Distribution / Investment

Head of Asset Management – Leading Global Investment Management Platform

We have an exciting opportunity for a highly motivated Head of Asset Management to join a leading investment team in Sydney. In this position, you will play a critical role in elevating all Asia-Pacific asset management activities to drive forward Asia-Pacific portfolio performance and ensure alignment with global standards, whilst helping put a frame work in place for best practice asset management for investments across Europe and North America.

The preferred candidate will be a key member of an engaged, high-reaching team—part of a world-class, winning culture that prioritises people development and focuses on long-term growth. Our client takes great pride in leading the industry by earning respect through every interaction, every day. They go above and beyond to protect and grow relationships by anticipating needs, being honest and considerate, and valuing stakeholders as genuine partners.

• Leading Investment Management platform, with over $20 billion deployed across Infrastructure, Property and Private Equity.
• Part of a world class team, with a global mandate.
• Investor with an active management style and a hands-on approach to value creation within their portfolio businesses.
• Dynamic, forward thinking, and inclusive culture.
• Reporting directly into the CIO and being an active member of the direct investment leadership team.

The Team
The Direct Asset Oversight and Enhancement Team works closely with the Income and Real Assets and increasingly the Private Equity Teams, and is responsible for the effective governance, operational due diligence (pre and post execution) and enhancing the direct asset oversight of defined parts of the overall portfolio. Areas that will typically be included in the remit includes directly held assets where there are governance rights available to our client.
This team will have a focus supporting the sourcing, inducting and management of the Non-Executive Director (NED) pool required for the external, direct asset boards. The team will also have a strong focus on upfront and ongoing operational due diligence of assets to ensure consistent, best practice business and operational practices are in place. This will involve the accessing and managing external expertise as required via support of an “operating partner” approach to augment internal expertise.
Direct Asset Oversight and Enhancement will also drive the ongoing direct asset reporting across engagement with key stakeholder fora (including the Investment Committee/Direct Asset Committee and Governance & Nominations Committee).

Responsibilities
The direct investment teams of Property, Infrastructure and Real Assets, Private Equity and Direct Equity have responsibility for the origination and ongoing asset management of
direct investments. The Head of Direct Asset Oversight and Enhancement will work with
these teams and is expected to lead and supervise a market leading function which will
seek to:
• Drive additional value from the ownership of direct assets
• Increase robustness of governance and assurance
• Further develop up-front and ongoing operational due diligence and asset company support
• Reduce ongoing asset management intensity for the direct investment teams
• Attract, mentor, and retain a diverse team of people within the Asset Management function
• Lead the activities around the creation and maintenance of a “Director Ecosystem” for the external companies held within the investment portfolio
• Build a network of external contacts to support the maintenance of a Non-Executive Director (NED) pool
• Support the overarching governance of external directors via ongoing policy development and delivery of required activity to the Governance & Nominations Committee
• Management of external recruitment panel to ensure NED sourcing activity is optimal
• Build and assist in the delivery of a NED induction and ongoing communication framework to ensure strong alignment of NEDs with cultural elements
• Lead the development of internal asset management activities
• Build and manage the initial and ongoing operational due diligence activities across both directly held and externally managed strategies
• Generate and assist in the delivery of direct asset company reporting

Requirements
• Bachelor’s degree in finance or related discipline and ideally appropriate post graduate qualifications
• Strong operational experience with regard to operating businesses across disciplines such as Finance, Strategy, Operations, Management Consulting with business improvement experience, etc.
• Strong communications and team management skills
• Experience with companies in overseas locations would be an advantage
• 10 years or longer in a senior leadership role in asset management or operational roles
• High interpersonal skills and ability to engage with a wide range and seniority of stakeholders both internally and externally

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

Contact

Rory Callow

02 9235 9430

Head of Asset Management – Leading Global Investment Management Platform
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Senior Manager, Direct Asset Management (Valuations)

  • Senior role with one of the largest super funds in Australia
  • Opportunity to directly impact a growing, complex portfolio of assets
  • People leader of a high performing team
  • Sydney based role

Our client, a leading superannuation fund, is looking to hire a Senior Manager into their Direct Asset Management and Investment Operations team based in Sydney. The successful candidate will be heavily involved in a variety of business-critical areas, with ownership of valuation processes and related asset control matters across new fund investments, existing direct assets in the portfolio and strategic transformation & change initiatives.

More specifically, your key responsibilities will include:
• Ownership of the valuation process for all direct and unlisted assets (including my client’s private equity, infrastructure and real estate investments); including managing external valuers, valuation model review and managing engagement with internal investment teams
• Providing leadership and advice on all direct asset matters including building investment cases, structuring SPVs, unit pricing and other financial, accounting & regulatory matters
• Assist with any transformation & change initiatives that impact the broader asset management and investment control areas
• Drive innovation and identify areas of improvement across all processes and matters relevant to asset management and investment control
• Provide leadership, empowerment and management to your direct team and the broader business

The successful candidate will likely bring 10-15 years’ total experience in a similar role within broader financial services and a desire to apply their strong, technical valuation and accounting skill set to drive the performance of a complex and growing portfolio of unlisted assets. We would consider those coming from asset management or investment control roles in funds management; as well as those in senior roles within the Big 4 Valuation/Financial Modelling teams, independent Business Valuation firms or individuals with significant corporate valuation from a reputable ASX-listed firm. In addition, those with strong stakeholder management skills in the context of transformation and change will be highly regarded.

