Manager Transactions and Execution

Company description:

What Makes Us, Us

We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people. We support our employees Real Wellbeing so that they can better support our members' and customers' wellbeing journey.

At Australian Unity We're for real wellbeing. For us, real wellbeing means so much more than physical health. It's about your standard of living, your personal relationships and being connected to your community. It's about what you want to achieve in life, while having the security to get out and do what makes you happy.

We're bold, warm and honest. We make a real difference to people's wellbeing.

Job description:

Your New Role Looks Like This:

The Manager, Transactions and Execution is responsible for a range of activities to support the growth of the Australian Unity Social Infrastructure business. Reporting to the GM Corporate Development, this role is responsible for the identification, analysis, coordination and Execution (as applicable) of major new initiatives (e.g. new capital partnerships), transactional activity (e.g. portfolio-level M&A), entry into adjacent or new strategies (particularly in the Living sector) and/or new mandates within existing strategies managed by the Social Infrastructure team.

The role will have three primary functions: transaction origination and analysis, supporting capital origination and coordination and Execution of initiatives.

Key responsibilities:

• Working with the GM Corporate Development to originate and/or coordinate a pipeline of opportunities to support the growth strategy of the Social Infrastructure business as well as new funds / mandates
• Prepare and coordinate inputs for submissions, investor presentations, proposals and board papers for strategic transactions within Social Infrastructure
• Provide bottom-up financial modelling and underwriting support for acquisitions, divestments and M&A opportunities
• In conjunction with the Senior Manager, Treasury & Debt Capital Markets, continue to establish, build and maintain relationships with debt providers across all markets (including bank and non-bank debt)
• In collaboration with relevant GMs, support equity capital raising activity to enable the growth of both the existing strategies (if major transactional activity is envisaged), as well as for new funds and strategies with a focus on the middle/private markets including HNW/UHNW/family offices, wholesale and institutional channels both domestic and offshore
• Coordinate and execute transactional activity being pursued within existing or new strategies

About you:

• Tertiary qualification in a related field is essential. Successful completion of a relevant post-graduate qualification is preferred (e.g. CFA)
• At least 8 years of experience in financial analysis and/or origination roles in real assets (equity, debt or transactional)
• Strong understanding of property investment and funds management and structuring - including experience preparing investment committee and board papers, investor presentations, etc
• Exceptional commercial acumen, with understanding of business drivers and an ability to liaise with stakeholders (both internal and external) at all levels
• Expert financial modelling, financial analysis, investment underwriting and due diligence
• Transaction origination capability

What's on offer:

You will enjoy a range of great employee benefits and rewards including:

• Competitive salary + bonus program
• Enjoy additional yearly Wellbeing and Community leave days
• 14-week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby
• Employee Referral Program
• Employee Assistance Program - support and assistance for you and your partner at those times in life when you need it most
• Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
• Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!
• Available access to LinkedIn Learning courses through our great Learning platform

For further benefits visit: https://www.australianunity.com.au/careers/culture

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.