Lead Advisory Manager or Assistant Manager depending on experience – Thames Valley

TN United Kingdom; Reading; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Lead Advisory Manager or Assistant Manager to join their Thames Valley team. In this dynamic role, you will manage a variety of transactions and engage directly with clients, providing valuable insights and solutions throughout the deal process. You’ll have the opportunity to work in a supportive environment, contributing to business development and enhancing your skills in corporate finance. This position offers a fantastic chance to grow within a leading firm known for its global reach and commitment to excellence in advisory services.

Qualifications

• ACA/ACCA qualified or equivalent, or relevant experience in corporate finance.
• Strong analytical skills and attention to detail.

Responsibilities

• Manage transactions from origination to completion as a key client contact.
• Conduct research and prepare documentation for M&A transactions.

Skills

Corporate Finance

Financial Modelling

Research and Analysis

Client Management

Communication Skills

Education

ACA/ACCA Qualified

Relevant Experience in Corporate Finance

Tools

MS Excel

MS Word

MS PowerPoint

Job description

Lead Advisory Manager or Assistant Manager depending on experience – Thames Valley, Reading

Client: CK Search Global

Location: Reading, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 25d4851297a4

Job Views: 4

Posted: 02.05.2025

Expiry Date: 16.06.2025

Job Description

This is a broad role involving deal origination, structuring and execution, research, analysis, valuation, and modelling for UK and international businesses across sectors.

Our client is a leading national audit, tax, advisory, and risk firm with global reach. They are an independent member of one of the top 10 accounting networks worldwide, with access to over 40,000 professionals across numerous countries and offices.

They are looking to strengthen their Lead Advisory team in Thames Valley with an Assistant Manager or Manager.

Role Overview

As an Assistant Manager or Manager, you will contribute directly within a Partner-led team, gaining exposure to various clients, transaction structures, and business development activities in a supportive environment.

Key Responsibilities

• Manage a wide range of transactions from origination to completion, acting as a key client contact.
• Drive the team’s business plan and explore pipeline opportunities.
• Build and maintain a network of key contacts and participate in marketing initiatives.

Reporting to the Partner and supported by the team, you will:

• Project manage transaction processes and ensure deal requirements are met.
• Identify issues early and plan for various outcomes, presenting solutions to clients.
• Understand typical mid-market deal structures and legal documentation involved in M&A transactions.
• Engage with legal and specialist advisers throughout deals.
• Conduct detailed research on companies and sectors, analyzing trends and opportunities.
• Prepare Information Memoranda, Business Plans, and funding documentation, demonstrating strong writing skills.
• Utilize Excel for financial modelling, including operating models, funding models, and investment appraisals.
• Manage project risks, billing, and costs.
• Participate in practice development and deal origination activities.
• Attend and contribute to client meetings, presentations, and networking events.
• Complete relevant Corporate Finance training internally and externally.

The Role Requirements

• ACA/ACCA qualified or equivalent, or relevant experience in corporate finance or transaction services.
• Commercially minded with high accuracy and diligence.
• Ability to work in a fast-paced, dynamic environment and quickly understand business issues.
• Proficient in MS Word, Excel, and PowerPoint for report writing and presentations.
• Strong written and verbal communication skills.