Takes responsibility and ownership of client relationships at a higher level in the client's business, both in terms of scale of organisation and typically at Board level
Manages client assignments that are sizeable in both to scope and scale
Prepares and reviews Information Memorandums
Is highly financially literate, and can perform high level modelling tasks
Is competent in basic business valuation approaches and analysis
Interpret and analyses complex information, identifying business issues and applying technical knowledge appropriately
Manages, motivates and coaches team members by inducting effectively, giving regular feedback and completing timely performance reviews
Inputs to deal structuring considerations and any strategic input clients may require
Undertakes deal leader role on select assignments
Effectively manages various parties within the transaction, resolving any conflicts which may arise
Instils a risk management culture within the team as well as mitigating risk appropriately
Identifies and evaluates risk management issues; mitigating risk appropriately
Participates in external networking, from which to generate and convert leads
Plays a role in marketing events, originating material and presenting to external audiences
Manages situations in order to optimise financial returns for the client and the firm