Corporate Finance Advisor

1 month ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive. Our mission is to provide award-winning services to our clients by employing the best people.

We are driven by our core values of Personal, Partnership, and Performance, which guide our approach to delivering exceptional results for our clients. Our team is dedicated to providing expert advice and guidance to help our clients achieve their goals.

Job Description

We are seeking a talented individual to join our Corporate Finance team as an Assistant Manager. In this role, you will be responsible for providing corporate finance advice, including lead advisory, fund raising, and strategic advice. You will work closely with our team to deliver assigned project work and exceed client expectations.

Key Responsibilities

  • Plan and execute projects in a timely manner, anticipating next steps and communicating plans to the manager.
  • Analyze and synthesize data for senior managers, including financial and sector data.
  • Liaise and build relationships with Oaklins, internal Evelyn Partners team members, and third parties such as private equity.
  • 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 given by CFD senior colleagues.
  • Liaise directly with clients and manage effectively the process of gathering data as required.
  • Prepare key documents (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.

Requirements

  • Knowledge of Companies Acts, Financial Reporting Standards, and M&A Best Practice.
  • Sources of information for research, including use of Capital IQ and Merger market.
  • Basic knowledge of the structure of a deal and associated commercial and technical issues.
  • 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 both clients and within the department.
  • Willing to take responsibility for getting the job done within agreed deadlines.
  • Ability to build own personal network.

Benefits

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role dependant).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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