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

Associate, Investment Team

• Assist the analysis and execution of an excitingly broad investment & financing mandate
• Unique opportunity to drive economic prosperity & broader public benefit
• Active pipeline of investment & lending opportunities

NAIF is a development financier that was established by the Federal Government in 2016 in order to provide senior debt to support the development of infrastructure projects in northern Australia. NAIF provides loans to encourage and complement private and public sector investment, financing developments across diversified infrastructure, renewable/clean energy, real estate & property, agribusiness, natural resources and tourism sectors. NAIF has now made commitments (in the form of investment decisions and conditional commitments) across 24 investments in North Queensland, Northern Territory and Western Australia valued at $2.4 Billion.

As an Associate, Investment Team you will play an important role in the on-going origination, evaluation, negotiation and execution of mandates 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.

You will bring 4-6 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.

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

Confidential enquiries to Rob Hockedy below.

Contact

Rob Hockedy

02 9235 9470

Associate, Investment Team
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Investment Associate – Growth Capital Investing

  • US / Australian Private Equity firm
  • On the cusp of follow-up fund raise
  • Provide both strategic and operational portfolio support
  • Thoughtful, innovative, flexible culture

Our client is an International Private Equity firm, headquartered in the US, with a long track record of investing across the middle market, achieving top quartile results since inception. Their Australian business continues to grow having recently deployed a significant portion of capital and is currently looking to add to the team with an Investment Associate.

The team focuses on working in close partnership with their businesses, typically founder-led with high growth trajectories. With a dedicated Australian/NZ Fund the firm has a long term, patient investment style and the team has a mandate to invest across a broad range of industries. They also work hand in hand with businesses to provide operational support and create lasting impact. Joining the team you will have exposure from day one across all aspects of investing and portfolio work.

Candidates will likely have 2-5 years transactional M&A experience gained from an independent corporate advisory firm, M&A or Transaction Services team of a big 4 CA firm or from an investment banking environment. You will have gained solid exposure to end to end M&A transactions and will have sound technical financial modelling and analytical skills. Complementing your technical experience will be a passion for investing, an inquisitive mindset and you’ll be looking for an opportunity to gain exposure to all aspects of investing including origination, investment analysis as well as operational enhancement.

This represents a unique opportunity to join an international investing firm that takes a long-term view toward developing and retaining their investment staff as it continues to build its presence in the local market.

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

Contact

Lewis Heeks

02 9235 9420

Investment Associate – Growth Capital Investing
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Director, Equity Investments

  • Exciting new funding initiative
  • Help drive transformational growth in northern Australia
  • Cairns, Darwin or Perth based (consideration may be given to a Sydney/Brisbane appointment)

NAIF was established by the Federal Government in 2016 with a goal to drive public benefit, economic and population growth and indigenous involvement in northern Australia.
In addition to its existing mandate – a $5billion lending facility, which has already successfully made 23 investments – it is about to receive its first equity commitment of $500 million.
The goal is to initially target equity investments of up to $50million, taking positions of between 10 – 25 % across a broad range of sectors. Strategies could encompass direct project equity, listed equities, preference shares, mezzanine debt as well as equity funds.

As a result, a new and exciting opportunity exists for an Investment Director to lead and champion NAIF’s new equity investment offering.
Working in partnership with the sector leads across Resources, Transport, Energy(renewables/clean), Social Infrastructure, Tourism & Leisure, Agriculture/Water as well as emerging sectors such as Manufacturing and Telecommunications you will be front and centre in driving the development of the groups’ equity investment pipeline and equity capability across the whole Investment platform.
Candidates will have 10 years plus experience in originating, structuring and executing equity and potentially structured debt investments.

A broad network and varied deal list both by sector and state would be welcome and a collaborative, positive “can do” mindset is seen as a must. This is viewed as a high profile and key appointment and as such you must be able to display superior stakeholder management skills as well ab be able to deal effectively with clients , investors as well as key government contacts .
For further details on developments at NAIF and their plans for the future see www.naif.gov.au

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

For a confidential discussion please contact Jon Michel and Patrick Everest on jmichel@jmichel.com.au and peverest@jmichel.com.au

Director, Equity Investments
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Portfolio Manager – Multi-Asset / Global Macro

  • Key member of the leadership team
  • High performing team with diverse offering
  • Sydney based

