Mergers & Acquisition Portfolio Specialist

Data Centrix; Johannesburg; On-site; ZAR 800,000 - 1,200,000; Full time

Job summary

A consulting firm in Johannesburg is looking for a professional with extensive experience in portfolio transformation and exit strategies. The ideal candidate needs a relevant postgraduate degree and should excel in financial modeling, equity valuation, and stakeholder management. This role demands strong analytical skills and the ability to work under pressure. Join a dynamic team to drive financial recovery and ensure successful exits.

Qualifications

• Minimum of 8-10 years experience in portfolio transformation.
• At least 4 years assessing the economic viability of businesses.
• Ability to work independently and perform under pressure.

Responsibilities

• Designing effective exit propositions for new deals.
• Maximizing financial recovery from exits/disposals.
• Building relationships with strategic stakeholders.

Skills

Equity Valuation experience

Financial modelling skills

Analysis of financial statements

Understanding of Economic trends

Knowledge of Company and Taxation legislation

Education

Relevant Post Graduate Degree in Business / Commercial or legal field

CA (SA) / MBA

Job description

Qualifications Required

• Minimum qualification : relevant Post Graduate Degree in Business / Commercial or legal field or equivalent qualification is essential.
• CA (SA) / MBA / MBA

Knowledge & Experience

• Minimum of 8-10 yearsâ experience in portfolio transformation of private equity or a Commercial bank which involved in exiting of assets.
• Should have at least 4 yearsâ experience in assessing the economic viability of businesses
• Equity Valuation experience and knowledge is a necessity.
• Excellent financial modelling skills.
• Outstanding skills in respect of the analysis and interpretation of financial statements.
• Sound knowledge and experience from sell side M&Aâs in developing and implementing exits / disposal strategies and plans.
• Sound knowledge of business and the diversity of risks that may affect businesses.
• Good understanding of Economic trends.
• Industry standards, technology trends and best practices.
• Good working knowledge of Company, Contract, Taxation and Insolvency legislation.
• Ability to work independently and to perform under pressure.

Duties and Responsibilities

• Financial / Shareholder Returns (indicate output expected from financial / shareholder returns)
• Designing of an effective and attainable exit proposition for the company in any new deals.
• Assisting in ensuring that the exits / disposals maximize the corporationâs financial recovery in the given timeframe.

Internal / Operational Processes

• Continuously updating the viability of exit opportunities with Segments on primary and secondary markets as well as IPOâs.
• Assisting in identifying and providing options of potential buyers and other exit opportunities for specific exits to ensure all options are considered and best opportunities are implemented.
• Providing assistance in the Segment departments in defining and detailing best practice exit terms and conditions.
• Providing input into exit options, during the due diligence stage to ensure the best opportunities are being implemented.
• Assisting in optimizing the departmental resources.
• Providing efficient service to clients.

Customer Focus & Stakeholder Management

• Building and maintaining influential relationships with strategic internal and external stakeholders.
• Building and leveraging on relationships with a variety of external investors to execute exits in the most professional manner.
• Advising internal stakeholders on both new investment opportunities and exit plans for existing business partners.
• Continuously reviewing exit options for Segments, larger and riskier investments.
• Building relationships with a variety of investors in the market that could be interested in buying companies within the company Business Partner ecosystem.
• Leveraging expertise and relationships in the Private Equity and investment market to execute fast and value adding exits for equity investments.
• Liaising, communicating and promoting the unit externally.