Corporate Strategy & M&A Manager

Job Title: Corporate Strategy & M&A Manager

Team: Strategy & Partnerships

Location: Wellington

Reports to: GM Strategy and Partnerships

Job Purpose:

To identify and cultivate strategic growth opportunities for the organisation– including M&A, partnerships and joint ventures – to maximise the ability to achieve long term strategic objectives. 

The Corporate Strategy & M&A Manager also contributes to Kiwi Wealth’s strategy development processes and works closely with internal and external stakeholders to ensure strategic objectives are effectively understood, progressed and ultimately delivered.

Responsibilities:

• Growth opportunities

Work with the GM Strategy & Partnerships to build a pipeline of market opportunities which support the corporate strategy. 

Develop a network of key market participants, including consultants, investment banks and industry contacts. Keep aware of developments in the market to ensure that targeted strategies and solutions are identified and current strategies are kept up-to-date.

Evaluate opportunities in light of the impact on the current business model – be they maximising the core value proposition, extending into an adjacent market, or creating a new business.

Manage all aspects of transactions for Kiwi Wealth including valuation, due diligence, structuring, negotiation and business cases.

• Strategy development

Contribute to the ongoing development and management of business strategy in conjunction with the GM Strategy & Partnership

Provide advice and recommendations to GM & SLT, on strategic processes to improve the execution of Kiwi Wealth’s strategy.

Effectively influence ongoing process improvement and simplification to ensure operational excellence by always “challenging the status quo” and taking a customer driven and low-cost approach.

• Stakeholder relationship management

Build and maintain relationships with key stakeholders to ensure they understand and supportive of the Kiwi Wealth strategy.

• Strategy Education

Develop communication and educational tools to promote understanding of the Kiwi Wealth strategy across the organisation, and the linkages with individual objectives.

• Risk

All our people have a responsibility to understand, report and manage operational and compliance risk. This includes understanding business unit obligations, maintaining risk registers and complying with relevant policies, such as the operational and compliance risk event management policy.  

•  Health and Safety

All of our people have a responsibility for their own and others safety and wellbeing. This includes a specific focus on mental health as well as following all safety and wellbeing procedures and instructions, including reporting hazards, incidents and accidents and participating in safety and wellbeing initiatives and programmes as required.

Note:

• These duties may change from time to time to meet operational or other requirements.
• Occasional travel may be required within New Zealand

 

Kiwi Wealth’s Values

Our people are what make Kiwi Wealth unique, and our values drive what we do and how we approach things. It’s these values that motivate us to deliver on our purpose of helping Kiwis to grow their wealth and enjoy their future.

We live these values in every interaction we have with our customers and colleagues alike, every decision we make and every meeting we attend.

We are bound by Kaitiakitanga – Our customers entrust us as guardians of their investments and this represents far more than just the dollars, this is for their future, their children’s and grandchildren’s futures, their community’s future – this is about people’s lives and aspirations. We take our Kaitiakitanga role seriously and commit to caring for and protecting our customers, our people and our country for the good of all.

Value and short descriptors

Example Behaviours

Trust

Advocates for clients (internal & external) and champions company values, collaborates and demonstrates reliability and conscientiousness.

Respect

Empathetic and can evaluate likely reactions, takes ownership for self, has the ability to initiate and grow mutually beneficial relationships.

Excellence

Sets own standards above prevailing standards, shows dissatisfaction with substandard or inefficient activities, able to focus on important issues.

Agility

Able to react quickly to changing circumstances and accept change with the business as a positive aspect of growth

Transparency

Demonstrates integrity, honesty and openness, gives honest & timely feedback in a constructive manner, listens, responds to prompts and summarises

 

 

Skills & Experience
 

• Academic

Bachelor’s degree preferred, advanced degrees (e.g. CFA) welcome

• M&A experience

Have completed numerous M&A or JV transactions and is involved in the transactions from start to finish, i.e. be part of deal origination team, deal structuring, due diligence, project coordination, valuation, negotiation, documentation, closing and settlement.

• Financial modelling and analysis

Strong corporate finance and technical capabilities, covering valuation methodologies, transaction funding, benchmarking with competitors, trend analysis etc.

• Strategy development

Broad experience and proven success in leading strategic development and delivery in a complex commercial environment.  Good knowledge of strategic planning and investment principles. 

• Collaborative

Ability to build and maintain effective working relationships across different stakeholders with high energy and a positive attitude. Demonstrated ability to thrive in a demanding, dynamic and lean organisation.

• Initiative

Ability to identify ways to improve processes and situations and take responsibility for improvements and solving problems.

• Communication

Ability to communicate complex insights simply and clearly articulate recommendations in a variety of formats to a wide range of audiences.

Confident, effective presentation and facilitation skills generating appropriate discussion, and outcomes; with the ability to challenge, persuade and influence.

• Self development

Has an active commitment to continually improving self

Enjoys the challenge of the unfamiliar and learns quickly when faced with new problems.

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Dimensions

No. Direct Reports          0

No. Indirect Reports        0

Operating Budget/Revenue  0    

Key Relationships

Internal: SLT, Legal, IMT, Marketing, Kiwi Wealth Board

External: Consultants, Treasury