Transactions and Investment Lead Analyst
Transactions and Investment Lead Analyst

Transactions and Investment Lead Analyst

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our Transactions Team to manage investor relations and support strategic growth initiatives.
  • Company: Delta Capita is a global leader in managed services and consulting for financial institutions.
  • Benefits: Enjoy hybrid working, a supportive culture, and opportunities for professional growth.
  • Why this job: Be part of a dynamic team driving innovation in financial services with a focus on technology.
  • Qualifications: Experience in Private Equity, financial modelling, and strong analytical skills are essential.
  • Other info: This is a permanent full-time role based in London with flexible working arrangements.

The predicted salary is between 43200 - 72000 £ per year.

Delta Capita is seeking an experienced Transactions and Investment Lead Analyst to join the Transactions Team, supporting the Head of Transactions. This role is pivotal in managing investor relations and supporting the firm’s strategic growth initiatives.

Responsibilities:

  • Responsible for the maintenance of all core artefacts for Delta Capita Group investor relations, including:
  • Investor presentation material
  • Multi-year business plans, covering all aspects of organic and inorganic growth Delta Capita Group, with modelling of scenarios
  • Historic data
  • Detailed models or presentations where required on specific business lines, regions or shared services.
  • Ensure artefacts are presentation and/or dataroom ready at all times and reflective of the current position of the business and the equity story
  • PMO activities for investor relations, including meeting schedules, preparation of material and subsequent action trackers
  • Manage the response to any due-diligence requests from investors, including creating artefacts or conducting analysis where required to support the response
  • Support the Head of Transactions on acquisitions, including due-diligence on targets and preparing investment cases for the Investment Committee
  • Proficiency in building detailed financial models
  • Experience within Private Equity is essential
  • Skilled in quantitative and qualitative analysis, including interpreting numerical data and assessing business strategies.
  • Strong understanding of balance sheets, income statements, and cash flow statements.
  • Experience in due diligence, deal structuring, and transaction documentation.
  • Advanced skills in financial analysis using Excel and in presenting data effectively in PowerPoint.
  • High-level of attention to detail, including a strong ability to spot inconsistencies or errors in financial models and reports.
  • Ability to create clear, concise, and compelling investment memos and presentations.
  • How We Work:

    Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

    This is a permanent full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible, if your profile is selected, a member of our team will contact you within 4 weeks. For this role, a valid working permit for the UK is mandatory.

    Expectations regarding hybrid working:

    As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the client’s offices or our own offices depending on the client) aligns to what our client’s policies and expectations are and these vary. Most of our client’s now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita require.

    Who We Are:

    Delta Capita Group is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non differentiating services.

    Our 3 offerings are:

    • Managed Services
    • Consulting & Solutions
    • Technology

    To know more about Delta Capita and our culture click here: Working at DC - Delta Capita.

    Transactions and Investment Lead Analyst employer: Job Traffic

    Delta Capita is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the opportunity to engage in meaningful projects within the financial services sector. With a strong emphasis on professional growth, employees benefit from hybrid working arrangements and access to comprehensive training programmes, ensuring they are well-equipped to excel in their roles. Located in London, our team enjoys the vibrant city life while contributing to innovative solutions that redefine the financial landscape.
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    Contact Detail:

    Job Traffic Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Transactions and Investment Lead Analyst

    ✨Tip Number 1

    Familiarise yourself with Delta Capita's core offerings and recent projects. Understanding their managed services, consulting, and technology solutions will help you demonstrate your knowledge during interviews and show how you can contribute to their strategic growth.

    ✨Tip Number 2

    Network with professionals in the private equity sector and those who have experience in investor relations. Engaging with industry contacts can provide valuable insights and potentially lead to referrals that could strengthen your application.

    ✨Tip Number 3

    Prepare to discuss specific financial models you've built or worked on in the past. Be ready to explain your analytical process and how your attention to detail has positively impacted previous projects, as this is crucial for the role.

    ✨Tip Number 4

    Stay updated on current trends in financial services and investment strategies. Being knowledgeable about market conditions and recent developments will allow you to engage in meaningful discussions during interviews and showcase your expertise.

    We think you need these skills to ace Transactions and Investment Lead Analyst

    Financial Modelling
    Investor Relations Management
    Due Diligence Expertise
    Private Equity Knowledge
    Quantitative and Qualitative Analysis
    Financial Statement Analysis
    Transaction Documentation Skills
    Advanced Excel Proficiency
    PowerPoint Presentation Skills
    Attention to Detail
    Scenario Modelling
    Business Strategy Assessment
    Effective Communication Skills
    Project Management Office (PMO) Activities

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, investor relations, and private equity. Use specific examples that demonstrate your skills in building financial models and conducting due diligence.

    Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with Delta Capita's mission and values, and provide examples of how you've successfully managed investor relations or supported strategic growth initiatives.

    Showcase Your Analytical Skills: When detailing your experience, emphasise your proficiency in quantitative and qualitative analysis. Include specific instances where you interpreted numerical data or assessed business strategies, as these are crucial for the role.

    Prepare for Potential Questions: Anticipate questions related to financial modelling, due diligence processes, and your understanding of balance sheets and cash flow statements. Be ready to discuss your previous experiences and how they relate to the responsibilities outlined in the job description.

    How to prepare for a job interview at Job Traffic

    ✨Know Your Financial Models

    As a Transactions and Investment Lead Analyst, you'll need to demonstrate proficiency in building detailed financial models. Brush up on your Excel skills and be prepared to discuss specific examples of models you've created or worked with in the past.

    ✨Master the Art of Presentation

    You'll be responsible for creating investor presentation materials. Practice presenting complex data clearly and concisely, as well as tailoring your presentations to different audiences. Familiarise yourself with PowerPoint to ensure your visuals are impactful.

    ✨Understand Due Diligence Processes

    Since you'll be managing responses to due diligence requests, it's crucial to understand the entire process. Be ready to discuss your experience with due diligence, deal structuring, and how you approach preparing investment cases for committees.

    ✨Showcase Your Analytical Skills

    Highlight your ability to conduct both quantitative and qualitative analysis. Prepare to discuss how you've interpreted numerical data in previous roles and how that has influenced business strategies or decisions.

    Transactions and Investment Lead Analyst
    Job Traffic
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    • Transactions and Investment Lead Analyst

      Full-Time
      43200 - 72000 £ / year (est.)
    • J

      Job Traffic

      50-100
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