Associate Director – Deals, Corporate Finance

Job Description

Responsibilities

• Client and Project Management: build a strong relationship with key individuals in the client and lead the project on a day-to-day basis, identify and resolve or bring in partner support on key issues arising. Manage junior colleagues’ workstreams, ensuring project deadlines are met and high-quality outputs are delivered.
• Business Development: assist in qualifying potential targets, aligned with sector and sub-sector strategies. Develop a network of target businesses and in the local business community which can help create work winning opportunities in the future.
• Market Research: Conduct research into clients, prospects, private equity firms, and acquisition targets to identify new opportunities.
• Network Expansion: Expand internal and external networks, gaining exposure to buy-side mandates, management advisory roles, private equity, and target meetings.
• Transaction Documents: Lead the design, develop and review the preparation of key transaction documents, including information memorandums, exit strategy papers and financial models.
• Financial Analysis: Oversee financial analysis, ensuring accurate EBITDA assessments, valuations, and increasing involvement in complex areas of documentation critical to business positioning.
• Business Insights: Take ownership of detailed business insights that contribute to negotiations and legal processes, supporting effective transaction execution.
• Workstream Delegation: Delegate and oversee key transaction workstreams, including data room management, due diligence responses, buyer research, and pitch pack production.
• Update Meetings: Lead weekly update meetings, tracking progress and ensuring timely follow-up on critical project action items.
• Mentorship: Mentor and develop junior colleagues, providing technical guidance and supporting their professional growth, including delivering training sessions.
• Team Collaboration: Act as a bridge between junior and senior team members, facilitating smooth collaboration and knowledge transfer.
• Performance Feedback: Provide regular performance feedback and support line management responsibilities.
• Process Improvement: Contribute to the development of new methodologies, best practices, and process improvements to enhance the firm’s capabilities.

Requirements

• Chartered Accountant or similar qualification.
• Proven experience in corporate finance, with a strong track record in business development and transaction management.
• Desire to build networks and relationships with clients, targets and the business community.
• Excellent analytical skills, with the ability to conduct detailed financial analysis and valuations.
• Strong leadership and team management skills, with experience in mentoring and developing junior colleagues.
• Exceptional communication and interpersonal skills, with the ability to manage client relationships effectively.
• Ability to work in a fast-paced environment and manage multiple projects simultaneously.