A Leading independently owned providers of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and non-profit organisations is looking for a Assistant Manager- Coroporate Finance to join them.
Corporate Finance is a regulated activity under the FCA. Transaction/client work relating to acquisitions, disposals, and other M&A transactions will include:
Plan projects and move them forward in a timely manner including anticipating next steps and communicating plan to manager. This includes keeping lists of outstanding issues and owning the process of ensuring they are delivered
Analysing and synthesing data including financial and sector data
Liaise and build relationships with Oaklins, with internal S&W team members, and third parties such as private equity to begin to create a network
Work with other team members to deliver assigned project work and exceed client expectations
Create and review financial models, and prepare reports
Prepare and support presentations (such as pitches for business, management presentations to purchasers and feedback to clients) given by senior colleagues and clients
Liaise directly with clients and effectively manage the process of gathering data as required
Prepare key documents (e.g. Information Memoranda, confidentiality letters, buyers research lists, sector analysis etc) and maintain ownership of successive drafts
Take full ownership of all delegated or assigned tasks
Keep team leader and team manager fully informed of progress and status of assigned work
Anticipate problems and client needs and assist in developing responses within the team
Ensure that own training and development needs are discussed with the Team Manager, and plans agreed to meet them.
Focus on high quality delivery and meeting agreed deadlines
Organised and planned method of working
Analytical Thinking - ability to adapt to and apply logical thinking to unusual situations.
Customer focus - focuses on the needs of the client and works to manage client expectations.
Teamwork - interacts with others in a sensitive and effective way. Able to show respect and work well with others. Ability to facilitate and work successfully towards a common goal.
Communication - able to communicate effectively, both written and verbally, at all levels. Proficient use of English language and grammar. Listens before answering.
Results orientation - delivers results against pre-determined targets in an appropriate manner. Thrives on getting results.
Creativity/Innovation - creates new and imaginative approaches to work-related issues. Identifies fresh approaches and shows a willingness to question traditional assumptions. Candidate Profile
Education and Qualifications:
Strong academic history.
Relevant professional qualification e.g. Corporate Finance Qualification or Chartered Accountant.
Experience and Skills:
Some corporate finance or deal environment experience gained within a professional or financial services firm.
Basic knowledge of the structure of a deal and associated commercial and technical issues
Demonstrable interest in OMBs and SMEs and the markets in which they operate.
Knowledge of Companies Acts, Financial Reporting Standards and M&A Best Practice
Sourcing information for research including the use of Capital IQ and Merger market
Financial Modelling - clear understanding of financial models and their context and impact.
Ability to apply financial principles to financial models.
Analysis and interpretation of financial information.
Report writing - drafting reports for review.
Advanced use of MS Excel and PowerPoint.
Confident and enthusiastic in dealings with clients, and within the department and the wider firm.
Willing to take responsibility for getting their allocated tasks completed to a high standard within deadlines.
Ability to build own personal network