At a Glance
- Tasks: Join us as a Corporate Finance Associate, handling client transactions from start to finish.
- Company: Collingwood is a dynamic firm focused on delivering top-notch financial advisory services.
- Benefits: Enjoy flexible working options, professional development opportunities, and a vibrant team culture.
- Why this job: Gain hands-on experience in finance while building valuable relationships and enhancing your skills.
- Qualifications: Ideal candidates are self-starters with strong analytical skills and proficiency in MS Excel and PowerPoint.
- Other info: This role reports directly to the Corporate Finance Managing Director, offering mentorship and growth.
The predicted salary is between 36000 - 60000 £ per year.
The person in this role is responsible for producing key deliverables in a transaction process from client onboarding through to completion. They will conduct financial analysis and modelling, contribute to marketing and BD activities, and actively build their market and deal expertise.
1. Execute/support on sell side mandates
- Assess the client’s business drivers, quality of earnings, quality of assets and
key deal issues etc., providing mitigations and tailored approach to the sale
process - Support the delivery of the client engagement from start to finish (project
timetable, deliverables e.g. LOEs, NDAs, IMs, Financial Models, Data Rooms, DD
Q&A, client meetings, buyer meetings, project closing, etc.) - Act as primary day to day contact for the client and the Collingwood team
2. Assist the team and CF function
- Help in implementing best practices across the sell side process
- Provide day to day support to the CF team on variety of client and non-client
initiatives
3. Support with business development activities
- Support with target identification, engaging prospects and proposals
- Support marketing events, originating material and presenting to external
audiences - Contribute to building and maintaining client and buyer relationships
- Lead the analysis of prospect data, creating workbooks for CF team to use in
pitches and proposals
4. Risk, compliance, and programme management
- Support with developing Corporate Finance risk and client take-on procedures
- Work with senior team to ensure all engagements are in line with Collingwood
terms and conditions - Ensure consistent delivery against timetables and outputs across sale
processes
About you
- Working knowledge of advisory across the sell-side transaction process . Not
expected to have detailed knowledge but is intellectually curious to learn on
the job - Strong commercial acumen and the ability to apply this to real world situations,
demonstrating an ability to analyse, assess and conclude - Strong MS Excel and MS PowerPoint skills (e.g. proficient in using MS tools such
as Charting, Pivot, What-if functions as a minimum) to carry out financial
analysis and prepare client and target documentation (e.g. IM, teaser, pitch
decks etc.) - Attention to detail and have a relentless focus on producing highest quality
outputs within tight timescales - Strong project management skills, ability to manage multiple tasks and
priorities simultaneously, with a view to stay ahead of the project plan, - Chartered Accountant with 2 / 3 years complementary experience
Attributes
- Self-starter and fast learner as well as being able to work effectively in a team
- Strong organisational and team management skills, including establishing client
rapport and managing the client relationships effectively - Ability to build effective working relationships with individuals, organisations
and clients - Capable of writing high quality, professionally presented outputs
- Confidence to communicate effectively with colleagues and clients
Key Information
Reports to: Corporate Finance Managing Director
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Corporate Finance Associate employer: Collingwood Advisory Limited
Contact Detail:
Collingwood Advisory Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Corporate Finance Associate
✨Tip Number 1
Familiarise yourself with the sell-side transaction process. Understanding the key stages and deliverables will help you speak confidently about your knowledge during interviews and demonstrate your readiness to contribute from day one.
✨Tip Number 2
Network with professionals in corporate finance. Attend industry events or webinars to connect with people who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your financial modelling skills, especially in Excel. Being able to showcase your proficiency in creating financial models will set you apart and show that you're ready to tackle the analytical aspects of the job.
✨Tip Number 4
Prepare to discuss your project management experience. Be ready to share examples of how you've successfully managed multiple tasks and priorities, as this is crucial for the fast-paced environment you'll be working in.
We think you need these skills to ace Corporate Finance Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in corporate finance, particularly any work with sell-side transactions. Use specific examples that demonstrate your financial analysis and modelling skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of the transaction process and how your skills align with the responsibilities outlined in the job description.
Showcase Your Skills: Emphasise your proficiency in MS Excel and PowerPoint. Provide examples of how you've used these tools in previous roles to conduct financial analysis or create client documentation.
Highlight Teamwork and Communication: Since the role involves client interaction and teamwork, include examples of how you've successfully built relationships and communicated effectively in past positions. This will demonstrate your ability to manage client rapport.
How to prepare for a job interview at Collingwood Advisory Limited
✨Showcase Your Financial Acumen
Be prepared to discuss your understanding of financial analysis and modelling. Highlight any relevant experience you have with sell-side transactions, and be ready to explain how you've applied your commercial acumen in real-world situations.
✨Demonstrate Project Management Skills
Since the role requires managing multiple tasks and priorities, come equipped with examples of how you've successfully managed projects in the past. Discuss specific tools or methods you used to stay organised and meet deadlines.
✨Prepare for Client Interaction Scenarios
As you'll be the primary contact for clients, think about how you would establish rapport and manage relationships. Prepare to discuss past experiences where you effectively communicated with clients and resolved any issues.
✨Familiarise Yourself with MS Tools
Given the emphasis on MS Excel and PowerPoint skills, brush up on your proficiency with these tools. Be ready to discuss how you've used functions like Pivot Tables or Charting in your previous roles to create impactful presentations or analyses.