Project manage a transaction process throughout and ensure the day-to-day requirements of a deal process are fulfilled and identify key issues impacting transactions at an early stage and present solutions to the client
Exercise a strong understanding of typical mid-market deal structures involving financial buyers or trade buyers and the common issues arising therein
Have a strong understanding of the legal documentation associated with typical mid-market transactions and be comfortable reviewing the same
Possess exceptional interpersonal skills required for regular client and contact liaison, managing legal advisers and specialist advisers throughout a deal process
Undertake detailed research on companies and associated sectors, analyzing trends, opportunities, potential transactions and potential investors/buyers
Possess strong writing skills in order to prepare Information Memoranda, Business Plans and similar funding packs/documentation and have a track record of preparing the same
Be well-versed in Excel with strong financial modelling skills - able to model integrated operating financial models, funding models (including the appropriate equity/debt funding overlays) and financial models suitable for the appraisal of investment opportunities or buyouts
Take responsibility for project risk issues and billing/cost recovery
Actively participate in practice development activities and deal origination initiatives
Participate and take an active role in completion meetings/presentations with clients and funders
Regularly attend and participate in relevant networking events
Each member of the team is required to attend relevant Finance training held both externally and internally
Required Knowledge, Skills, and Abilities
ACA/ACCA qualified (or equivalent) - non-qualified applicants with exceptional relevant experience may be considered
Relevant work experience with some finance or transaction services experience being desirable
Be commercially minded, displaying high levels of accuracy and diligence
Enthusiasm for working in a fast-paced and dynamic environment with an ability to grapple and understand business issues quickly
Good IT skills with sound knowledge of MS Office, in particular Word, Excel and PowerPoint