- Maintaining a commercial awareness of the market, including trends and conditions, as well as business environments
- Researching and analysing the industry, company and any relevant financial information to identify prospects
- Providing support on business development activities by preparing proposals to potential clients, which may include conducting research into comparable transactions, market valuation metrics and potential acquirers
- Developing client marketing materials, including business plans, IMs and presentations
- Undertaking detailed financial analysis, including balance sheet, cash flow, P&L, completion fund flows and normalised work capital, of client businesses
- Preparing financial models to include operating models such as cashflow, P&L and balance sheet and also returns models for private equity/growth capital structures
- Conducting valuation analyses and comparable quoted company analyses, comparable transactions, revenue, EBITDA multiples and DCF valuation techniques
- Providing compelling and concise information to distribute to potential buyers for client businesses
- Maintaining accurate Virtual Data Rooms and additional information in response to questions and answers from buyers or investors
- A chartered accountant and/or other CF/CFA qualification
- A relevant financial degree
- Substantial experience gained within a practice environment, ideally 'Big 4' or a leading firm
- Ideally, corporate finance exposure, particularly in areas of mergers and acquisitions and transactions, within a financial services/transaction services environment
- Experience within a professional advisory or assurance role is sought
- A problem solving and detail-orientated mindset, with excellent organisational and analytical skills
- Excellent computer skills including Microsoft Office, specifically with Excel modelling
- Fantastic communication skills, particularly in handling varying stakeholders