M&A Associate Director

RSMUK; Reading; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading company in the finance sector is seeking an Associate Director to enhance their Corporate Finance team in the Thames Valley and South Coast. The role involves executing transactions, managing client relationships, and coaching junior staff. The ideal candidate will have significant M&A experience and a Chartered Accountant qualification, bringing strong analytical and leadership skills to this pivotal position.

Qualifications

• 3-5 years PQE in M&A transactions.
• Experience in buy-side and sell-side finance.
• Strong understanding of financial statements.

Responsibilities

• Leading engagement processes from start to finish.
• Overseeing production of deal documentation (IMs, Teasers, etc.).
• Coaching team members and building client relationships.

Skills

Numerical skills

Financial modelling skills

Critical thinking

Relationship building

Education

Qualified Chartered Accountant

Job description

Overall Job Purpose

As part of the RSM Corporate Finance Faculty's growth objectives, we are looking for an Associate Director to join the team. We are looking to strengthen the Corporate Finance team and grow the execution and origination capabilities and as such this role will be key in achieving our ambitions. In particular, we are looking for an experienced Associate Director to join an ambitious and growing team across the Thames Valley and South Coast.

You will lead in the execution of transactions across the client portfolio, working with junior colleagues in preparing key documentation for disposals, acquisitions and fundraising including information memoranda and business plans. You will take the lead in business development activities including outreach initiatives, involvement in the preparation of pitch documents and other marketing materials, and meeting with existing / target clients.

Responsibilities

• Leading engagement processes from start to finish
• Leading deal teams and supporting with local team management
• Liaising with clients, target businesses and other professional advisors during execution of transactions
• Reviewing and analysing financial models
• Overseeing the production of deal documentation including IMs, Teasers, Buyer Research packs etc.
• Researching, preparing and supporting presentations / sales pitches for new business
• Relationship building with potential clients and intermediaries (private equity houses, banks and corporates)
• Coaching of others in the team
• Leading origination capabilities

Personal and Professional Qualities

• Qualified Chartered Accountant or equivalent qualification
• M&A experience in the order of 3-5 years PQE
• A track record of working on buy-side and sell-side, as well as finance raising
• Strong numerical, financial and modelling skills based on a well-developed understanding of financial statements
• Self-starter with energy to work long, flexible hours and to tight deadlines
• Displays high level of accuracy, diligence and integrity
• Commercially minded and a critical thinker
• Able to form relationships with wide range of people and strong team player
• Willing to travel as required

#LI-RP1

Diversity and Inclusion at RSM
At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.]]>