Corporate Finance Associate

The person in this role is responsible for producing key deliverables in a transaction process from client onboarding through to completion. They will conduct financial analysis and modelling, contribute to marketing and BD activities, and actively build their market and deal expertise.

1. Execute/support on sell side mandates

• Assess the client's business drivers, quality of earnings, quality of assets and
  key deal issues etc., providing mitigations and tailored approach to the sale
  process
• Support the delivery of the client engagement from start to finish (project
  timetable, deliverables e.g. LOEs, NDAs, IMs, Financial Models, Data Rooms, DD
  Q&A, client meetings, buyer meetings, project closing, etc.)
• Act as primary day to day contact for the client and the Collingwood team

2. Assist the team and CF function

• Help in implementing best practices across the sell side process
• Provide day to day support to the CF team on variety of client and non-client
  initiatives

3. Support with business development activities

• Support with target identification, engaging prospects and proposals
• Support marketing events, originating material and presenting to external
  audiences
• Contribute to building and maintaining client and buyer relationships
• Lead the analysis of prospect data, creating workbooks for CF team to use in
  pitches and proposals

4. Risk, compliance, and programme management

• Support with developing Corporate Finance risk and client take-on procedures
• Work with senior team to ensure all engagements are in line with Collingwood
  terms and conditions
• Ensure consistent delivery against timetables and outputs across sale
  processes

• Working knowledge of advisory across the sell-side transaction process . Not
  expected to have detailed knowledge but is intellectually curious to learn on
  the job
• Strong commercial acumen and the ability to apply this to real world situations,
  demonstrating an ability to analyse, assess and conclude
• Strong MS Excel and MS PowerPoint skills (e.g. proficient in using MS tools such
  as Charting, Pivot, What-if functions as a minimum) to carry out financial
  analysis and prepare client and target documentation (e.g. IM, teaser, pitch
  decks etc.)
• Attention to detail and have a relentless focus on producing highest quality
  outputs within tight timescales
• Strong project management skills, ability to manage multiple tasks and
  priorities simultaneously, with a view to stay ahead of the project plan,
• Chartered Accountant with 2 / 3 years complementary experience

• Self-starter and fast learner as well as being able to work effectively in a team
• Strong organisational and team management skills, including establishing client
  rapport and managing the client relationships effectively
• Ability to build effective working relationships with individuals, organisations
  and clients
• Capable of writing high quality, professionally presented outputs
• Confidence to communicate effectively with colleagues and clients

Reports to: Corporate Finance Managing Director