Corporate Finance Associate

Collingwood Advisory Limited; City Of London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial advisory firm in London seeks an Analyst to support financial transactions from onboarding to completion. The role involves conducting financial analysis, engaging in business development activities, and ensuring compliance throughout project management. The ideal candidate is a Chartered Accountant with a strong background in advisory and excellent skills in MS Excel and PowerPoint.

Qualifications

• 2-3 years of complementary experience.
• Attention to detail and high-quality output focus.
• Self-starter capable of effective teamwork.

Responsibilities

• Execute sell side mandates and assess client's business drivers.
• Support marketing events and build client relationships.
• Manage project timelines and ensure compliance.

Skills

Advisory knowledge

Commercial acumen

MS Excel proficiency

MS PowerPoint proficiency

Project management skills

Organizational skills

Team management

Education

Chartered Accountant

Job description

Overview

The person in this role is responsible for producing key deliverables in a transaction process from client onboarding through to completion. They will conduct financial analysis and modelling, contribute to marketing and BD activities, and actively build their market and deal expertise.

Responsibilities

1. Execute/support on sell side mandates

• Assess the client's business drivers, quality of earnings, quality of assets and key deal issues, providing mitigations and tailored approach to the sale process
• Support the delivery of the client engagement from start to finish (project timetable, deliverables e.g. LOEs, NDAs, IMs, Financial Models, Data Rooms, DD Q&A, client meetings, buyer meetings, project closing, etc.)
• Act as primary day to day contact for the client and the Collingwood team

2. Assist the team and CF function

• Help in implementing best practices across the sell side process
• Provide day to day support to the CF team on a variety of client and non-client initiatives

3. Support with business development activities

• Support with target identification, engaging prospects and proposals
• Support marketing events, originating material and presenting to external audiences
• Contribute to building and maintaining client and buyer relationships
• Lead the analysis of prospect data, creating workbooks for CF team to use in pitches and proposals

4. Risk, compliance, and programme management

• Support with developing Corporate Finance risk and client take-on procedures
• Work with senior team to ensure all engagements are in line with Collingwood terms and conditions
• Ensure consistent delivery against timetables and outputs across sale processes

Qualifications

• Working knowledge of advisory across the sell-side transaction process. Not expected to have detailed knowledge but is intellectually curious to learn on the job
• Strong commercial acumen and the ability to apply this to real world situations, demonstrating an ability to analyse, assess and conclude
• Strong MS Excel and MS PowerPoint skills (e.g. proficient in using MS tools such as Charting, Pivot, What-if functions as a minimum) to carry out financial analysis and prepare client and target documentation (e.g. IM, teaser, pitch decks etc.)
• Attention to detail and have a relentless focus on producing highest quality outputs within tight timescales
• Strong project management skills, ability to manage multiple tasks and priorities simultaneously, with a view to stay ahead of the project plan
• Chartered Accountant with 2 / 3 years complementary experience

• Self-starter and fast learner as well as being able to work effectively in a team
• Strong organisational and team management skills, including establishing client rapport and managing the client relationships effectively
• Ability to build effective working relationships with individuals, organisations and clients
• Capable of writing high quality, professionally presented outputs
• Confidence to communicate effectively with colleagues and clients

Key Information

Reports to: Corporate Finance Managing Director