Advisory Assistant Manager

1 week ago


Greater London, United Kingdom CFA Institute Full time

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You’ll join a collaborative and inclusive team where you’re supported to grow your skills, explore new opportunities, and contribute from day one. You’ll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow , belong and impact . Job Purpose We are looking for an individual to join its global Energy, Infrastructure & Environment team, with the role based in London. Forvis Mazars’ Energy, Infrastructure & Environment practice is trusted by the world’s leading investors and developers in the sector to deliver a broad range of services. Within this practice, the Infrastructure Finance business unit provides transaction lead advisory, financial modelling, valuations and training services to clients across EMEA and the Americas, from regional hubs in London, Paris, New York, Toronto, Johannesburg and Delhi. You will support Partners and Directors in further developing the Advisory service line within Mazars through the delivery of a high‑quality service across a range of clients within the energy & infrastructure sector – acquisitions, sales, fundraisings, bid advisory and debt raisings. Role & Responsibilities Delivery responsibilities Preparing transaction documentation – business plans, information memorandum and financial models. Researching and approaching potential buyers / sellers for clients. Taking the day to day lead role in running assignments, typically with a portfolio of assignments at any one time. Project managing aspects of larger transactions and project managing, in full, smaller ones. Building strong working relationships with the client, ensuring any problems or requests are dealt with promptly. Providing clear tactical advice on larger and more complex transactions, under the supervision of more senior team members. Maintaining control and stability under pressure whilst recognising the deadline or urgency to be dealt with. Ensuring that clients are billed according to the agreed billing plans under each engagement. Ensuring that projects are managed in accordance with Mazars’ quality and risk procedures. Ensuring budget is set and managed, with appropriate financial management on the jobs. Business development and wider marketing responsibilities Developing market intelligence and sector knowledge to prepare for new deal opportunities and pitches. Taking lead on proposal documents for new opportunities and help to convert these. Building strong rapport with both existing and target clients and key market constituents. Supporting the team in marketing activity as well as building own market profile. Building an internal network within Forvis Mazars (both in the UK and internationally), to maximise the value we bring to clients and opportunities for the firm as a whole. Working as part of an integrated deal advisory offering, working closely with colleagues across Transaction Services, Tax and other advisory teams. Promoting Forvis Mazars energy and infrastructure sector knowledge both within the broader teams at Forvis Mazars and to other relevant parts of the firm. Broader team responsibilities Acting as a mentor to junior team members: help individuals to achieve their potential through coaching, training and development. Reviewing the work of others and provide informal feedback throughout the fieldwork stage. Key Requirements The right person is likely to have a minimum of two years of experience doing valuations, modelling and/or deal advisory work in the energy and infrastructure sector Strong track record in the energy & infrastructure sector, gained through M&A or financing transactions Good understanding of the industry, key sector trends and the key players in the market Excellent written and oral presentation skills Demonstrable project management skills and ability to work toward demanding timetables Strong, proven financial modelling capabilities, including proven knowledge of market standard valuation techniques in the energy and infrastructure sector Track record of building enduring relationships with clients through repeat work Ability to interpret and present results, identify issues through sound analysis and application of commercial acumen in all situations Be a highly pro‑active, confident team player with a proven ability to build constructive professional relationships at all levels Ability to develop self and others, with proven track record of managing junior members of the team (for Manager level) Detailed understanding of engagement and risk processes used in an accountancy firm context, and experience of applying these Excellent MS Office skills Accounting and/or broader finance knowledge, including qualifications such as the ACA or CFA, would be desirable but not essential Fluency in English both written and verbal is mandatory and fluency in a second EU language is desirable Self‑motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people’s unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio‑economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters. #J-18808-Ljbffr



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