Transaction Advisory Services Executive

Grant Thornton
11 Jan 2018
16 Feb 2018
Contract Type
Full Time

Our clients are dynamic and ambitious and to support their growth strategies increasingly require a comprehensive service offering throughout the entire cycle of any transactions they undertake.

Our approach is integrated, combining strategic thinking with practical delivery of operational solutions. You'll work with our clients throughout the transaction process to assist with their strategy, identify risks, execute the deal and help unlock the potential for growth and value creation in their organisation.

Job Description:

We're looking for an experienced individual that is capable of assisting with transactions and handling smaller transactions.

You'll have some experience within transactions either through a training programme in a similar role/ team, or through a project/ secondment whilst working in a different service line in a professional services organisation.

The successful candidate will undertake the following duties:

Business development
• Undertakes level to level marketing from own personal contacts.
• Supports the preparation of sales documentation, including research.
• Shows awareness and understanding of other service lines within the firm.
• Networks internally and develops personal contacts.
Commercial understanding
• Seeks input from managers to develop commercial awareness.

Client relationships
• Projects a professional image and builds good rapport with the client, with a clear understanding of client expectations.
• Addresses simple questions confidently.
Client take on/risk management
• Seeks input from peers and managers as to firm procedures.
• Seeks input as to the firm's potential liability on assignments.
• Sets up Corporate Finance works document and undertakes anti money laundering checks on time and accuracy for clients.
Report writing
• Takes responsibility for assigned areas in report ensuring accuracy for all figures in the report.
• Communicates clearly and concisely both verbally and in writing.
Assignment management
• Meets deadlines set for an assignment by managers.
• Maintains assignment files with direction from TAS manual.
• Identifies activities to be undertaken and priorities accordingly.
• Technical competence.
• Seeks advice on areas of technical research and then undertakes research using the firm portals and databases.
• Possesses good IT skills and is able to use these to produce spreadsheets.
• Acknowledges the limitations of own technical expertise and experience and refers to other if necessary.
• Undertakes other duties to meet the demands of the business.

Team contribution/management
• Works effectively and enthusiastically with all members of the team.
Training/self development
• Prepares own performance review and seeks feedback after each assignment.
• Attends workshops, keeping technical knowledge up-to-date and developing competencies through in-house training opportunities.
Credibility as a representative in TAS
• Creates a good first impression, projecting a professional image.

Operations and results
• Takes responsibility for assigned areas, including having own work reviewed and works to time and budget.
• Assists in the full recovery of billable time through accurate and timely submission of timesheets.
• Contributes to ensuring maximum utilisation of team members through proactively seeking involvement in upcoming assignments and advertising own availability.
• Adheres to the Firm's risk management policies.

Grant Thornton Birmingham comprises approximately 25 Partners and Directors and 350 staff. Over recent years the quality of our client base has improved such that we are providing more services to a wider variety of growing and dynamic organisations.

We have a fantastic team culture within the office and everyone is actively encouraged to provide their views and ideas to ensure the continued success of the office, We expect every member of staff to be able to interact well with clients, as building deep relationships creates a real bond between us and our clients, such that we are truly seen as a trusted adviser. In return, we offer a competitive salary and benefits package, and Birmingham office staff also can have free membership to the on-site state-of-the-art gym, as well as taking advantage of the treatment rooms, concierge service, and social clubs.

As we implement our Vision 2020 strategy, Birmingham will be a key contributor towards achieving the firm's ambitions given the introduction of numerous external initiatives to help the region become an Engine for Growth