Distribution / Investment

Chief Investment Officer

  • Chief Investment Officer
  • Independent Private Investment Firm
  • Value Growth Investor

Our client is looking for an experienced CIO to develop, implement and manage the long-term investment strategy for the firm, encompassing a broad range of investments; Listed Equities, Private / Unlisted Equity, Real Asset / Property, Debt & Cash. In addition to setting and driving the longer term strategy, the CIO will focus on: 1. maximising long-term, stable value creation; 2, seek out short-term opportunistic investments; 3. Maximise all forms of income and; 4. Maximise multi-currency opportunities.

The firm manages a broad range of listed and unlisted investments both domestically and internationally holding a successful track record across a range of investments with a particular focus on operationally driven businesses – which leverages heavily on the existing team member’s strengths . As investors, they focus on finding great long-term investments; investing in high-quality, long-term durable, growing and exceptionally managed businesses. The team is a high performing and effective group that draws on their significant investment and business experience to create compounding long-term value.

This is a unique opportunity to work with a small, experienced and high performing team. Key characteristics that would be desirable for this position include a passion for investment, a self-starter who is well balanced and can be patient when needed, have a positive can-do mentality, a willingness to challenge orthodoxy, comfort with debating complex ideas and respect for the views and opinions of others.

The successful candidate will likely have ~15-20 years relevant experience in investment management, with a proven track record operating in similar multi-strategy, multi-asset investment management role. You will have outstanding academics in your chosen discipline, which ideally includes a CFA or Post-Graduate Degree.

You must have full working rights for Australia to be considered for this role.
Contact: Adam Taylor-Campbell 02 9235 9404 / ataylor-campbell@jmichel.com.au

Chief Investment Officer
Maximum upload size: 31.46MB
Sending

Investment Analyst – Long Short Equity Manager

  • Global Equities
  • Exciting Initiatives
  • International Focus

Our client, a leading Global Equities Long Short Investment Manager, is seeking to add a talented, passionate and commercially astute Junior Investment Analyst to their team.
This will be an evolving and developing role where your responsibilities will increase over time as you learn the ropes and will include:
• undertaking industry and company analysis including the analysis of markets and industries, business structures and strategies, and financial outcomes
• assessing risk
• formulating operating and financial forecasts
• assessment of valuation

This is a unique opportunity to immerse yourself within a leading firm in the investment industry. Key characteristics that would be desirable for this position include a passion for investment, eagerness to learn, a positive can-do mentality, a willingness to challenge orthodoxy, comfort with debating complex ideas and respect for the views and opinions of others.

The successful candidate is likely to have between 2-3 years’ experience with a leading Bulge Bracket Investment Bank; will possess strong fundamental financial analysis and financial modelling skills with a demonstrable passion for investment. You will have outstanding academics in your chosen discipline.

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

Contact Adam Taylor-Campbell: 02 9235 9404 / ataylor-campbell@jmichel.com.au

Investment Analyst – Long Short Equity Manager
Maximum upload size: 31.46MB
Sending

Investment Analyst, Equity Research

  • High Performing, Entrepreneurial & Well-Regarded Australian Equity Team
  • Consumer & Telecommunications coverage
  • Progress Your Career into Investment Management
  • Melbourne Location

Yarra Capital Management is one of Australia’s largest leading independent Australian Fund Managers offering a range of actively managed equities, fixed income and multi asset products. Due to continued growth they are currently looking to add a junior equity analyst to join the Australian equity team.
Reporting to the Head of Australian Equities and the Head of Australian Equities Research, you will grow and develop a deep knowledge of the consumer and telecommunications sectors through engagement with company management teams and industry experts.
Key Responsibilities will include:
• Conducting fundamental analysis of companies to provide investment recommendations
• Develop & maintain financial models to forecast company earnings & valuations
• Participation in peer-review process of internally generated investment research
• Liaising with companies, stockbrokers, portfolio managers & external clients
• Presenting investment ideas to internal & external clients & other stakeholders
Key Requirements:
• Curious & inquisitive nature
• Strong financial acumen
• Excellent financial modelling & analytical skills
• Excellent report writing skills
• Ability to succinctly & confidently present investment ideas
• Interest & capability in broadening sectoral coverage
• Strong ethical approach to financial market dealings
• Must be self-reliant, resourceful & proactive as well as a collaborative team player

This is an exceptional opportunity to join a leading domestic fund manager to springboard your investment management career. You will be bright, inquisitive with intellectual curiosity, an open contributor/team player, and eager to learn and adapt to the investment style and philosophy of this firm. You will have gained at least 2+ years’ experience within funds management, stockbroking organisation, or investment banking role.
Yarra Capital Management work hard to attract, develop and retain people from diverse backgrounds who bring different perspectives to the table. They offer their staff an inclusive environment and a structured career development program which places a high value on mentoring and support.

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

For a confidential discussion, please contact Michael Lee on (m) 0411 953 238 or via email at mlee@jmichel.com.au

Investment Analyst, Equity Research
Maximum upload size: 31.46MB
Sending

Investment Director (Risk – Equity & Debt) – Real Assets

  • Leading Pension Fund
  • Infrastructure, Property & Private Credit
  • Sydney or Melbourne location.

Our client is a leading pension fund, with over A$250 Billion of assets under management. The unlisted real assets investment team has now deployed over A$20 Billion directly across ANZ, Europe and North America. They have an exciting opportunity for a highly motivated Investment Director to join a leading Real Assets investment team in Australia.

