At a Glance
- Tasks: Join a dynamic team to manage and analyse investment transactions.
- Company: Market-leading, PE backed business in Stockport with a modern culture.
- Benefits: Hybrid working, attractive bonuses, study support, and private healthcare.
- Other info: Great opportunity for career growth in a high-performing environment.
- Why this job: Be at the heart of investment activity and make a real impact.
- Qualifications: Analytical experience, strong Excel skills, and proactive problem-solving mindset.
The predicted salary is between 40000 - 50000 £ 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.
Transactions Finance Analyst in Barnsley employer: Sewell Wallis
Sewell Wallis is an exceptional employer, offering a dynamic and collaborative work environment in Stockport that fosters professional growth and innovation. As part of a high-performing investment team, employees benefit from hybrid working arrangements, an attractive bonus scheme, and comprehensive support for further education, all while playing a pivotal role in the company's strategic investment activities. The culture promotes teamwork and initiative, ensuring that every team member can contribute meaningfully to the business's success.
StudySmarter Expert Advice🤫
We think this is how you could land Transactions Finance Analyst in Barnsley
✨Tip Number 1
Network like a pro! Reach out to current employees at the company or in similar roles on LinkedIn. A friendly chat can give us insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching the company’s recent transactions and market position. We want to show that we’re not just interested in the role, but also in how we can contribute to their success.
✨Tip Number 3
Practice our answers to common interview questions, especially those related to finance and analytics. Let’s make sure we can confidently showcase our skills and experiences!
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email can keep us fresh in their minds and shows our enthusiasm for the role. Plus, it’s a great chance to reiterate why we’re the perfect fit.
We think you need these skills to ace Transactions Finance Analyst in Barnsley
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 excited about this opportunity and how your background makes you a perfect fit for the team. Don’t forget to mention your proactive approach and problem-solving mindset!
Showcase Your Communication Skills:Since the role involves liaising with various teams, make sure to demonstrate your excellent written and verbal communication skills in your application. Clear and confident communication is key, so let that shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re serious about joining our dynamic team!
How to prepare for a job interview at Sewell Wallis
✨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 Like a Pro
Strong communication skills are key for this role. Practice articulating your thoughts clearly and confidently, especially when discussing past experiences. Think about how you can convey complex ideas simply, as you'll need to liaise with various stakeholders across the business.
✨Show Initiative and Problem-Solving Skills
The ideal candidate is proactive and demonstrates a problem-solving mindset. Prepare to share specific examples where you've identified process improvements or tackled challenges head-on. This will highlight your fit for a dynamic, high-growth environment.
