Senior Associate: Private Equity at Nedbank

Job Purpose
To assist with (and for mid-market deals lead) the sourcing, assessing, structuring, executing and exiting of Private Equity (PE) investments in line with Nedbank business strategy in order to generate revenue for Nedbank.

Job Responsibilities

Managed Financial and Business Results

• Assist in conducting financial, company or sector related research, analysis and due diligence on potential investments in order to provide input into the decision-making process. For smaller deals a lead role may be performed.
• Utilise research and analysis to build models and generate forecasts on potential investments enabling the PE team to present detailed, relevant information to the Investment Committee.
• Support the Principals in adding value to each portfolio company.

Managed Stakeholder relationships

• Build and maintain sound professional relationships with internal and external stakeholders through networking with contact base, other private equity investors and advisors to contribute to the delivery of investment opportunities.
• Build effective relationships with senior management and shareholders in each portfolio company by maintaining open channels of communication and by providing high quality input, and execution and delivery on business need.
• Manage third party due diligence advisors.

Managed Internal processes

• Collaborate with Principals in order to deliver an effective and efficient analysis of new investment opportunities - including complying with internal with internal processes for non-disclosure agreements and conflict clearance; effective and innovative use of financial modelling and research; regular updating of internal records of new deal leads and Watch List on CRM system, and appropriate and timeous communication internally/externally.

Managed Self

• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

Improved Processes and Culture

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Essential Qualifications - NQF Level

• Professional Qualifications/Honour’s Degree
• Advanced Diplomas/National 1st Degrees

Preferred Qualification
Honours / CFA / CA(SA) / LLB / MBA

Minimum Experience Level

• Minimum of +3 years’ experience private equity, investment banking, or bulge bracket management consulting.

Technical / Professional Knowledge

• Microsoft Office
• Nedbank culture and values
• Nedbank policies and procedures
• Nedbank vision and strategy
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Decision-making process

Behavioural Competencies

• Building Partnerships
• Collaborating
• Customer Focus
• Initiating Action
• Work Standards
• Managing Work
• Technical/Professional Knowledge and Skills