Senior Financial Analysis Specialist

4 weeks ago

London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited 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're seeking a talented and highly motivated individual to join our expanding Debt Advisory team. As part of this diverse 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.

Key Responsibilities
  1. Support team members with internal marketing and deal origination across the Firm involving meetings across our regional network;
  2. 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;
  3. 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;
  4. Building your relationships with our client's teams, Evelyn Partners personnel, and third parties;
  5. Creating and reviewing financial models, and preparing associated reports for presentation to our clients;
  6. Engaging with a market-leading training and development programme supported by a Partner and Director led mentoring and coaching programmes.
Requirements
  • 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;
  • Ability to build networks.

We offer a range of benefits including:

  • Private medical insurance;
  • Life assurance;
  • Pension contribution;
  • Generous holiday package;
  • Option to purchase additional holiday;
  • Shared parental leave.

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