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

For further information, please call Daniel Yee at Jon Michel Executive Search on 02 9235 9420. To apply, please submit a copy of your application, including a CV, to dyee@jmichel.com.au

Senior Manager, Direct Asset Management (Valuations)
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Senior Portfolio Manager; Multi-Strategy Listed Equities

  • International & Domestic Listed Equities
  • Player-Coach role within a high performing business and team
  • Globally expanding remit
  • Sydney based

Our client, a Leading Superannuation Fund is looking to add a talented and passionate Senior Portfolio Manager to their investment team. The successful candidate will be responsible for managing multiple strategies across listed Equities; Fundamental, Australian Equities, International Equities, Small-Caps, Systematic / Quantitative and a Strategic Equities (Corporate Actions / Event Driven); working closely with the CIO, Deputy CIO and other senior members of the investment leadership team. In this role you will be a key part of the leadership team, managing and mentoring a high performing, close-knit team of Portfolio Managers and Analysts.

Other responsibilities will be to:

• Lead the internal listed equities teams to contribute to the maximisation of returns within the parameters established in the Fund’s investment objectives and strategy
• Lead the development of the internal direct equities capabilities and across both current strategies and agreed new strategies including scoping out the development of a direct global equities capability
• Manage the further evolution of the research capability across both fundamental and systematic equities
• Generate, source and contribute new investment ideas, processes and concepts to ensure the Fund remains at the forefront of investment capability in Australia
• Identify innovations and opportunities for improvement to investment processes to enable the removal of duplication and complexity of effort and simplify processes

As an employer they have a unique high performing collaborative corporate culture. They have an experienced and respected leadership team that embraces equality, diversity, individual thinking and creativity.

It is expected that you will likely have 15+ years’ experience, ideally coming from a fundamental background, with a demonstrable passion for investment and a track record of success in investment management functions across key areas. In addition, you will have extensive experience in the management of high performing investment teams preferably across both fundamental and systematic investing styles. Experience with investing in international equities, or leading teams that invest in international equites, would be an advantage. 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.

For further information, please call Adam Taylor-Campbell at Jon Michel Executive Search on 02 9235 9404. To apply, please submit a copy of your application, including a CV, to ataylor-campbell@jmichel.com.au

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

Senior Portfolio Manager; Multi-Strategy Listed Equities
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Investment Analyst/Associate – Growth Capital Investing (Brisbane)

  • Awarding winning, growth focused private equity investor
  • Creative, flexible and active investment mandate
  • Provide both strategic and operational portfolio support
  • Thoughtful, innovative, flexible culture

My client is an award-winning private equity firm with an enviable track record in investing in high growth, small-to-medium sized businesses across Australia and New Zealand. By partnering closely with their portfolio businesses, the consistent result has been accelerated growth and vastly improved performance. With a highly active investment mandate targeting multiple key target sectors, the team in Brisbane continues to grow and is looking to hire an Investment Analyst/Associate to help ensure the firm’s continued success.

This new hire will have the opportunity to work with an experienced team of investors that has successfully implemented a creative and flexible investment mandate that puts the focus on partnering closely with and adding value to the businesses they invest in. There is an emphasis on developing a patient, collaborative partnership with quality, high-growth businesses that display a sustained competitive advantage. The team also provides close operational support across their portfolio to ensure a lasting impact and the best outcome for all parties.

Candidates will likely have 2-5 years transactional corporate finance experience gained from an investment banking, independent corporate advisory firm, or a relevant transaction team of a Big 4 CA firm. 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.

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

For a confidential discussion regarding this opportunity please contact Daniel Yee below.

Contact

Daniel Yee

02 9235 9420

Investment Analyst/Associate – Growth Capital Investing (Brisbane)
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Emerging Companies Equity Analyst

  • Listed and Unlisted Equity Research with an Emerging Company Focus
  • Newly Established Investment Team
  • Exceptional Buy-Side opportunity for a Passionate and Entrepreneurial Analyst
  • Melbourne Based

We represent a Family Office/Foundation who are passionate about supporting initiatives that improve long term decision making in Australia, in the belief that improving our policy making system will deliver the greatest impact on economic and social outcomes. Over the next 5 years, they aim to become one of Australia’s largest philanthropic foundations. They are now looking for an Emerging Companies Analyst to join their growing investment team based in Melbourne.

Working with the Founder and the Investment Manager, you will focus on identifying and investing in highly promising emerging Australian companies (listed and unlisted). Their aim is to understand these companies and the industries in which they operate better than anyone else in the market. Responsibilities will include:
• Investment idea generation including screening and meetings with company management
• Financial modelling and valuation work
• Monitoring industry developments and industry analysis
• Conducting comprehensive due diligence on investment opportunities (including channel checks with supplier, customers, competitors, management, former employers, industry experts etc)
• Preparing and presenting investment papers to the Investment Committee
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:
• Cultural fit and the ability to blend into a highly collegiate environment
• Advanced critical reasoning and ability to exercise sound judgement
• The ability to think laterally and independently
• Highly analytical with attention to detail
• An ability to be a generalist whilst also being able go deep where appropriate
• Unafraid of delving into complex topics and questions
• Show initiative and able to work autonomously
• Persistent and self-motivated
• Well-developed written and verbal communication skills
• Financially literate and comfortable drilling into the financial statements of a company
• Ability to model and value a company
• Degree qualifications in a financial discipline. CFA qualification or post-graduate finance qualifications highly regarded
This is an exceptional opportunity for a candidate looking to make their first move and/or continue to further develop their skills within a direct equity investing role within a highly collegiate environment.

Candidates will likely to have gained 3 to 5 years-experience working within Equity Research (either buy-side or sell side), Private Equity or Venture Capital. Others considered may have experience in Transaction Services/Corporate Finance or Corporate Development/Strategy role within a corporate who can demonstrate a genuine passion for investing.

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

For a confidential discussion please contact Michael Lee.

Contact

Michael Lee

03 9653 8620

Emerging Companies Equity Analyst
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