At a Glance
- Tasks: Join a dynamic team to manage investment transactions and support acquisitions and disposals.
- Company: Market-leading, PE backed business in Stockport with a high-performing investment team.
- Benefits: Hybrid working, attractive bonus scheme, study support, and private healthcare.
- Other info: Proactive environment with opportunities for career growth and process improvement.
- Why this job: Gain exposure across the full transaction lifecycle and make a real impact.
- Qualifications: Analytical experience, strong Excel skills, and excellent communication abilities.
The predicted salary is between 40250 - 40250 £ per year.
Sewell Wallis is currently working with a market-leading, PE backed business, based in Stockport, as they look to recruit a Transactions Analyst to join their high performing investment team in a newly created role. The role offers a unique opportunity to sit at the centre of the business's investment activity, collaborating closely across the business, with teams such as Finance, Asset Management, Capital Markets and FP&A.
This is a brilliant opportunity to join a modern, high growth business in a broad, dynamic role. The successful candidate will gain exposure across the full transaction lifecycle and play a key role in both acquisitions and disposals, contributing to deal execution whilst leading on the integration of newly acquired assets across the UK. In addition, there is a significant involvement in investment analysis, performance reporting and strategic initiatives.
What will you be doing?
- Act as a key point of liaison across the business, ensuring seamless coordination on all transactions between Investment and internal teams (AM, Finance, Capital Markets, FP&A).
- Manage and oversee the handover of acquired assets to internal management teams and panel legal firms, ensuring operational readiness.
- Support engagement with external advisers throughout the transaction lifecycle, acting as a key point of contact for due diligence and execution.
- Support execution of acquisitions and disposals, including analysis of asset and corporate transactions.
- Partner closely with Group Finance to assess financial impacts and coordinate preparation of financial memos.
- Assist with communications and materials for Investment and Asset Management teams.
- Contribute to monthly internal reporting and quarterly shareholder presentations, tracking performance against KPIs.
- Support onboarding performance tracking, including analysis and preparation of presentations for senior stakeholders.
- Provide analytical support to senior leadership as required.
- Evaluate portfolio performance and support asset grading based on specification and risk profile.
- Maintain and enhance acquisitions/onboarding processes and documentation, driving efficiency and best practice.
- Identify and implement process improvements aligned to strategic business objectives.
- Work with the Development team to assess pipeline delivery and its operational and financial impact on the wider business.
What skills are we looking for?
- Experience in a relevant analytical role, with demonstrable capability across the skills outlined below.
- Strong proficiency across the Microsoft Office suite, particularly Excel, with the ability to analyse, interpret, and clearly present complex datasets.
- Experience or interest in more advanced data analysis techniques and AI applications would be advantageous.
- Part Qualified ACA/CIMA/ACCA (not essential).
- Excellent written, verbal, and presentation skills, with the ability to communicate clearly and confidently with a range of stakeholders.
- A proactive, self-starting individual who demonstrates initiative and problem-solving mindset.
What's on offer?
- Hybrid working - 2 days from home.
- Attractive bonus scheme.
- Flexible start and finish times.
- Enhanced pension contributions.
- Study Support.
- Private Healthcare.
- Life Assurance.
- On-site parking.
To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful.
Transactions Finance Analyst in Stockport employer: Sewell Wallis Ltd
Sewell Wallis is an exceptional employer, offering a dynamic and collaborative work environment in Stockport, where you can play a pivotal role in the investment activities of a high-growth, market-leading business. With benefits such as hybrid working, an attractive bonus scheme, and opportunities for professional development, employees are empowered to thrive while contributing to meaningful projects that shape the future of the company.
StudySmarter Expert Advice🤫
We think this is how you could land Transactions Finance Analyst in Stockport
✨Tip Number 1
Network like a pro! Reach out to people in the finance and investment sectors, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to transactions and finance. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you showcase your analytical skills and problem-solving mindset effectively.
✨Tip Number 3
Showcase your Excel skills! Since this role requires strong proficiency in Microsoft Office, particularly Excel, consider creating a portfolio of projects or analyses you've done. This will demonstrate your ability to handle complex datasets and impress potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Transactions Finance Analyst in Stockport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transactions Finance Analyst role. Highlight relevant experience and skills that match the job description, especially your analytical capabilities and proficiency in Excel.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your interest in investment analysis and how you can contribute to the team’s success.
Showcase Your Communication Skills:Since the role involves liaising with various teams, emphasise your excellent written and verbal communication skills. Provide examples of how you've effectively communicated complex information in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Sewell Wallis Ltd
✨Know Your Numbers
As a Transactions Finance Analyst, you'll be dealing with complex datasets. Brush up on your Excel skills and be ready to discuss how you've used data analysis in previous roles. Prepare examples that showcase your ability to interpret and present financial information clearly.
✨Understand the Transaction Lifecycle
Familiarise yourself with the full transaction lifecycle, from acquisitions to disposals. Be prepared to discuss how you would manage the handover of acquired assets and your approach to ensuring operational readiness. This shows you understand the role's core responsibilities.
✨Communicate Confidently
You'll need to liaise with various teams, so practice your communication skills. Think about how you can convey complex information simply and effectively. Prepare to share examples of how you've successfully communicated with stakeholders in the past.
✨Show Initiative and Problem-Solving Skills
The ideal candidate is proactive and demonstrates a problem-solving mindset. Think of instances where you've identified process improvements or tackled challenges head-on. Be ready to discuss these experiences to highlight your fit for the role.
