Transactions Services Associate

St. James’s Place; Cirencester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A prominent financial services firm is seeking an Associate to support their Corporate Investment team in Cirencester. The role involves assisting in financial due diligence, project management, and communication with stakeholders. Candidates should have post qualification experience in finance and the ability to work independently. This position offers a hybrid workplace and various benefits such as a competitive bonus and pension scheme.

Benefits

Discretionary annual bonus

Competitive parental leave

Private medical insurance

10% non-contributory pension

Qualifications

• Self-motivated individual with an inquisitive nature.
• Ability to work independently as a Subject Matter Expert.
• Experience in project management and financial diligence.

Responsibilities

• Support execution of investment activities in the Corporate Investment team.
• Manage financial due diligence on acquisitions.
• Produce accurate financial models and forecasts to present to stakeholders.
• Lead project management to deliver successful outcomes.

Skills

Post qualification experience in finance

Experience in due diligence or audits

Proficient with Visio

Proficient with PowerBI

Job description

At a glance:

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Associate

The role:

To support the Cirencester based Corporate Investment team at St. James’s Place in the execution of investment activities within the Group.

The Cirencester Corporate Investment team is responsible for ensuring transactions are effectively managed from the initial review through to completion and successful integration into Business as Usual. Ensuring they are delivered efficiently, within the Groups risk appetite and to budget.

In this role you will be required to work either independently as a Subject Matter Expert or on ad-hoc projects or in a supporting capacity on larger projects to ensure the end-to-end management, review, documentation, approval and implementation of acquisitions are delivered for all stakeholders.

Part-time working would be considered for this role.

What you'll be doing:

Mergers & Acquisitions

• Produce detailed project plans which addresses the key risks and assimilates information to key stakeholders. Responsibility for adapting the plan as the need arises or focus of project requires;
• Lead the overall project management to help deliver desired outcomes for stakeholders, in accordance with the agreed timetable and Group risk appetite. Liaising directly with subject matter experts as required and leveraging their support on a project-by-project basis to deliver the result.
• Ability to discuss, influence and shape issues with subject matter experts to arrive at a satisfactory conclusion which meets the needs of the business;
• Represent the division in wider project discussions to ensure the interests of the Strategic Investment team are taken Into account in planning acquisition activity;
• Produce complex and accurate financial models and forecasts to run different scenarios. Comfortable to present the results to stakeholders and adapt approach accordingly;
• Take ownership of the full financial due diligence on target recruits and acquisitions. Working with little guidance, ensure the remedy or mitigation plans are executed where adverse findings are identified to protect the interests of the group alongside subject matter experts;
• Produce board reports and memos and legal agreements (with the assistance of in-house legal council) to a high level ensuring factual and literacy accuracy, to tight deadlines. Able to comfortably present these to both Internal and external (e.g. Partners, Solicitors) where required;
• Keep appraised all internal and external stakeholders to ensure they are kept informed of progress and expected timetables. Lead all parties calls with Group Finance, Partner Finance and external solicitors & accountants where required;
• Support newly acquired company board with general integration activities, with a focus on financial and commercial activities, supporting business decisions with sound rationale and analysis, working in conjunction with the operational support team;
• Produce detailed annual budgets and forecasts to monitor the financial performance of acquired entities and contribute towards the company's strategy. Report key financial themes to the company board meetings and, where applicable, explore alternative capital realisation opportunities; and
• Contribute to the division by supporting corporate development activities, largely working independently with little guidance. Independently leading on ad-hoc due diligence projects as the division requires;

Who we're looking for:

A self-motivated self starter with an inquisitive nature, including:

• Post qualification experience following qualification in an accounting or similar professional qualification in a finance discipline;
• Experience of conducting due diligence or audits on corporates;
• Experience with Visio, PowerBI;

Special Requirements:

• Occasional work offsite and travel to other St. James’s Place locations – 5% to 10% of time.

What's in it for you?

We reward youfor the work you do, whether that’s through our discretionary annual bonus scheme that reflects bothpersonal and company performance, competitive annual leave allowance (28 daysplus bank holidays, with the option to purchase an additional 5 days), oronline rewards platform with a variety of discounts.
We also havebenefits to support whatever stage of life you are in, including:

• Competitive parental leave (26 weeks full pay)
• Private medical insurance (optional taxable benefit)
• 10% non-contributory pension (increasing with length of service)

Reasonable Adjustments
We're an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at [e-mail]
Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience please apply, regardless ofwhether you tick every box.

What's next?

If you're excitedabout this role and believe you have the skills and experience we're lookingfor, we'd love to hear from you! Please submit an application by clicking‘apply’ below and our team will be in touch.
As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.