At a Glance
- Tasks: Lead transactions, manage projects, and support clients in achieving their financial goals.
- Company: Dynamic corporate finance firm with a focus on innovation and teamwork.
- Benefits: Competitive salary, professional development, and opportunities for networking.
- Other info: Join a supportive team that values integrity and quality in all client deliverables.
- Why this job: Make a real impact in the finance world while developing your skills and career.
- Qualifications: ACA/ACCA qualified with experience in corporate finance and transaction management.
The predicted salary is between 60000 - 80000 £ per year.
Responsibilities
- Working closely with a Partner or Director, lead the execution of transactions on a day-to-day basis, focusing on driving the transaction timetable through ownership of discrete areas of the deal.
- General project management, working alongside and assisting more senior members of the team and directing the work of more junior members.
- Accompany more senior team members to meetings with clients as required and leading discrete areas of work as required.
- Coordinate compliance with risk management procedures and application of the firm's policies in relation to engagement terms and transaction documentation.
- Preparing and reviewing business plans, information memoranda and financial forecasts - flagging issues for higher level review.
- Building a rapport with clients, understanding their business and support in designing project plans aimed at achieving their ambitions and expectations.
- Actively identify potential solutions to deal issues and raise with senior team members.
- Coordinating the research of potential buyers and involvement in approaching potential buyers and managing the exchange of information.
- Detailed understanding of the commercial deal structure and funds flows.
- Business Development: Assist senior team members with business development and marketing activities, attend networking events and develop a network of peers, lead on production of pitch documents, including summarising and presenting research on valuations, recent deals and potential buyers/targets.
- Take responsibility for agreed areas of origination and business development, including identifying potential clients and angles of approach.
- Team Management: Supervise, coach and develop junior members of staff within teams, on client premises and in the office; seek and action feedback from all levels; assist with general correspondence, administration (including billing) and ad hoc projects within the department.
- Risk & Quality: Act with integrity at all times and comply with all required internal and external risk management procedures; ensure quality on all client deliverables; awareness of and compliance with FCA Conduct rules; compliance with FRP Fit & Proper Persons test; ensure all appropriate take on and risk management processes, including AML, are followed on all client projects; seek out training on specific areas where you feel required to refresh knowledge.
Qualifications: ACA / ACCA qualified; good experience in a corporate finance environment, including experience leading parts of transactions from either a lead advisory or transaction services perspective; some experience of a range of transaction types, including corporate sales and private equity deal structuring.
Skills: Strong numerical, financial and modelling skills based on a well-developed understanding of financial statements; proven ability to produce high quality professional documents for clients and internal use; client facing experience; strong numerical, analytical and strategic thinking skills; excellent report writing and presentation skills; ability to identify problems and contribute to the development of solutions; comfortable discussing financially related commercial issues; ability to work on a range of projects simultaneously to demanding timetables.
