Corporate Finance Analyst

Job Profile Summary

An analyst role in Corporate Finance that involves investments, supporting large projects, and a technical understanding in a variety of areas. Accountable for supporting the achievement of results through a team over long periods.

Job Description

Responsible for supporting transaction leads on projects, or sections within major projects undertaken by Corporate Finance. Provides technical and strategic advice, project management and assistance across the business Segments, Clusters and at a Group level to execute Corporate Finance objectives. Provides a Group wide perspective as input to a project.

Leverages off the skills of other key areas within Group Finance, including: Financial Reporting, Actuarial, Legal, Tax and Corporate Secretarial areas. Collaborates with internal and external stakeholders, using expert knowledge, problem solving capabilities and the ability to facilitate and generate ideas, solutions and decisions.

This role encompasses transaction related work (being mergers, acquisitions, disposals, creating joint ventures) and corporate actions (such as listings, de-listings and unbundling of assets).

Transaction related work, includes:

Working closely with the Corporate Finance transaction lead and other stakeholders to conduct geographic industry reviews to select attractive targets, in line with Old Mutual’s strategic goals;

Performance and review of valuations of local and foreign targets across the insurance (short term and long term), banking, asset management and adjacent industries;

Managing and conducting the due diligence of targets, analysis of findings and generating (and review of) recommendations to executive committees and Boards. This includes managing due diligence teams comprising internal subject matter experts, external advisors, transaction sponsors, legal counsel and transaction consultants;

Working closely with various stakeholders, human resources, finance, tax, actuarial, information technology, legal, compliance, risk and company secretarial functions within Old Mutual Limited and the relevant business clusters to examine the attractiveness of these transactions against Old Mutual’s investment criteria.

Providing financial and technical advice on the most suitable structuring of the transaction, from a commercial perspective;

Working closely with deal teams to examine the attractiveness of these transactions against Old Mutual’s investment criteria and the business’ strategy;

Preparing internal business cases for submission to and presenting these to the deal team.

Preparing, reviewing and providing input into non-disclosure agreements, Memoranda of Incorporation, Shareholder Agreements, Sale and Purchase Agreements, Subscription Agreements, legal opinions, funding and transaction term sheets and agreements, regulatory applications, offer letters and other transaction related documentation;

Supporting negotiations with counterparties on key commercial and legal terms; and

Internal and external stakeholder engagement, including engaging regulatory authorities, including the Prudential Authority, as part of the transaction approval process.

Corporate actions include unbundling of assets, listings, de-listings, group restructuring and BBBEE ownership transactions. These corporate actions involve working closely with deal teams and providing advice on optimal commercial structuring while managing execution.

Qualification, Skills and Experience:

Qualifications & Experience

CA(SA), CFA, Actuarial or similar is preferred

Minimum 4-7 years in Corporate Finance, Investment Banking, Private Equity or similar

Experience within financial services, insurance, banking, and/or asset management environments

Technical Skills

Strong financial modelling, corporate finance, transaction advisory and valuation expertise.

Advanced financial modelling and investment analysis skills.

Knowledge of IFRS valuation requirements, M&A, capital structuring and corporate actions.

Commercial negotiation and transaction structuring capability.

Understanding of legal, tax, regulatory and governance considerations in transactions.

Advanced proficiency in Microsoft Excel, PowerPoint and MS Office.

Strong report writing, business case development and presentation skills.

Behavioural Competencies

Excellent communication, stakeholder management and influencing skills.

Strong analytical, problem-solving and commercial acumen.

Results-oriented with strong project management and organisational skills.

Self-motivated, proactive and able to collaborate with teams.

High attention to detail and ability to manage competing priorities.

Resilient and effective in high-pressure, complex environments.

Demonstrated leadership and collaboration capabilities.

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Education

Honours Degree (Hons): Chartered Accountancy (Required)

Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Financial Acumen, Oral Communications, Policies & Procedures, Professional Presentation