Corporate Finance Analyst

Old Mutual is currently seeking a seasoned financial professional to join its Corporate Finance team in Johannesburg. This position offers a unique vantage point into the strategic inner workings of one of Africa’s most established financial services institutions. The role is designed for an analytical mind eager to influence large-scale corporate actions, investment decisions, and the overarching growth trajectory of a multinational organisation.

About the role

As a Corporate Finance Analyst, you will play a pivotal role in supporting the transaction leads responsible for the group's investment activities. Your remit will cover the entire transaction lifecycle, from identifying potential targets that align with Old Mutual’s strategic goals to the intricate process of finalizing mergers, acquisitions, disposals, and joint ventures.

Beyond pure M&A activity, you will be involved in significant corporate actions, including group restructuring, unbundling processes, and BBBEE ownership initiatives. You will work across a complex, multi-disciplinary environment, collaborating with subject matter experts in actuarial, legal, tax, and financial reporting departments to ensure all transactions are robust, commercially viable, and aligned with group strategy.

The core of this position involves high-level problem solving and project management. You will need to provide technical and strategic guidance to various business clusters to ensure that every project is executed in line with the group’s risk appetite and investment criteria. Key responsibilities include:

• **Transaction Execution:** Assisting in the valuation of both local and international targets, particularly within the banking, insurance, and asset management sectors.
• **Due Diligence Management:** Coordinating internal and external teams—including legal counsel and transaction advisors—to conduct thorough due diligence, analyse findings, and draft recommendations for executive committees and the Board.
• **Strategic Documentation:** Leading the preparation and review of transaction-critical documents, such as Shareholder Agreements, Sale and Purchase Agreements, and regulatory submissions.
• **Negotiation Support:** Assisting in negotiations on key commercial and legal terms with counterparties and liaising with regulatory bodies like the Prudential Authority.
• **Business Case Development:** Creating internal business cases that quantify the value and feasibility of proposed transactions.

What they're looking for

To be successful in this role, you should possess a rigorous technical background and a proven track record in a fast-paced environment. Old Mutual values candidates who can translate complex financial data into actionable strategic insights.

• **Qualifications:** A CA(SA), CFA, or Actuarial qualification is highly preferred.
• **Experience:** Between 4 to 7 years of relevant experience in Investment Banking, Corporate Finance, or Private Equity, ideally within the financial services or insurance sectors.
• **Technical Proficiency:** Expert-level financial modelling skills, a deep understanding of capital structuring, IFRS valuation requirements, and M&A methodologies.
• **Soft Skills:** Exceptional stakeholder management, the ability to influence at senior levels, and the resilience to thrive in high-pressure, deal-driven environments.

**Practical Context for Applicants** Roles of this calibre at major JSE-listed financial institutions typically demand a high degree of technical autonomy and commercial maturity. In the South African market, such positions are highly sought after by top-tier financial professionals looking to transition from advisory services into a corporate "in-house" strategic role. The career path for this position often leads toward senior management within Corporate Finance or leadership roles within specific business clusters, making it an excellent opportunity for those looking to build a long-term future in institutional finance. Compensation in this bracket is generally competitive, often including performance-based incentives and comprehensive corporate benefits typical of the big four insurers and major banks.

Qualifications & Experience:

• CA(SA), CFA, Actuarial or similar is preferred
• Minimum 4-7 years in Corporate Finance, Investment Banking, Private Equity or similar
• Experience within financial services, insurance, banking, and/or asset management environments

Technical Skills

• Strong financial modelling, 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 collaborate with teams.
• 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, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Financial Acumen, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

Business Insight

Communicates Effectively

Courage

Decision Quality

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Education

Honours Degree (Hons): Chartered Accountancy (Required)

Closing Date

13 November 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!