Job Description

• Supporting vendors to plan and deliver a credible, discrete standalone entity to the Buyer with value preserved and business continuity in place from Day 1, including supporting the definition and implementation of transitional service agreements.
• Pre and post deal integration design, planning and implementation to integrate the target business into the Buyer’s organization whilst mitigating risk and enhancing value.
• Understanding the potential benefits and costs generated through a proposed transaction, and the associated plans, interdependencies, risks and issues for the delivery of base and stretch case targets.
• Helping respective partners ensure the key value considerations are identified and prioritized early and delivered through the associated business plan, leveraging each party’s specific contribution and capabilities and managing broader stakeholder relationships.
• Delivering high levels of client satisfaction throughout the engagement, covering all client interactions and updates, deliverables and outputs
• Challenging our people to be curious and innovative on all engagements and internal work, to ensure outcomes are commercially focused, value adding and effectively executed
• Production of the initial draft updates, outputs and deliverables to required timescale and ahead of Partner / Director review – responsibility on major deals may be focused on a discrete section or element of the report
• Project manage a work stream or number of work streams on a major deal or have overall responsibility for a medium scale engagement, covering deal strategy and synergy reviews; pre deal integration and separation and Day One Planning; to post deal integration and separation planning and implementation
• Supporting client pitches, proposals and internal/ external marketing initiatives
• Being seen as a role model, ensuring our core values are maintained, and coaching, mentoring and supporting our people to help them reach their full potential
• Ensure company engagement quality and risk management procedures are consistently applied on each engagement to protect the interests of our clients as well as company
• You will need to be willing to travel as we mainly work from client sites and have a global portfolio of clients.
• The length of a project can be anywhere from one week to one year, although a typical project will last a few weeks and we would aim to give you as diverse an experience as possible.

As an AD typically performs one of the leading roles on an engagement, the role on an engagement is seen as a leadership role modelling right behaviors to the team.

• An AD is expected to be challenging our people to be curious and innovative on all engagements and internal work and supportive for each other.
• At the same time ensuring that all outcomes are commercially focused, value adding and effectively executed.
• An AD is expected to develop and drive practice development for the Financial Services Integration & Separation team, alongside their client facing responsibilities
• Individuals are expected to actively contribute to developing pitches, proposals and external market initiatives which help us to win new work as well as look out and help to convert new opportunities on existing engagements.

Required Knowledge, Skills, and Abilities

• Experience working within the Financial Services Deals environment ideally within the Integration & Separation space.
• Project/programme management experience ideally from working on complex/large scale projects.
• An understanding of the market drivers, challenges and opportunities impacting our client’s strategies and priorities in Financial Services, enabling them to position solutions and ideas which take these into account
• Possess a genuine interest in building and commercializing relationships having the ability to interact with our clients on a consultative manner as a trusted advisor in Financial Services
• Demonstrate curiosity and innovation, striving for continuous improvement, exercising professional judgment and making a positive and lasting impact
• Commitment and ambition to develop personally and professionally to achieve their full potential, acting as a role model, coach and colleague to other team members
• Financial awareness
• Presentation (oral and written)
• Good client relationship skills
• Analysis and problem solving
• Report writing
• Strong interpersonal skills and the ability to demonstrate personal impact, flexibility, drive and commitment.
• A desire to broaden your current skillset and an embrace the opportunity to work at client sites with a relatively high level of autonomy.
• Individuals should be comfortable working in the high pressured yet often ambiguous and flexible conditions that characterize transactions
• Experience working within a Deals environment ideally within the Financial Services market Integration & Separation space and in a broader role with a solid understanding of operational interdependencies and implementation challenges.
• Ideal candidate would have previous experience in Financial Services industry
• Experience of leading teams and developing individuals
• Project/programme management experience ideally from working on complex/large scale projects.
• Demonstrate curiosity and innovation, striving for continuous improvement, exercising professional judgment and making a positive and lasting impact.
• Professional qualifications welcome.
• Possess a genuine interest in building and commercializing relationships having the ability to interact with our clients on a consultative manner as a trusted advisor.