Senior Debt Advisory Manager
6 days ago
Company Overview
">Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
">We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
">An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
">Job Description
">As part of our expanding Debt Advisory team, you will have significant client exposure, gain varied client 'pitch' experience alongside senior colleagues, build your own network of external lender and wider market contacts, work as part of small transaction teams on a variety of market-leading debt transactions that help clients finance some of their biggest strategic challenges including M&A led growth, refinancing, or restructuring debt.
">Main Responsibilities
">- ">
- Supporting team members with internal marketing and deal origination across the Firm involving meetings across our regional network;">
- Being part of small transaction teams on deals that will involve typically preparing options analysis, preparing information for submission to prospective lenders, analysing lenders' proposals, reporting to our clients, negotiating with lenders on behalf of our clients and managing a transaction from start through to completion;">
- Project planning and responsibility for moving elements of the transaction process forward in a timely manner including anticipating next steps and good communication across the team;">
- Building your relationships with our client's teams, Evelyn Partners personnel, and third parties;">
- Creating and reviewing financial models, and preparing associated reports for presentation to our clients;">
- Engaging with a market leading training and development programme supported by a Partner and Director led mentoring and coaching programmes">
Requirements
">To be successful in this role, you will require:
">- ">
- Knowledge of Companies Act and Financial Reporting Standards;">
- Financial Modelling - demonstrable experience in building and utilising a variety of financial models;">
- Analysis and interpretation of financial information;">
- Report writing and preparation of wider presentation materials;">
- Advanced use of MS Excel and Powerpoint;">
- Strong interpersonal skills with clients and colleagues;">
- Ability to build networks;">
Benefits
">We are proud to offer a competitive salary of £60,000-£80,000 per annum, along with a comprehensive benefits package including:
">- ">
- Private medical insurance;">
- Life assurance;">
- Pension contribution;">
- Hybrid working model (role dependant);">
- Generous holiday package;">
- Option to purchase additional holiday;">
- Shared parental leave;">
We value diversity and welcome applications from talented individuals who share our values of personal and performance excellence.
">Estimated salary range based on location: London (£60,000-£80,000), other UK locations (£55,000-£75,000).
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