Our growing Private Equity client is focused on delivering value and impact in the growth industries around Tech, Healthcare and Services predominantly. You will work with a team of passionate, top tier professionals that are driving change for some of Australia’s most exciting privately owned companies. We are looking to hire for them a Sydney-based Portfolio Director.

You will assess the improvement opportunities within a portfolio company and work with the senior stakeholders to really drive change. This role is for someone who wants to feel they are making a difference. 

The Sydney-based Portfolio Director would support strategic growth and drive improvements in portfolio of privately owned companies. You will be responsible for providing operational direction, including liaising between portfolio companies and their financial advisors, conducting due diligence on incoming and outgoing investments, and maintaining an active presence on company boards. 

The primary responsibilities of the role include:  

• Driving accelerated growth in portfolio companies by implementing meaningful and sustainable changes. 
• Support companies during the due diligence process to ensure a smooth process using their business builder tool kit. 
• Develop an overall strategic plan for the company’s investment.  
• Define the target market, develop a business model, and assess the competitive landscape.  
• Provide guidance on how to create a robust and high impact first 100-day plan to get portfolio investments off the ground. 
• Identify and solve roadblocks to sustained growth.  
• Identify opportunities and risks. 

Qualifications for this role include: 

• 4-6 years of experience in a top-tier consulting firm ideally with some operational experience with an SME. 
• The ability to influence founders and drive meaningful change within portfolio companies. 
• Strong communication skills, both written and spoken, and the ability to create and present client-facing documents. 
• The ability to assimilate data, synthesize insights and clearly articulate complex ideas. 
• An entrepreneurial drive and willingness to dig in and make things happen. 
• Passion for the investment process and working with smaller businesses. 
• Evidence of commercial, analytical, and financial acumen. 
• The ability to work with and build trusted relationships with management teams, senior advisors, and investors. 

If this role excites you and you want to make a difference for different portfolios, then this job is for you. Contact Anika Stokes to be considered for the position. 

#strategy #customerstrategy #sydney #oaktreetalent #strategyjobs #jobs #sydneyjobs

This Sydney-based Portfolio Director which is Exclusive to Oaktree will take home an annual income of $250k to $300k base + super.

If you would also like to checkout other jobs that we are currently sourcing for, you can check it here.

Our client is one of the top companies in TMT space and they are looking for a Sydney-based Director of Customer Strategy. This role is reporting to a dynamic Executive who is an ex top tier consultant with many years of experience driving Customer Strategies.  

In this role, you will be a Key Contributor to the company’s vision to attain, maintain, and make customer experience a fundamental pillar of strategy throughout the company.  

This Sydney-based Director of Customer Strategy will manage a sizable team that is responsible for translating high-level customer objectives into defined, practical customer strategies for each category/segment cohort within our base management framework – translating customer objectives into actionable plans. This involves understanding customer needs and wants, defining market segments, understanding customer value chain dynamics and how to apply it to target the customer, and much more. 

Key Responsibilities:  

• Develop and deliver an end-to-end consumer lifecycle strategy that optimises revenue, value, and customer engagement.  
• Measure and track your success and make the necessary adjustments to keep the business unit profitable and growing. 
• Partner with data and research teams to understand customer satisfaction, engagement, retention, and growth drivers.  
• Develop a roadmap of Customer initiatives. Your team will need to size, cost, prioritise, and manage the implementation of the roadmap. 
• Engage existing customers through strategic digital channels, while creating brilliant customer moments.  
• Nurture a culture of accountability and responsibility, and where your people have a clear direction 
• Provide support that enables your team to succeed but also empower them to work autonomously. 

Key Qualifications: 

• 12 years plus professional experience including experience in brand name strategy consulting firm ideally married with a leadership role in a complex organisation  
• Executive and Board level experience  
• Proven customer base management experience, with an ability to understand and work closely with channels  
• Demonstrated ability to drive strong commercial outcomes from campaign activity  
• Proven leadership of complex projects with multiple stakeholders 
• Demonstrated track record in creating and leading high-performance teams 
• Ability to make tough decisions, to quickly analyse a problem or opportunity, and identify and implement a solution  
• Strong stakeholder management and relationship building and negotiation skills; an ability to influence without direct reporting line  
• Ability to harness insights to drive strategic decision making, delivering automated and personalised communications  
• Dynamic leader with passion and experience in leading high performing teams  
• Strong financial & commercial skills 

If this role excites you, contact Anika Stokes and send your CV to her at anika@oaktreetalent.com or send your CV through the link below. 

#strategy #customerstrategy #melbourne #oaktreetalent #strategyjobs #jobs #melbournejobs

This Sydney-based Director Customer Strategy which is Exclusive to Oaktree will take home an annual income of $300k base + super.

If you would also like to checkout other jobs that we are currently sourcing for, you can check it here.

Do you want to work in a well-established consulting firm and be focused solely on ESG critical topics? You’ll be working with Australia’s most respected companies and have professional development and have real impact in the world. This consulting firm has created a specialised Strategy team and require a Sydney-based ESG Executive Manager to join them.  

With ESG becoming more important, topics such as climate risk, decarbonization strategy, social impact, and robustness of internal governance, have encouraged our client to create a dedicated ESG Strategy function. And they are currently looking for a Sydney-based ESG Executive Manager to lead this key projects. The team will help companies assess the risks and benefits of pursuing an ESG strategy  

Your responsibilities include:  

• Identify and quantify ESG risks and opportunities for the ‘target’ businesses in the context of a deal. 
• Ensure that the target business is positioned to address those risks and also capture the value upside opportunities from climate change. 
• Analyse different mitigation and adaptation strategies 
• Embed ESG risk, strategy, targets and governance into financial reporting frameworks.  
• Assess the range of expected reactions from stakeholders 
• Anticipate risks and create strategies accordingly 
• Develop relationships with key clients and internal stakeholders 
• Become knowledgeable about the market and key sectors, and be involved in delivering ESG due diligence engagements 
• Improve the quality of research as the team has a vital role in supporting the Transaction Services Partners in increasing the penetration of ESG Due Diligence on deals.  
• Help these highly skilled professionals develop their skills, and to mentor and coach junior staff. 
• Provide written and verbal advice when required 

Key Qualifications: 

• Experience in consulting or strategy roles  
• At least 5-10 years of highly relevant experience in the sustainability area.  
• Ambition to work in a fast paced, result-oriented, multi-cultural, multi-disciplinary environment  
• Proven track record managing time critical projects  
• Ability to extract insights and meaning from quantitative information. Demonstrated ability to communicate complex ideas clearly  
• Strong interpersonal skills and ability to build relationships with a range of different stakeholders  
• Passionate about the climate change agenda  
• Motivated by the prospect of building and leading a market leading ESG due diligence team 
• Experience in deals environment preferred but not mandatory
   

If this role seems of interest and having a social impact on different companies is motivating, then this role is for you. Please contact Anika Stokes or send your CV through anika@oaktreetalent.com or send your CV through the link below. 

#strategy #customerstrategy #melbourne #oaktreetalent #strategyjobs #jobs #melbournejobs

This Sydney-based ESG Executive Manager which is Exclusive to Oaktree will take home an annual income of $170k to $210K base + super.

If you would also like to checkout other jobs that we are currently sourcing for, you can check it here.