At a Glance
- Tasks: Join a dynamic team to analyse transactions and support investment activities.
- Company: Market-leading, PE backed business in Stockport with a modern culture.
- Benefits: Competitive salary, hybrid working, study support, and enhanced pension contributions.
- Other info: Flexible hours and opportunities for career development in a high-growth environment.
- Why this job: Be at the heart of investment decisions and make a real impact on business growth.
- Qualifications: Analytical experience, strong Excel skills, and a proactive mindset.
The predicted salary is between 36000 - 42500 £ per year.
SewellWallis 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
- Flexible start and finish times
- Enhanced pension contributions
- Study Support
- Life Assurance
- On-site parking
Transactions Analyst in Stockport employer: Sewell Wallis
SewellWallis is an exceptional employer, offering a dynamic work environment in Stockport that fosters collaboration and innovation within its high-performing investment team. With benefits such as hybrid working, study support, and enhanced pension contributions, employees are encouraged to grow professionally while enjoying a supportive culture that values initiative and problem-solving. This role not only provides exposure to the full transaction lifecycle but also positions you at the heart of strategic business initiatives, making it a truly rewarding opportunity.
StudySmarter Expert Advice🤫
We think this is how you could land Transactions Analyst in Stockport
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Transactions Analyst role.
✨Ace the Interview
Prepare for your interviews by researching the company and understanding their investment strategies. We recommend practising common interview questions and even doing mock interviews with friends. Show them you’re not just a fit for the role, but also a great cultural match for the team!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your analytical skills and experience with data. Bring examples of your work or projects that demonstrate your proficiency in Excel and any advanced data analysis techniques. We want to see how you can add value to their investment team!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you that Transactions Analyst position!
We think you need these skills to ace Transactions Analyst in Stockport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transactions 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 you'll be liaising with various teams, it's crucial to demonstrate your excellent written and verbal communication skills. Make sure your application reflects your ability to communicate clearly and confidently.
Apply Through Our Website:We encourage you to apply through our website for a smoother 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
✨Know Your Numbers
As a Transactions 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 data clearly.
✨Understand the Business Landscape
Familiarise yourself with the company’s investment activities and recent transactions. Being able to discuss their market position and how you can contribute to their growth will show that you're genuinely interested and well-prepared.
✨Communicate Effectively
Since this role involves liaising with various teams, practice articulating your thoughts clearly. Prepare to demonstrate your written and verbal communication skills by discussing past experiences where you successfully collaborated with different stakeholders.
✨Show Initiative and Problem-Solving Skills
The ideal candidate is proactive and solution-oriented. Think of examples where you've identified process improvements or tackled challenges head-on. This will highlight your ability to drive efficiency and align with the company's strategic objectives.
