Investment Manager at Old Mutual Plc

Job Description

Overall job objective; Description of role and responsibilities

Investment process management and transaction execution:

• Responsible for investments within the team and be able to evaluate, structure and execute investment opportunities
• Lead due diligence processes with guidance from senior team members
• Perform valuations and sensitivity analysis
• Perform risk analysis and review financial statements
• Support senior team members in the negotiation of transaction and project documents
• Oversee bid documents in tender submissions
• Consideration of environmental and social risks

Investment papers and Investment Committees:

• Compile investment papers with guidance from senior team members and support from junior team members
• Present deals to Investment Committees together with senior team members

Asset management:

• Track asset performance against original projections
• Structure and execute value-enhancing initiatives
• Engage with portfolio company management
• Participate in and contribute to board and sub-committee meetings
• Revalue existing assets on a semi-annual basis for portfolio valuations
• Monitoring and reporting on environmental and social performance of the assets

Transaction origination, fund-raising and profile-raising:

• Build and maintain strong relationships with counterparts
• Contribute to marketing documents and engage with potential investors
• Attend and speak at industry conferences

Financial modelling:

• Independently perform comprehensive company valuations leveraging the junior team members
• Review, run and adapt deal financials models
• Guide and provide oversight to junior team members on financial modelling tasks
• Train and mentor junior team members with regards to financial modelling
• Project-related travel for site visits, deal negotiations and industry conferences

Experience and Core competencies

• An Honours Financial, Legal or Engineering degree
• Excellent financial modelling skills
• 6-8 years of M&A experience (preferably bulge bracket investment banks)
• Transaction experience in Africa essential
• The following sector expertise is advantageous:
  • Renewable energy
  • Digital infrastructure (fibre, data centres, telecoms towers)
  • Mobility and logistics (ports, multipurpose logistics, temperature-controlled logistics, roads)
• Project/process management - ability to run M&A processes with limited guidance (from hiring of advisors through due diligence engagements to transaction execution)
• Financial acumen – the capacity to demonstrate knowledge of and insight into financial principles and processes and identify inconsistencies in data
• Ability to apply sound business judgment and an analytical, pragmatic and creative approach to problem solving
• Good understanding of transaction documentation (SPAs, SHAs etc)
• Ability to plan and prioritise effectively and meet deadlines
• Commercial orientation
• Excellent verbal and written communication skills in English
• Very strong attention to detail and history of academic excellence

Personality Attributes

• Flexible & dynamic – self-motivated, results-driven, ability to deal with change
• Excellent intellectual & conceptual abilities
• Resilience
• Excellence orientation (concern for high-quality work) – follow-through; the motivation to ensure the highest standards of quality and productivity are consistently maintained
• Invests high levels of energy in work
• Outcome focused
• Team player
• Willingness to teach and learn
• Passionate about Africa