Our client is a Superannuation Fund managing in excess $40bn FUM and is now seeking to add a talented, passionate and commercially astute Portfolio Manager to the investment team. The successful candidate will be responsible for managing an $8bn Multi-Asset Portfolio – reporting directly to the CIO. In this role you will be a key part of the investment committee, leading and mentoring a high performing, close-knit team. Other responsibilities will be to:
• Lead, manage, design and implement investment strategies across the portfolio’s asset classes including Equities, Fixed Income, Unlisted Assets and Alternatives
• Implement state of the art risk mitigation frameworks and strategies including Derivatives, FX and Asset Allocation Tilts
• Manage strategy implementation and risk mitigation with external managers, which will include portfolio construction, negotiation and manager appointment
• Develop investment strategies and asset allocation recommendations to meet the investment objectives
• Provide expert advice to the board for the implementation of investment and risk strategies

It is expected that you will likely have 12-15 years’ experience with a demonstrable passion for investment and a track record of success in a similar capacity. In addition, you will have previous exposure to Multi-Asset, Global Macro and Relative Value investment strategies. You will also possess a strong passion for leading and developing a team of collaborative and thoughtful investment professionals. You will hold outstanding academic results in your chosen discipline, which ideally includes a CFA and/or Post-Graduate Degree.

Applicants must be permanent residents or Australian citizens and will be required to undergo a criminal records check.

For further information, please call Adam Taylor-Campbell below. To apply, please submit a copy of your application, including a CV to the email below.

Contact

Adam Taylor-Campbell


02 9235 9404

Portfolio Manager – Multi-Asset / Global Macro
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Corporate Development Analyst

  • Principal Investment
  • Corporate Development
  • Exciting transactions
  • Growing focus

Magellan Financial Group Limited (Magellan), an ASX top 50 company, is a leading funds management business currently managing approximately A$101.4 billion (as at 31 December 2020) on behalf of retail investors in Australia and New Zealand and institutional investors globally. Magellan was founded in 2006 by Mr Chris Mackay and Mr Hamish Douglass, both of whom remain significant shareholders in Magellan.
Magellan currently has 132 employees with its head office located in Sydney with satellite offices in Melbourne, Brisbane, Auckland, Adelaide, Perth and Chicago in the United States.
Magellan’s success has been centred around its relentless focus on delivering outstanding outcomes for its clients over the long term. Part of this success is a result of innovations that aim to provide clients with better investment solutions and greater ease of access to Magellan’s investment strategies. Magellan has been a global leader in many of these innovations.

The team has been instrumental in driving and completing a range of investments & transactions – recent examples include the acquisitions of Airlie Funds Management and Frontier Partners; the execution of a $275 million institutional equity placement; the negotiation of a $210 million corporate debt facility and the investments in Barrenjoey Capital Partners, FinClear Holdings and Guzman y Gomez.
The role will focus on the development and execution of both corporate and new product initiatives across the group and supporting the execution of the group’s M&A and Principal Investments.

A core component of the role will involve financial modelling, reviewing and negotiating transaction documentation, preparing presentations for senior management and the Board and project managing work streams across all business units.

The successful candidate must have 1-3yrs of experience in corporate finance, M&A or corporate strategy and will be proficient in the following areas:
• Financial modelling & valuation
• Analysis of financial data
• Project and transaction management with a sound understanding of corporate finance transactions and what drives them
• Drafting presentations, board papers and transaction documentation

You will be an integral member of a small and busy team working directly with the Head of Corporate Development and the CEO. You must be flexible, enthusiastic, display good judgement and have strong communication and time management skills.
This role will suit someone who thrives in a team environment and possesses critical thinking skills.

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

For a confidential discussion, please contact Adam Taylor-Campbell below.

Contact

Adam Taylor-Campbell

02 9235 9404

Corporate Development Analyst
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Senior Associate / Manager – Environmental Infrastructure, Financial Advisory (Sydney & Melbourne)

A market leading, pioneering financial advisory team active across the breadth of Environmental Infrastructure, is looking for a junior resource to join its growing team across Sydney and Melbourne. You will have the opportunity to provide innovative commercial and financial advisory solutions to clients in the Energy and Environmental Infrastructure (Waste & Water) sectors.

The Client
My client is a big 4 global advisory firm with a large expanding Infrastructure Advisory practice. They provide financial advisory services in the environmental infrastructure field to corporate, private and government clients across a range of industry sectors and delivery models.

Reporting through to Directors & Partners your role will include: Providing commercial and financial advice to utilities, the private sector and Governments on energy projects, Public Private Partnerships (“PPPs”) and major infrastructure projects; Providing advice across the entire project cycle including feasibility assessment, business case development, project implementation, commercial structuring and negotiation, bid development, financial analysis and tender evaluation; Participating in and driving deals/commercial transactions and assessing emerging technologies, new entrants and industry trends.
This team has a broad mandate, from delivering greenfield infrastructure for the renewables industry to creating smarter circular economy and education precinct solutions.

