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- Tasks: Lead financial advisory projects in infrastructure and renewable energy, managing client engagements and transactions.
- Company: Join a passionate employee-owned company at the forefront of the financial advisory industry.
- Benefits: Enjoy private medical insurance, 25 days annual leave, and a discretionary bonus scheme.
- Why this job: Make a real impact on energy and climate challenges while developing your skills in a supportive environment.
- Qualifications: A degree in business or related fields; experience in corporate finance or project finance is a plus.
- Other info: Flexible working options available; we encourage all candidates to apply, even if not a perfect match.
The predicted salary is between 43200 - 72000 £ per year.
The individual will play a critical role in winning and delivering Financial Advisory / transaction mandates ranging from greenfield financings to refinancings alongside Buyside & Sellside M&A on Infrastructure, Renewable Energy and Energy Transition assets. This individual will be responsible for leading our day-to-day Financial Advisory support to clients on transactions. The role will include initial client screening, drafting Teasers, Information Memorandums, performing Funding Competitions, co-ordinating advisors and closing both Debt and Equity transactions.
Specific responsibilities include but are not limited to:
- Managing several complex client engagements or components independently
- Managing commercial aspects of an individual engagement to achieve desired levels of quality and profitability
- Executing projects and maintaining a review process to ensure projects are completed to a level that meets the high-quality standards of Amberside Advisors
- Business development to grow new sectors, clients and markets
- Progressing to specialise and contribute to a practice area - developing and maintaining industry knowledge and demonstrating sound knowledge of economic, political and market trends
- Providing commercial/pertinent sector knowledge on projects specifics to junior staff and feeding back any perceived knowledge gaps to senior management to deal with
- Ensuring relevant project team members are accurately charging time to proposal / engagement codes as part of assessing profitability of individual projects
- Passing on pertinent market/client knowledge to senior management and colleagues/teams to aid the development of knowledge
- Ability to understand clients' needs and translate that into a scope
- Deliver timely and quality outputs
- Communicating risk and issue early to appropriate colleagues
- Holding/attending reviews on completion of projects to identify lessons learned and enhance future quality of performance
- Working on Continuing Professional Development (CPD) to maintain any relevant professional status/accreditation
- Meeting deadlines throughout the Amberside Advisors Performance Development Cycle for self, including seeking good quality feedback goal setting, providing input into engagement/project reviews
- Taking action to ensure employee wellbeing is being actively managed in the office
- Exhibiting role model behaviour in line with Amberside Advisors values
- Building constructive working relationships across the team and our colleagues within Steer
- Participate in team meetings to support with resource allocation
- Takes ownership of complex projects
- Being able to step back, see the bigger picture and ability to translate datasets and models into a value-add analysis, including financial models where relevant to project
- Ensure projects are "closed down" with all potential marketing opportunities exploited
- Ensures where applicable, that team meets client expectations, budget and profit requirements
- Uses resources effectively and efficiently on project/task
- Effectively manages director expectations of project outcomes
- Developing the team through continuous mentoring
- The role requires working to deadlines, prioritising workload supporting wider team members, while providing a high level of conscientious service at all times to be our clients' trusted advisor
Requirements
What we'd like from you:
- Ambitious and passionate about infrastructure and decarbonisation investment
- Belief that solving the world's energy and climate challenges is something to which we should all respond
- Knowledge of the Lender market and investor sphere in the UK
- Exceptional commercial acumen
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
- Practiced at communicating complex information in a clear and concise manner
- Exceptional attention to detail and an ability to translate this to/from an Excel model
- Strong analytical and problem-solving abilities, with attention to detail and accuracy
- Ability to work and communicate as part of a team, and in an effective manner
- Skilled at coping well when under pressure from competing priorities and interruptions
- Driving curiosity to solve client problems and respond to a challenge
- Able to apply research skills to solve new issues and make improvements
What You May Also Have To Offer:
- Degree in business administration or relevant field such as economics, law, finance, sciences, engineering. MBA/MSc/MA desirable
- Experienced in corporate finance, project finance, or a related role in the Infrastructure, Renewables or Energy Transition sectors
- Experience of Leading Financial Advisory transactions, drafting Teasers, Information Memorandums, performing Funding Competitions, co-ordinating advisors and closing transactions
- In-depth knowledge of financial principles, investment analysis, and risk management
- Working in a commercial/investment or advisory/consulting role in infrastructure services for major projects, in a financial/commercial focused environment
- Experience in delivery of large-scale infrastructure projects, preferably the low carbon energy sector, including the commercial development and financing of assets
- Experience of project management, business case development, report writing, due diligence, risk and opportunity analysis
- Client-facing experience in providing technical knowledge and expertise to maximise the value of the project for stakeholders
- Expert user of Microsoft Office products, including Word, Excel, Teams, Outlook & PowerPoint
Benefits
Why join us:
We believe in empowering our people and giving them the opportunities to shine. As an employee-owned company means that our team are dedicated and passionate about what they do, and that's the reason why we are at the forefront of our industry.
