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, competitive salary, study support, and enhanced pension contributions.
- Other info: Flexible hours and excellent career growth opportunities await you.
- 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 38000 - 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 Finance 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 for career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Transactions Finance Analyst in Stockport
✨Network Like a Pro
Get out there and connect with people in the finance and investment sectors. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for a chat. You never know who might have the inside scoop on job openings!
✨Ace the Interview
Prepare for your interviews by researching the company and its recent transactions. Be ready to discuss how your skills can contribute to their investment activities. Practice common interview questions and think of examples that showcase your analytical prowess and problem-solving mindset.
✨Showcase Your Skills
Create a portfolio or a presentation that highlights your analytical work, especially if you’ve used advanced data analysis techniques. This will not only demonstrate your capabilities but also give you a chance to stand out from other candidates during interviews.
✨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, it shows you’re genuinely interested in joining our dynamic team at SewellWallis.
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
✨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 Business Landscape
Familiarise yourself with the company’s investment activities and recent transactions. Research their market position and competitors. This will not only help you answer questions but also demonstrate your genuine interest in the role and the business.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle real-world scenarios. Think of situations where you had to manage multiple stakeholders or navigate complex transactions, and be ready to explain your thought process and outcomes.
✨Showcase Your Communication Skills
Since the role involves liaising with various teams, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've effectively communicated with different stakeholders in the past, especially during high-pressure situations.
