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

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

This will be a broad role, encompassing deal origination, structuring and execution, research and analysis, valuation and modelling – spanning buy and sell side for UK and international businesses across all sectors.

Our client is a leading national audit, tax, advisory and risk firm with global reach and local expertise. They are an independent member of one of the top 10 accounting networks in the world, with access to more than 40,000 people in more than 150 countries and across more than 700 offices globally.

Following continued growth and success, they are looking to strengthen their Lead Advisory team in their Thames Valley office with the addition of an Assistant Manager or Manager

Role Overview

This will be a broad role, encompassing deal origination, structuring and execution, research and analysis, valuation and modelling – spanning buy and sell side for UK and international businesses across all sectors.

As Assistant Manager or Manager you will make a direct contribution within a Partner-led team, gaining exposure to a range of clients, transaction structures and business development activities in a supportive and growing environment.

Key Responsibilities

You will be an integral part of the team, delivering all aspects of advisory work. The role will enable you to:

  • Manage a wide range of transactions (including sale mandates, fund raising, MBOs, financial modelling and other advisory work including vendor preparation and buyside advisory services) from origination through to completion, acting as a key point of contact for the client;
  • Participate in driving the team’s business plan and exploring opportunities to build the pipeline;
  • Establish and grow a network of key contacts and participate in the team’s marketing initiatives.

Reporting directly to the Partner and with the support of the wider team, you will be expected to:

  • Project manage a transaction process throughout and ensure the day-to-day requirements of a deal process are fulfilled;
  • Identify key issues impacting transactions at an early stage and be able to plan for numerous outcomes and present solutions to the client;
  • Have a strong understanding of typical mid-market deal structures involving financial buyers or trade buyers and the common issues arising therein;
  • Have a strong understanding of the legal documentation associated with typical mid-market M&A transactions and be comfortable reviewing the same;
  • Possess exceptional interpersonal skills required for regular client and contact liaison, managing legal advisers and specialist advisers throughout a deal process;
  • Undertake detailed research on companies and associated sectors, analysing trends, opportunities, potential transactions and potential investors/buyers;
  • Possess strong writing skills in order to prepare Information Memoranda, Business Plans and similar funding packs/documentation and have a track record of preparing the same;
  • Be well-versed in Excel with strong financial modelling skills – able to model integrated operating financial models, funding models (including the appropriate equity/debt funding overlays) and financial models suitable for the appraisal of investment opportunities or buyouts;
  • Take responsibility for project risk issues and billing/cost recovery;
  • Actively participate in practice development activities and deal origination initiatives;
  • Participate and take an active role in completion meetings/presentations with clients and funders;
  • Regularly attend and participate in relevant networking events;
  • Each member of the Team is required to attend relevant Corporate Finance training held both externally and internally.

The role requirements

  • ACA/ACCA qualified (or equivalent), or relevant work experience with some corporate finance or transaction services experience being desirable.
  • Be commercially minded, displaying high levels of accuracy and diligence in their work.
  • Enthusiasm for working in a fast-paced and dynamic environment with an ability to grapple and understand business issues quickly.
  • Good knowledge of MS Office, in particular Word, Excel and PowerPoint to be utilised for excellent report-writing and presentation.
  • Good written and verbal communication skills.

Privacy Policy

CK Search Global carries out its business in strict accordance with our Privacy/GDPR policy which can be found at  https://www.cksearchglobal.com/data-privacy-policy/ and by applying for this role you agree to our privacy policy.

Categories: FAS & Valuations
Roles: Assistant manager Manager
Locations: Reading Thames Valley

Apply for this position

Allowed Type(s): .pdf, .doc, .docx