Merger and Acquisition Specialist (Insurance) – Centurion.
Merger and Acquisitions Specialist with a relevant Degree, preferably with a CFA/CFP Certification and minimum 8 years’ experience in the Financial Services Industry within distribution and/or broker environment, investment banking, corporate development, private equity or management consultancy with a focus on merger and acquisitions, required to identify, analyse and execute acquisition of IFA’s and Brokerages for this Insurance Giant, based in either Cape Town or Centurion.
Minimum Requirements:
Degree in Finance, Business Administration or related field essential
CFP or CFA highly beneficial
Minimum 8 years’ financial services experience within the distribution and/or broker environment, investment banking, corporate development, private equity or management consulting with a focus on merger and acquisitions required
Experience in end-to-end M&A transactions, including sourcing, due diligence, negotiations and integration required
Knowledge of Financial Services Regulatory requirements essential
Responsibilities:
Identify, Analyse and Execute acquisitions that align with the strategic objectives
Deal sourcing and identification
Financial analysis and due diligence
Transaction structuring and negotiation
Stockholder Management
Integration planning and execution
Documentation and legal compliance
Ensure adherence to financial services industry regulations