Corporate Finance Advisor

2 weeks ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About the Role

We are seeking a talented individual to join our Corporate Finance team at Evelyn Partners.

As an Assistant Manager, you will play a key role in providing corporate finance advice, including lead advisory, fundraising, and strategic advice.

Your responsibilities will include:

  • Planning and executing projects, ensuring timely delivery and effective communication with senior managers.
  • Analysing and synthesizing data for senior managers, including financial and sector data.
  • Liaising and building relationships with internal teams, Oaklins, and third parties to create a network.
  • Working with other team members to deliver project work and exceed client expectations.
  • Creating and reviewing financial models, preparing reports, and supporting presentations.
  • Liaising directly with clients, gathering data, and preparing key documents.
  • Taking ownership of delegated tasks, keeping team leaders informed, and anticipating client needs.

Requirements

To be successful in this role, you should have:

  • Knowledge of Companies Acts, Financial Reporting Standards, and M&A Best Practice.
  • Sources of information for research, including Capital IQ and Merger market.
  • Basic knowledge of the structure of a deal and associated commercial and technical issues.
  • Financial Modelling skills, including 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 skills, including drafting reports for review.
  • Advanced use of MS Excel and PowerPoint.
  • Confident and enthusiastic in dealings with clients and within the department.
  • Willingness to take responsibility for getting the job done within agreed deadlines.

About Us

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.

We provide an award-winning service for our clients by employing the best people and driving growth through our core values of Personal, Partnership, and Performance.

Our teams are passionate about delivering exceptional results for our clients, and we are committed to creating a workplace where all colleagues feel valued, respected, and empowered to achieve their full potential.

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 are delivering multiple diversity, equity, and inclusion initiatives across the organisation.

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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