Steer/Amberside is an equal opportunity employer and welcomes all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation, now or throughout your employment, please let us know.
We offer a competitive benefits package including:
- Private medical insurance and health screening
- Life assurance and group income protection
- Company pension scheme
- EAP and mental health first aiders
- 25 days annual leave and ability to buy and sell annual leave days
- Season Ticket Loan/ Cycle to Work
- Group Share Incentive Plan
- Up to 5 days for volunteering activities
- Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance)
Compensation
Steer/Amberside is committed to ensuring that all its employees are compensated a fair, liveable wage. All initial compensation, regardless of location, may be subject to change as skills, abilities, internal equity and geographic location are taken into account.
In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Please review the benefits section for more information on total reward.
Steer/Amberside reserves the right to ultimately pay more or less than the posted range and offer additional compensation.
Work Environment
All Steer/Amberside employees seeking a full-time opportunity are encouraged to spend 40% of their time either in office or on-site with clients. An employee's typical work week consists of 40 hours (Hours, expectations, and exemption status will be adjusted for any applicant seeking a part-time opportunity.)
We understand that some may be dissuaded to apply based off their compatibility with the job description. That being said, we understand that not everyone is a perfect match on paper and encourage anyone to apply regardless of how much their work experience directly relates to the job description. Part-time and flexible working applications will be considered.
Ready to apply? Just complete our brief online application form and attach your CV and covering letter.
Financial Advisory Transaction Lead employer: Steer
Contact Detail:
Steer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisory Transaction Lead
✨Tip Number 1
Network with professionals in the infrastructure and renewable energy sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Stay updated on current trends in financial advisory and energy transition markets. Subscribe to relevant newsletters, follow industry leaders on social media, and engage in discussions to demonstrate your knowledge during interviews.
✨Tip Number 3
Prepare to discuss specific projects you've worked on that relate to financial advisory transactions. Be ready to explain your role, the challenges faced, and how you contributed to successful outcomes, showcasing your problem-solving skills.
✨Tip Number 4
Familiarise yourself with the tools and software commonly used in financial advisory roles, such as Excel for financial modelling. Being proficient in these tools will not only boost your confidence but also impress potential employers during the interview process.
We think you need these skills to ace Financial Advisory Transaction Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advisory, project finance, and infrastructure sectors. Use specific examples that demonstrate your ability to manage complex client engagements and deliver high-quality outputs.
Craft a Compelling Cover Letter: In your cover letter, express your passion for infrastructure and decarbonisation investment. Clearly articulate how your skills and experiences align with the responsibilities of the Financial Advisory Transaction Lead role, particularly in managing transactions and client relationships.
Showcase Your Analytical Skills: Provide examples in your application that showcase your strong analytical and problem-solving abilities. Mention any experience you have with financial models or data analysis, as this is crucial for the role.
Highlight Communication Skills: Since the role requires conveying complex financial concepts to non-financial stakeholders, emphasise your communication and presentation skills. Include instances where you've successfully communicated intricate information clearly and concisely.
How to prepare for a job interview at Steer
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of the responsibilities outlined in the job description. Familiarise yourself with terms like 'Teasers', 'Information Memorandums', and 'Funding Competitions' to demonstrate your knowledge and readiness for the role.
✨Showcase Your Analytical Skills
Be prepared to discuss your analytical abilities and problem-solving skills. You might be asked to explain how you've used these skills in past roles, especially in financial contexts. Bring examples that highlight your attention to detail and accuracy.
✨Communicate Clearly and Confidently
Since the role involves conveying complex financial concepts to non-financial stakeholders, practice explaining intricate ideas in simple terms. This will showcase your communication skills and ability to connect with diverse audiences.
✨Demonstrate Team Collaboration
The job requires working closely with various teams and clients. Be ready to share experiences where you've successfully collaborated on projects, managed expectations, and contributed to team success. Highlight your ability to build constructive relationships.