Requirements:
• 2-4 years’ experience in M&A, debt advisory or project finance, investment banking or principal investment involving Energy or Infrastructure, capital-intensive businesses and/or the Power sector
• Experience working in a renewables developer within the transactions team.
• Experience and interest in the Renewables sector are a big advantage
• Qualifications and a background in Applied Finance, Commerce, Law or Engineering
• A strategic mindset and an understanding of key environmental infrastructure concepts that impact on the delivery of essential services
• Collaborative, enjoy working in an innovative environment and willing to deliver tasks above and below the designated role responsibilities
• Ability to demonstrate strong financial modelling, analysis and valuation skills
• Proficiency in creating compelling presentations
• Ability to present confidently and articulately to senior team members

All applicants must have full working rights for Australia to be considered for these roles.

Contact

Rory Callow

02 9235 9430

Senior Associate / Manager – Environmental Infrastructure, Financial Advisory (Sydney & Melbourne)
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Director – Project Finance & Development, Real Estate (Infrastructure)

We have an exciting opportunity for a Director to be a part of an active Corporate and Project Finance Unit for a leading Transport Infrastructure program. This position reports to the Executive Director of Corporate and Project Finance and will play a key role in structuring and delivering commercial outcomes for investment, with the sole focus of delivering on key transport, infrastructure and real estate projects. This infrastructure will aim to make New South Wales a better place by shaping and managing a connected transport system.

• Large Infrastructure program, delivering over $60Bn of investment across the broader NSW infrastructure sector.
• Join a team a world class leadership team built up of Infrastructure/Real Estate Investors & Financial Advisers
• Be at the forefront of all major large scale Infrastructure & Real Estate projects happening across NSW and help lead all new development opportunities
• Real Estate and Infrastructure focus – opportunity to participate in a once in a lifetime infrastructure program, with a competitive remuneration structure
• Opportunity to lead high performance teams to provide expert advice and support the implementation of financial structuring and negotiation for large and complex real estate & infrastructure projects and other commercial initiatives.

The Client
Our client is the leading investment platform of the NSW transport cluster and is responsible for planning and procuring transport infrastructure, real estate and services, improving customer experience, program administration, policy, regulation, and freight. The Infrastructure & Real Estate delivery program includes an unparalleled number of major projects, including Sydney Metro Northwest; Sydney Metro City and Southwest; Sydney Light Rail; NorthConnex; WestConnex; North Sydney Freight Corridor; Newcastle Integrated Service (including Newcastle Light Rail); Parramatta Light Rail and Northern Beaches Bus Rapid Transit.

Responsibilities
• Lead high performance teams to provide expert advice and support the implementation of financial structuring and negotiation for large and complex infrastructure & real estate projects and other commercial initiatives. Collaborating with the Corporate & Project Finance Leadership Group
• Identifying and developing opportunities for private sector involvement in project development, delivery and operations, including funding and financing strategies
• Ensure that a consistent approach, rigour, due diligence and financial and commercial analysis is applied across all projects. This includes developing commercial arrangements, negotiating major deals with private partners/service providers and working with project teams in development and delivery of major programs
• Leading the setting of standards, frameworks, guidelines and tools and financial model development to enable effective and accurate commercial structuring within the Program.
• Develop and mentor junior team members, in both a professional and personal capacity
Requirements
• 12+ years’ experience in leading Real Estate or Infrastructure focussed team in Project Finance advisory or lending, Corporate Finance, Equity Sponsor/Development, Investment Management or Corporate Development
• Deep understanding of the Australian Real Estate sector, ideally those with a large complex infrastructure component
• Knowledge of market developments in PPP and other contract forms appropriate for complex programs
• Demonstrated ability to lead and manage a team of multi-disciplinary specialists, facilitate their ongoing professional development, maximise on their performance to deliver diverse and complex operational services
• Proven track record in implementing cost control systems and procedures on large infrastructure projects
• Experience working within a matrix management structure
• Strong undergraduate academic performance in a relevant field. MBA or similar postgraduate qualification will be highly regarded
• Ability to demonstrate strong financial modelling, analysis and valuation skills
• Proficiency in creating compelling presentations
• Ability to present confidently and articulately
• Must be a team player and willing to deliver tasks above and below the designated role responsibilities.

All applicants must have full working rights for Australia to be considered for this role.
Contact Rory Callow below.

Contact

Rory Callow


02 9235 9430

Director - Project Finance & Development, Real Estate (Infrastructure)
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Analyst, Private Equity

  • 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 to 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.

Initial enquiries in strictest confidence to Michael Lee below.

Contact

Michael Lee

03 9653 8620

Analyst, Private Equity
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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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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

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