Corporate Finance Analyst

Old Mutual South Africa; Johannesburg; Sur place; ZAR 900 000 - 1 300 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a capable Corporate Finance analyst to support major projects, including mergers, acquisitions, and corporate actions. You will provide technical and strategic input across segments and groups, coordinating with finance, tax, legal, and compliance teams to drive value.

Responsibilities include supporting transaction leads, conducting due diligence, preparing internal business cases, and presenting recommendations to executive committees and boards.

Qualifications

• CA(SA), CFA or 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

Responsabilités

• Support transaction leads on projects and sections within major initiatives
• Provide financial and technical advice across business segments to execute Corporate Finance objectives
• Collaborate with internal and external stakeholders (Legal, Tax, Risk, Compliance) on transactions
• Prepare internal business cases, input into NDAs, Shareholder and purchase agreements, term sheets and regulatory applications
• Engage regulatory authorities as part of the transaction approval process

Connaissances

Financial modelling

Valuation

M&A knowledge

Corporate finance

Negotiation

Presentation skills

Excel proficiency

PowerPoint

Formation

Honours Degree (Hons): Chartered Accountancy

CA(SA) or CFA

Outils

IFRS valuation tools

Description du poste

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.

Skills

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

Competencies

Business Insight

Communicates Effectively

Courage

Decision Quality

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Education

Honours Degree (Hons): Chartered Accountancy (Required)

Closing Date

13 November 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!