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For Companies At a Glance
- Tasks: Support the Head of Private Markets Advisory in executing and structuring transactions.
- Company: Join a leading family office managing over $170Bn in assets globally.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Make a real impact in wealth management while developing your skills in finance.
- Qualifications: 3-4 years in corporate finance or private equity; ACA qualified candidates welcome.
- Other info: Collaborative culture with a focus on client relationships and business development.
The predicted salary is between 43200 - 72000 £ per year.
Stonehage Fleming is one of the world’s leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people.
Overall Purpose
The primary function of the role is to support the Head of Private Markets Advisory with all aspects of the development, structuring and execution of Private Markets Advisory transactions. The role will also involve assisting in the promotion and development of the Stonehage Fleming Private Markets Advisory business and in supporting the strong culture of the firm.
Main Duties
- Assisting with the execution of corporate finance or direct investments advisory mandates in a range of sectors as directed by the Head of Private Markets Advisory and other members of the team, as appropriate.
- Undertaking, inter alia, detailed transaction research, company investment analysis, complex financial modelling, and company valuations.
- Drafting reports and presentations.
- Attending client meetings with more senior members of the team.
- Assisting with the monitoring of portfolio companies and ongoing reporting of portfolio company performance to investors.
Client Relationship Management
- Learning to develop client relationships.
Business Development
- Assisting with the origination of new corporate finance and direct investment opportunities.
Business Compliance
- Develop understanding of, and adherence to, the robust operating procedures of the business as written.
- Providing enhancements and changes to the procedures as and when identified.
- Strict adherence to regulatory and compliance protocols.
Conduct Staff
Under the SM&CR this role is classified as Conduct Staff.
Qualifications and Experience
- 3-4 years’ relevant corporate finance or private equity experience; or ACA qualified individual with relevant post-qualified experience.
- Corporate finance and/or direct investments transaction execution skills acquired through experience of executing corporate finance or private equity transactions and relevant training.
- An understanding of the private client wealth management business.
Competencies, Skills and Behaviours
- Excel skills to macro level.
- Self-motivated to achieve goals to improve own and company performance.
- Proactive, entrepreneurial, and commercially focused.
- Strong business writing capabilities, including in relation to investment marketing materials (Word and PowerPoint).
- Excellent interpersonal and communication skills to interact with senior level executives, business owners, family offices and entrepreneurs.
- Strong attention to detail.
- Excellent analytical and problem-solving skills.
- Ability to produce technical and detailed information ensuring recipients understand the information provided.
- Ability to work independently and as part of a small team.
- Willingness to take on responsibility and ownership of projects.
- Flexibility in working hours.
- Honesty and integrity.
No agencies please unless we have an existing relationship and have already requested your assistance with this role. Speculative CVs sent by agencies will not be considered.
Private Markets Advisory- Senior Associate employer: Stonehage Fleming Group
Contact Detail:
Stonehage Fleming Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Markets Advisory- Senior Associate
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at Stonehage Fleming. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience in corporate finance and private equity. Bring along examples of your work, like financial models or reports, to showcase your analytical skills and attention to detail.
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out directly to the hiring managers or team leads at Stonehage Fleming. Express your interest in the Private Markets Advisory role and ask if they’d be open to a conversation about your fit for the team.
✨Apply Through Our Website
Make sure to apply through the Stonehage Fleming website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of their team!
We think you need these skills to ace Private Markets Advisory- Senior Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Markets Advisory role. Highlight your relevant experience in corporate finance or private equity, and don’t forget to showcase those strong business writing skills we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your skills align with our needs. Keep it concise but impactful – we want to see your personality come through.
Showcase Your Analytical Skills: Since this role involves detailed transaction research and financial modelling, make sure to highlight any relevant projects or experiences that demonstrate your analytical prowess. We love seeing how you tackle complex problems!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we value highly!
How to prepare for a job interview at Stonehage Fleming Group
✨Know Your Numbers
Make sure you brush up on your financial modelling and valuation skills. Be prepared to discuss specific transactions you've worked on, including the numbers behind them. This will show that you have the technical expertise needed for the role.
✨Understand the Firm's Culture
Research Stonehage Fleming’s values and culture. Be ready to explain how your personal values align with theirs. This is crucial as they emphasise a strong culture within the firm, and demonstrating your fit can set you apart.
✨Client Relationship Focus
Prepare examples of how you've developed client relationships in the past. Think about times when you’ve successfully managed expectations or resolved issues. This will highlight your interpersonal skills, which are key for this role.
✨Be Proactive and Engaged
Show your enthusiasm for the role by asking insightful questions about their current projects and future plans. This demonstrates your proactive nature and genuine interest in contributing to their Private Markets Advisory business.