The Investment Director is expected to utilise their unlisted direct investment experience in this role to promote a strong risk culture, strengthen and lead portfolio risk activities and maintain a network of global relationships in support of best practice investment risk management. You will be a key stakeholder contributing to the design, implementation and cultural alignment of the investment risk capability. This is a key investment and transaction focused role, providing a portfolio view of transaction and asset management activity across infrastructure, property, and direct private credit. And you will traverse investment, asset ownership and business risks arising from the activities of the investment platform and portfolios, as well as contributing to the broader risk management and reporting functions across Investments.

The successful candidate will hold a minimum 10 years’ experience in Infrastructure or Property Investment and/or Advisory, Asset Management and/ or relevant transactional support, with strong experience in unlisted asset transactions, asset management and/or portfolio management – and familiarity with large scale transactions. You will demonstrate maturity, confidence and natural disposition to challenge and debate with senior members of the investment team, operating with a high level of autonomy and creative thinking. It is expected that you demonstrate strong interpersonal skills with the ability to work effectively with senior management, team members and other internal/external colleagues – you are self-motivated with a strong work ethic and able to multitask effectively.

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

For a confidential discussion, please contact Rory Callow at Jon Michel Executive Search on 02 9235 9430 or rcallow@jmichel.com.au

Investment Director (Risk - Equity & Debt) – Real Assets
Maximum upload size: 31.46MB
Sending

Global Private Capital Fund – Analyst, Associate & VP/Principal level roles

  • Established Global Fund
  • Private Credit / Direct Lending / Distressed focus
  • Sydney based

Our client is a global, Private Capital manger, headquartered in the US but now looking to build its presence in Australia. Globally they have an enviable track record in Growth Equity and Private Capital. As part of their growth plans, the Australian business will focus on Private Credit, Direct Lending, Distressed Opportunities and Growth Equity. The firm takes an opportunistic view of investment opportunities and has the ability to work across the capital structure.

Supporting the Head of Australia, there is a current requirement to build the Investment team with 3 hires at the Analyst, Associate and VP level. The team will initially focus on the mid-market Private Credit and Growth Equity space and invest across a number of industry sectors. With committed capital ready to be deployed, the team has the ability to work quickly to establish their presence in the investment market in Australia. They are looking to secure talented and driven individuals who are eager to join this newly established team as it builds out its investments.

As an Analyst / Associate you will have ideally gained between 2 & 6 years work experience across debt advisory, restructuring, leveraged finance or credit investing and will be able to work autonomously, think commercially and display detailed financial analytical capability and attention to detail. You will be comfortable operating in a small local team as part of a global firm and will have excellent communication skills.
As a VP you will likely have 6-8 years relevant work experience, ideally already be working in a credit investing capacity or could be an experienced debt advisory or restructuring specialist who can lead and manage transaction processes, lead client engagement and work with investment committees and stakeholders.

These roles represent a unique opportunity to grow the Australian business of this highly successful global investment manager.

For a confidential discussion or to apply for these roles please contact Ali Roger on 02 9235 9450 or aroger@jmichel.com.au

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

 

Global Private Capital Fund, Analyst, Associate & VP/Principal level roles
Maximum upload size: 31.46MB
Sending

Associate Director, Infrastructure Principal Investments

  • Join a Highly Successful and Established team
  • PPP origination and Debt Advisory roles
  • Attractive Remuneration Package
  • Melbourne, Sydney or Brisbane Location

Our client is one of Australia’s leading and most successful investor/advisors for Greenfield infrastructure. The firm 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 to hire two Associate Directors in the origination team with one having a focus on PPP origination and the other on strengthening their capability in the debt advisory space within the energy sector.

As part of the Origination team the responsibilities for the roles include:

Associate Director: Debt Advisory

You will drive and assist in building out the Debt Advisory business with a focus on the energy transition segment working closely with Directors and Managing Directors to successfully grow the business.

Responsibilities include:

• Generate client debt advisory mandates executing debt structuring, refinancing, debt raisings, securitisation, project and structured finance
• Assist clients to determine capital funding structures, capital raising and capital management
• Liaise with banks, underwriters, and other debt investors
• Lead and prepare presentations and Debt IMs for banks and investors
• Deal structuring, credit analysis and complex documentation negotiation for debt and capital funding transactions

Associate Director: PPP origination
You will have a particular focus on the development of Greenfield infrastructure projects, platforms and portfolios and contribute to the origination of, and investment in, greenfield and brownfield opportunities.

Responsibilities include:

• Provide support in identifying development opportunities, research and recommendations
• Take an active role in the bidding and financial close, undertaking bid sponsors responsibility for key workstreams including legal, tax, debt and due diligence
• Present investment opportunities to the Investment Committee
• Manage the scoping, appointment, and management of 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 have experience within the infrastructure, energy or aligned sectors and will be highly numerate with strong financial analysis and financial modelling ability. You will be highly motivated with superior verbal and written communication skills. You will also require a proven track record in financing and structuring transactions, as well as leading and executing deals.
These are exceptional opportunities to join a highly successful and collaborative principal investment team and to be part of their continued success. Your experience may have been gained within investment banking, corporate finance advisory, project finance, debt advisory, funds management or principal investment firms.

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

Enquiries in strict confidence to:
Melbourne: Michael Lee via email at mlee@jmichel.com.au or (m) 0411 953 238

Associate Director, Infrastructure Principal Investments
Maximum upload size: 31.46MB
Sending