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My client in Marylebone is seeking an Associate Director to support senior team members in originating, structuring, negotiating and closing transactions. My client is a Financial Advisory firm specialising in corporate sales, fund raising and other ancillary services. The candidate will report directly to the Director and CEO.
Requirements:- ACA or ACCA qualified- Top 10 accountancy background preferable- over 5 years years deal advisory or Transaction Services experience preferable
Responsibilities:
-Pro actively seeking out client origination opportunities including attending networking events, company seminars, making approaches to suitable companies via letter, social media, email and on the telephone. Ensuring these leads are documented on the company CRM system and are followed up in the appropriate way and in a timely manner.
-Support new business development by attending potential client pitches, lead the preparation of the pitch document with the assistance of an Analyst/Senior Analyst and take a lead role in client pitches, where necessary.
-Lead multiple projects and transactions at any given time.
-With the assistance of an Analyst/Senior Analyst, lead all stages of the company specific programme including diagnostic check-lists, fact finder, purchaser and financial analysis, workshop, road-map, Fit4Sale clinics and ongoing reviews.
-With the assistance of, and where appropriate delegate to, an Analyst, leading all aspects of the sale/fund raising process including sending and receiving money laundering documentation, workshops, data room management, information memorandum preparation, purchaser research, contacting purchasers to generate interest and recording results on company CRM system, sending and receiving NDA’s, arranging, preparing fully for and attending purchaser/client meetings, due diligence, sale and purchase agreement, heads of terms and liaising with all parties throughout the process.
-Play a crucial role as the project manager on teams, driving the transaction timetable and ensuring quality on all client deliverables, as well as managing counter-parties and other advisors to ensure transaction milestones are met.
-Ensuring company CRM system is up to date at all times.
-Lead, develop and counsel
-The role is heavily focused on deal advisory work, though some transaction services (TS) experience is acceptable.
The role will be Monday & Friday hybrid working from home with Tuesday, Wednesday and Thursday in the office.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
