Corporate Finance Executive (64657)
Job Description
Our client, a dynamic and entrepreneurial investment group with a diversified portfolio of businesses and exposure to private equity-style investments, is seeking a high-calibre Corporate Finance Executive to join their growing team
This is a rare opportunity for an ambitious, deal-driven finance professional to step into a role offering direct exposure to high-value transactions, investment decision-making, and capital raising initiatives, including involvement in Fund IV. You will work closely with senior leadership and play a meaningful role in shaping investment strategy, evaluating acquisitions, and driving value across a diverse portfolio
Ideal for someone coming from corporate finance, private equity, or investment banking, this role offers the chance to move beyond execution into true ownership of deals and strategic influence, within a fast-moving, entrepreneurial environment where your input will directly impact business outcomes
Duties and Responsibilities
Fund Management (Primary Focus)
- Evaluate acquisition and investment opportunities, assessing both financial and commercial viability
- Build and maintain complex financial models (cash flow forecasting, sensitivities, return metrics, capital structuring)
- Support end-to-end M&A transactions, including deal structuring, negotiation, and execution
- Liaise with external advisors across financial, tax, and legal due diligence workstreams
- Compile investment committee papers, presentations, and transaction documentation
- Draft offer letters and support transaction agreements (SPA, shareholder agreements, etc.)
- Participate in portfolio management discussions, providing strategic and financial input
- Conduct portfolio valuations and track fund performance and returns
- Prepare investor reporting (bi-annual and ad hoc)
- Engage with external stakeholders including advisors, legal counsel, and compliance partners
Fund Operations & Back Office
- Oversee fund back-office operations, including management of a direct report
- Support structuring of fund vehicles and related legal frameworks
- Manage investor communications (capital drawdowns, returns, reporting)
- Oversee accounting, audit, and tax processes of the fund and GP structures
- Liaise with external service providers (audit, tax, legal, accounting)
- Negotiate engagements, fees, and service level agreements
- Manage banking administration and payment processes
- Ensure compliance with statutory and governance requirements
Office Support
- Provide support to office structures locally and internationally
- Assist with accounting, tax, restructuring, and statutory matters
- Work closely with internal and external stakeholders to ensure smooth operations
Minimum Requirements
Education and Experience
- CA(SA) or CFA (non-negotiable)
- 4-5 years' post-articles experience within:
- Corporate Finance
- Private Equity
- Investment Banking
- Transaction Advisory
- Demonstrated experience in deal execution and transaction environments
- Exposure to fund structures, capital raising, or Fund IV advantageous
Technical Skills
- Strong financial modelling and valuation capability
- Solid understanding of M&A processes (entry and exit)
- Experience with deal structuring and capital stack analysis
- Understanding of tax and tax structuring within transactions
- Ability to interpret and work with legal agreements (SPA, shareholder agreements, etc.)
- Exposure to bank funding arrangements and financing structures
Key Competencies
- Highly deal-driven with strong commercial acumen
- Analytical thinker with strong problem-solving ability
- Strong attention to detail and financial accuracy
- Ability to manage multiple transactions and priorities simultaneously
- Confident stakeholder engagement and negotiation skills
- Self-starter with a proactive, high-performance mindset
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