Investment Principal at Old Mutual South Africa

Job Description

A vacancy has arisen for a talented Investment Principal within AIIM. As an experienced investment professional, you will originate and lead Project Finance and Private Equity transactions to successful execution; explain and model historical and projected financial information and represent AIIM and its clients on boards of portfolio companies, both as director or in support of an Investment Director or Managing Director.

As an Investment Principal you will:

• Effectively originate transaction opportunities and win business.
• Participate meaningfully in the development of principal transaction proposals and in obtaining the necessary internal support for such transactions.
• Manage transactions through AIIM's transaction process including taking overall responsibility for co-ordinating and prioritising work streams, managing input from advisers and maintain client relationships, in accordance with AIIM's protocols and procedures.
• Independently lead negotiations on select transactions with third parties, transaction counterparties, external advisers, co-investors, debt providers, and other involved parties.
• Provide advice to internal committees in relation to such transactions.
• Support the Strategic Initiatives team with sector knowledge and transaction updates.
• Respond comprehensively to investor transaction queries, portfolio companies and sectors.
• Independently run co-investment processes and engage co-investor peers to achieve successful co-investment outcomes.
• Readily engage in peer discussions on financial and operational performance, with senior management at assets, to identify, structure, plan and deliver significant operational improvements.
• Represent AIIM and add value on Boards of investee companies.
• Manage the relationship between AIIM, the asset, co-investors, and finance providers, including design and management of the corporate governance framework, management incentive plans, transition plans, risk management assessments, strategy, and budget negotiations.
• Participate in the mentoring and management of team members with less experience.

Required Experience and Core competencies:

• Relevant financial qualification (CA(SA), MBA, CFA, BBusSc, etc)
• +7 years infrastructure, investment banking and/or private equity experience, including deal origination background within the infrastructure sector
• Strong network and relationships with clients, private investors and banks in order to identify viable investments.
• Successful track record of leading project teams with high level stakeholders and qualified professionals.
• Familiarity with unique disciplines of identifying, negotiating, closing, and monitoring transactions.
• Good working knowledge of key commercial statutes and regulation (e.g., Tax, Companies Act).
• Have a history of repeatedly delivering major and long-term change programmes or strategic initiatives.

Competencies:

• Strong leadership skills
• Critical thinking and problem-solving skills
• A self-starter / proactive, showing strong action orientation, with excellent organisational, planning and prioritising skills.
• Assuming responsibility and accountability for the successful completion of strategic and all other related tasks whilst maintaining a high standard of excellence.
• Strong financial analysis and modelling skills
• Excellent communication skills (written and verbal)
• Display a strong attention to detail, a high level of accuracy in her/his work and be able to perform under pressure.
• Strong project management skills/ability to see projects completed
• Ability to work under pressure and to tight deadlines
• Excellent at collaborating across the organisation
• Solid interpersonal skills, showing an ability to work through influence

Personality Attributes:

• Decision making abilities
• Implementation skills
• Ability to take own initiative
• Team orientation
• Solution orientated bias
• Communication and relationship building
• Anticipation, identification, and management of risks
• Ability to work both in a team and independently
• Be reliable, have integrity and display a professional approach. Maintain confidentiality of all information, both from internal and external sources