Investment Manager - Perth, Australia - Indigenous Business Australia

Indigenous Business Australia

Verified Company

Perth, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Title:
Investment Manager, Direct Investments
Position no:3077

Level:
IBA Level 6 ($120,922 - $134,247)
Last updated:July 2023

Location:
Perth, Sydney or Brisbane
Term:Ongoing

Program:
Investment & Asset Management

Section:
Direct Investments

Context:

Indigenous Business Australia, partners and invests with Aboriginal and Torres Strait Islander
people who want to own their future. We go further than provide money; we invest in people, places
and ideas that are ready. We help make them real. We're deeply invested in the financial success
and economic independence of Indigenous Australians. It's why we exist.

We provide a range of services for Indigenous Australians to create wealth and accumulate assets,
take up investment opportunities, create business enterprises that provide additional employment
focus, and by building mutually respectful and productive partnerships with Indigenous Australians,
government, non-government and private sector organisations.

Our staff are invested, informed, responsive, respected and connected.

Investment & Asset Management:

IBA's Investments aims to create economic independence for Aboriginal and Torres Strait Islander
peoples by using its capital base, skills and expertise, to build and manage a substantial portfolio of
investments and generate economic impact for Indigenous Australians via financial returns,
commercial capability development, employment, training and supply chain outcomes.

IBA has a long history of over 20 years of successful investment alongside Indigenous
organisations. The portfolio comprises over $480 million in investments across Australia in a variety
of sectors, including tourism, property, funds management, energy, primary industries, industrial
and retail businesses.

Role:

The Investment Managers are responsible for the full investment cycle. From deal sourcing;
engaging with Indigenous, professional and capability partners; deal evaluation; due diligence;
financial modelling; deal structuring; managing investment committee and board approvals;
investment execution; investment management to ultimately investment realisation.

Duties:

Key duties for the Investment Manager include:

Assisting in the development of portfolio strategy.
Undertaking market and terrain analysis.
Assisting in the sourcing and identification of potential investment opportunities.
Undertaking initial investment evaluations based on the IBA's criteria.
Performing or managing detailed due diligence.
Building best practice financial models.

Thorough, accurate and timely financial analysis.
Formulation and execution of investment strategy including exit, turnaround /

- restructuring and growth strategies.

Estimation of the "impacts" of potential investments (equity returns, employment and

- procurement).

Preparation and presentation of highquality papers to the investment committee / board.
Overseeing the preparation of legal documentation.
Reviewing legal documentation.
Deal structuring and execution.
Overseeing the integration of new investments into the portfolio.
Ongoing management of allocated investments including:
Monitoring, managing and reporting their performance.
Monitoring governance includes liaising with IBA appointed nonexecutive directors,

investee senior management and our indigenous partners.

Reviewing investee budgets.
Responding to information requests.
Valuation / impairment testing.
Risk management.
Managing divestments and dividend distributions.
Managing and mentoring junior staff.
Assist in driving continuous improvement.
In conjunction with other IBA Investments product specialists, create and utilise networks of

Indigenous, business and professional partners to source potential investment
opportunities that further the objectives of IBA.

Other duties as directed from time to time.

Interstate travel and travel to remote locations under diverse and possibly difficult conditions will be
required as part of this role.
**Required capabilities

**Knowledge and experience:

Corporate Finance / transaction experience including at least two years at manager level in

- corporate finance, private equity, commercial transaction execution or a related field.

Tertiary qualifications in economics, commerce, business, accounting, actuarial studies,

- and/or law is essential.

Completed or close to completing relevant professional qualifications such as CPA/CA,

CFA, (E) MBA, MAppFin or MCom with a valuation major highly regarded. Qualifications or
experience in business or land valuation and economics also well regarded.

Financial analysis, valuation and building best practice financial models.
Adequate knowledge of accounting, corporate and contract law and investments / mergers

- and acquisitions.