Deal Origination Specialist

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

The Deal Origination Specialist is responsible for proactively identifying, sourcing and qualifying prospective transactions, building and maintaining relationships that keep a healthy, proprietary deal pipeline flowing into the transaction execution process. The role sits at the front end of the deal lifecycle and translates market intelligence, divisional strategy and networking activity into qualified opportunities that meet Old Mutual Insure’s strategic investment and partnership appetite. The role must engage across the Group’s divisions to understand their strategic priorities, identify areas of alignment and translate these into pipeline strategy, synergy opportunities and targeted origination themes.

• →Develop and maintain origination playbooks, target-sector theses and opportunity themes aligned to OMI and Group strategic priorities.

• →Maintain a structured relationship coverage plan across brokers, intermediaries, industry bodies, founders, investors, advisers and relevant Group stakeholders.

• →Prepare concise opportunity notes for prioritisation forums, including strategic rationale, synergy potential, pipeline status and recommended next steps.

• →Track post-engagement lessons learnt and market feedback to improve sourcing quality, qualification discipline and relationship conversion over time.

• →Monitor competitor moves, sector developments and emerging partnership models relevant to OMI’s growth, acquisition and partnership strategy.

• Conduct preliminary assessment of deal feasibility and strategic and or financial fit.

• Test early-stage opportunities against strategic fit, revenue potential, operating model fit, customer and distribution synergies, reputational risk, regulatory complexity and integration feasibility before handover to execution teams.

• Support early-stage due diligence by gathering company, industry, financial and relevant information.

• Assist in structuring term sheets and initial deal parameters ahead of formal underwriting, deal forum review.

• Collaborate with transaction execution team or multi-disciplinary due diligence team to hand overqualified opportunities.

https://www.oldmutual.co.za/about/old-mutual-insure/

Please note that, unfortunately, we cannot accept any applications after the closing date

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.

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