result, it is looking for a Senior Manager to join its Melbourne office.
Reporting to the Head of Private Equity, the role will focus on investment activities covering the full spectrum of PE and VC direct, fund of fund and secondaries. Co-investments may be considered as the portfolio matures.
Your responsibilities will include, but are not limited to, assisting with the execution of new investment activities, managing the investment due diligence process and timelines; developing investment thesis and risk identification, deal sourcing and opportunity mapping/researching, and preparation of investment committee materials. You will also be involved with post investment management activities including reviewing performance against plan.

An integral member of the investment team, you will coordinate industry research to inform investment themes, views and thought leadership to share amongst colleagues and across the organisation.
Key attributes for the successful candidate will include:
• Experience managing relevant transactions across the full investment lifecycle
• Excellent knowledge of the global PE landscape, including existing strong relationships (and the ability to build new ones) with GPs, Fund of Funds and advisors
• Ability to identify key themes to source attractive investment opportunities
• Knowledge and experience within a growth equity or buyout focused strategy
• Leadership and supervision expertise to deliver high quality investment outcomes
• Exceptional verbal, written communication and presentation skills
• Relevant tertiary qualifications within Business, Finance, Economics, Commerce or Law. An MBA or the CFA program would be desirable qualifications.

This is an exceptional opportunity to be involved in the early stages and development of the Private Equity team within a well-regarded direct investment team. You will ideally have at least 7 years’ industry experience within private equity (growth or buyout), corporate finance or investment banking with exposure to PE funds or direct PE investments.

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

Initial enquiries in strictest confidence to Michael Lee below:

Contact

Michael Lee

03 9653 8620

Senior Manager – Private Equity
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Senior Analyst / Associate – Special Situations

  • Newly created role
  • Global platform
  • Origination, execution & portfolio work

As a result of continued growth and success, this global platform has created a new role for a Senior Analyst / Associate to join their Australian Structured Lending and Special Situations business, supporting the senior team across all elements of origination, execution and ongoing portfolio management work. Working across a diverse sector base and with a flexible mandate, as a structured credit and restructuring focused team you will have access to a broad range of transactions and will work closely with internal clients globally as well as an extensive rage of external clients and advisers. As a Senior Analyst / Associate you will perform financial and credit analysis, including detailed financial modelling, sensitivity analysis and the preparation of investment memos and papers for credit committee, will work with senior team members to structure products and draft term sheets as well as playing a key role in the execution of transactions. A key part of the role will be transaction assessment and being able to concisely communicate and present investment ideas across the business and work closely with external clients.

Successful applicants will likely have gained 2-4 years experience in a leveraged finance or structured credit role in either a banking platform or buy side environment. You will have exceptional financial and credit analysis skills, the ability to communicate with, and present to, senior stakeholders, will have sound knowledge of term sheets, loan and legal documentation and will be comfortable writing credit memos. Given the origination focus of the role you will be someone who enjoys working in a fast paced, client facing environment and someone who can work autonomously when required and build rapport easily with a variety of clients.

Applicants must have full working rights to be considered for this opportunity. For further information please contact Ali Roger below.

Contact

Ali Roger

02 9235 9450

Senior Analyst / Associate – Special Situations
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