Corporate Finance Manager at Old Mutual Limited

Johannesburg, Gauteng, South Africa -

Full Time

Start Date

Immediate

Expiry Date

17 Oct, 26

Salary

0.0

Posted On

19 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Corporate Finance, Transaction Advisory, Valuation, Financial Modelling, Investment Analysis, M&A, Capital Structuring, Commercial Negotiation, Stakeholder Management, Project Management, IFRS, Business Case Development, Due Diligence, Financial Accounting, Managerial Accounting, Numerical Aptitude

Industry

Financial Services

Description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description A leadership role in Corporate Finance that involves investments, managing large projects, and a technical understanding in a variety of areas. Individually accountable for achieving results through a team over long periods. Responsible for leading 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 senior 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 senior 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 technical and strategic advice on the most suitable structuring of the transaction, from a commercial perspective; Working closely with Old Mutual Limited executive sponsors to examine the attractiveness of these transactions against Old Mutual’s investment criteria and the business’ strategy; Performance and review of valuations of unlisted investments and subsidiaries at half year and year end for IFRS reporting and disclosure purposes; Preparing internal business cases for submission to and presenting these to the relevant internal approval committees (including the Old Mutual Limited Board, Executive Committee, Investment Committee and other similar committees); 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; Negotiations with counterparties on key commercial and legal terms; and Internal and external stakeholder management, including engaging regulatory authorities, including the Prudential Authority, as part of the transaction approval process. Corporate actions include unbundlings of assets, listings, de-listings, group restructuring and BBBEE ownership transactions. These corporate actions involve working closely with executive teams and boards and providing advice on optimal commercial structuring while managing execution. Qualifications, Skills and Experience: Qualifications & Experience: CA(SA), CFA, Actuarial or similar is preferred Minimum 5-8 years in Corporate Finance, Investment Banking, Private Equity or similar Experience within financial services, insurance, banking, and/or asset management environments Technical Skills Strong 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 work independently. High attention to detail and ability to manage competing priorities. Resilient and effective in high-pressure, complex environments. Demonstrated leadership and collaboration capabilities. na Skills Accounting, Adaptive Thinking, Budget Management, Data Compilation, Data Controls, Evaluating Information, Executing Plans, Financial Accounting, Financial Acumen, Financial Auditing, Financial Modeling, Managerial Accounting, Numerical Aptitude, Policies & Procedures Competencies Balances Stakeholders Business Insight Decision Quality Ensures Accountability Financial Acumen Instills Trust Manages Complexity Optimizes Work Processes Education Bachelor of Science Honours (BSc Hons): Actuarial Science (Required), Honours Degree (Hons): Chartered Accountancy (Required) Closing Date 31 July 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!

Responsibilities

Lead corporate finance projects involving mergers, acquisitions, disposals, and corporate actions such as listings and unbundlings. Provide technical and strategic advice to executive committees and boards while managing due diligence and transaction structuring.