Manager, Strategic Transactions

Company Description

• Take your career further than you ever imagined with diverse roles and opportunities for personal and professional development.  
• Work with experienced and skilled colleagues who support and inspire one another to achieve collective success 
• Enjoy benefits such as discounted insurance, health and well-being programs, and a range of employee benefits to support your lifestyle

Welcome to TAL. As a leading life insurer, we’ve been protecting Australians for over 150 years. Backed by Daiichi Life, we're driven by big ambitions and empower to create better products and services. 

Together with our Partners, we’re helping millions of Australians live a life filled with choices, options, and freedoms. See the direct impact you make delivering support and financial security with care and expertise. Grow beyond expectations with diverse roles, global connections, and exclusive learning opportunities. 

Work with passionate, bright and capable colleagues. Feel inspired by supportive leaders. Collaborate with heart, where flexibility, wellbeing and inclusivity is valued. Together, we're reimagining insurance. 

So, bring a curious mind and an ambition to help us become the progressive, digitally enabled leading insurer. 

Job Description

The Manager, Strategic Transactions role requires developing investment thesis, financial analysis and due diligence, and providing key strategic insights and recommendations on commercial strategic opportunities. This requires an ability to distil complex commercial problems and present these in a clear, transparent and credible manner to senior executives.

The role involves supporting the entire deal process from deal creation to deal execution. Specifically, the role includes supporting the line management through the process of deal creation, deal analysis and valuation, develop investment thesis, recommendations and communications to management, and monitor and interpret macroeconomic, regulatory and industry developments.

In this role you will:

• Develop financial metrics and risks for inorganic acquisition opportunities, divestiture opportunities or
• general commercial initiatives
• Support target identification, strategic rationale development, financial modelling, due diligence, deal
• structuring, negotiation, and post-merger integration oversight
• Prepare Board papers, investment committee submissions, and executive briefings to support
• transaction decision-making
• Manage relationships with external advisers, including investment banks, legal counsel, accountants, and actuarial consultants.
• Collaborate closely with Finance, Legal, Risk, Compliance, and Operations to ensure rigorous due diligence and seamless execution.
• Work with the business where needed to enhance and execute the business-related initiatives.

Qualifications

• Knowledge of Life Insurance financial metrics and Capital requirements and a knowledge of the Australian regulatory environment, including APRA, ASIC, ACCC, and FIRB.
• Deep understanding of valuation methodologies, financial modelling, deal structuring, and negotiation. Strong financial modelling experience
• Good stakeholder management skills, with the ability to engage credibly with C-suite executives, regulators, and external advisers and a strong ability to communicate and to articulate complex concepts
• Organised and detail-oriented; ability to work in situations with changing priorities and multiple simultaneous assignments.  Proven ability to investigate and resolve complex issues with an attention to detail
• Strong initiative, in particular with respect to developing new ideas and concepts for practical application.
• Good commercial judgement and the ability to balance strategic ambition with disciplined risk management

Additional Information

TAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce. We’re proud to be:  

• An Inclusive Employer – Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agency and Bronze Tier Status within the Australian Workplace Equality Index  
• Diversity Champions – Member of Diversity Council Australia, Australian Disability Network, Pride in Diversity and Champions of Change  
• Reconciliation Advocates – Read our Innovate Reconciliation Action Plan. 
• We welcome applications from people with diverse experiences, perspectives and backgrounds including Aboriginal and Torres Strait Islander people, caregivers, individuals living with disabilities, people from culturally diverse backgrounds and the LGBTIQ+ community.  
• Need adjustments during the recruitment process? Let our team know by getting in touch with us here.—we’re here to support you. 

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems.   

As part of the recruitment process, there are several checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History, Bankruptcy, Entitlement to Work, Regulatory and Reference Checks.  

#LI-Hybrid  

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.

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