Transactions Services Assistant Manager

4 weeks ago

Birmingham, Birmingham, 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. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service by employing the best people. Our mission is to place the power of good advice into more hands, making it accessible to everyone, regardless of their financial journey.

Our core values drive our exceptional track record of growth and innovation: Personal, Partnership, and Performance. We offer a collaborative and joined-up approach, delivering first-class results.

Job Description

Assistant Manager - Transactions Services

As an Assistant Manager in our Transactions Services team, you will be responsible for:

  • Performing data analysis, producing charts and graphs, and interpreting data to provide insightful commentary to clients.
  • Providing input to key due diligence analyses, such as quality of earnings, working capital adjustments, and net debt items.
  • Reporting writing - producing sections of reports in PowerPoint regarding the financial affairs and prospects of a business.
  • Understanding and appreciating key commercial aspects of the client's business, its business model, scalability, and business risks.
  • Developing an understanding of the transaction services risk model and the regulatory framework.
  • Preparing and interpreting financial models in Microsoft Excel.
  • Assisting with work associated with the reporting accountant role in an AIM listing.

Client Contact

  • Having regular discussions with the client to confirm progress, identify solutions to any hurdles, and ensure reasonable expectations are met.
  • Establishing relationships with key contacts at the client and the target.
  • Presenting sections of our analysis or report to our client.

Organisational

  • Managing the process in terms of information flow and client/target interaction.
  • Providing regular progress reports to the manager.
  • Identifying and discussing with manager issues/problems and agreeing and completing appropriate actions.
  • Being able to work on several different assignments at one time.
  • Getting involved in discussions on billing, overruns, and WIP management.

Staff Development

  • Attending relevant technical and personal development courses.
  • 1-2-1 feedback post-assignment and throughout the year.
  • Technical reading.

Business Development

  • Engaging with business development initiatives, representing the team at events promoting our services.
  • Working on pitch documents.

Qualifications

To be successful in this role, you should:

  • Demonstrable audit experience gained within a professional services firm.
  • Keen interest in the transactions sector.
  • Strong communication skills, oral and written, both internally and directly with clients.
  • Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
  • Ideally some experience of diligence assignments, but not critical.
  • ACA/ACCA qualified or equivalent.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

  • 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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