M&A Finance Analyst

About the Business

Quilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as of 30 September 2024). The business offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management, divided into two segments: Affluent and High Net Worth.

Affluent includes the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth encompasses the discretionary fund management business, Quilter Cheviot, and Quilter Cheviot Financial Planning.

At Quilter, we are continuously transforming and modernising our business to be more customer-centric. We encourage bold ideas, innovation, and evolution in our approach. Join us if you want to make a difference and grow with us!

About the Role

Level: 3

Department: Mergers & Acquisitions

Location: London

Contract: Permanent

We are seeking a Finance Analyst to join our growing M&A team in London. You will assist with financial analysis, preparing proposals, managing transaction pipelines, and supporting various M&A activities from initiation to completion.

Responsibilities include:

1. Support financial analysis and presentation of M&A acquisition opportunities.
2. Assist with financial analysis of investment portfolios.
3. Produce monthly reports for governance and other committees, develop presentation materials, and maintain organized records.
4. Manage and log M&A opportunities, including maintaining the M&A Pipeline CRM.
5. Prepare formal documentation for multiple acquisition stages, such as letters and presentations.
6. Attend meetings to document decisions and actions.
7. Perform additional responsibilities as needed, considering the business context.
8. Engage with internal and external stakeholders.

About You

The successful candidate

• Has strong organizational skills to manage and prioritize workload.
• Is adaptable to change.
• Possesses strong communication skills.
• Is a team player with a good work ethic.
• Can learn new systems and processes quickly.
• Has knowledge of Excel and PowerPoint.
• Has experience working within an M&A team and financial services.

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Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities for all based on skills, qualifications, and potential. We celebrate diverse contributions and foster a respectful environment where everyone can thrive.

Our Values

• Do the right thing: Act with integrity and go above and beyond for clients and communities.
• Always curious: Seek new ideas and knowledge to stay ahead of client needs.
• Embrace challenge: Aim high and transform potential into meaningful outcomes.
• Stronger together: Collaborate, support, and challenge each other to achieve more.

Core Benefits

• Holiday: 182 hours (26 days)
• Incentive Scheme: Participation available to incentivize performance.
• Pension Scheme: Non-contributory with options for personal contributions.
• Private Medical Insurance: Standard single cover, options for family coverage.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary after 26 weeks of absence.
• Healthcare Cash Plan: Available for Jersey employees.
• Flexible Benefits: Range of benefits available via salary deduction.

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