Amberside Advisors - Financial Advisory Transaction Lead

Location: London / Hemel Hempstead, Hertfordshire. We support hybrid working, typically we expect our people to be either in the office, or with clients 60% of their working week.

Following Amberside Advisors’ recent partnership with Steer and to support our future growth plans, we are looking to strengthen our team with the appointment of an experienced Project / Corporate Finance professional.

We see that adding a transaction lead to our team will support our future growth and represents a huge opportunity for the candidate to leverage the skills within the business and reputation of Amberside Advisors in the marketplace.

This role will be crucial in securing new transaction mandates, leading teams in project delivery and helping to enhance the technical skills of junior members of the team.

The individual will play a critical role in winning and delivering Financial Advisory / transaction mandates ranging from greenfield financings to refinancings alongside Buyside & Sellside M&A on Infrastructure, Renewable Energy and Energy Transition assets.

This individual will be responsible for leading our day-to-day Financial Advisory support to clients on transactions.

The role will include initial client screening, drafting Teasers, Information Memorandums, performing Funding Competitions, co‑ordinating advisors and closing both Debt and Equity transactions.

Specific responsibilities include but are not limited to:

• Managing several complex client engagements or components independently
• Managing commercial aspects of an individual engagement to achieve desired levels of quality and profitability
• Executing projects and maintaining a review process to ensure projects are completed to a level that meets the high‑quality standards of Amberside Advisors
• Business development to grow new sectors, clients and markets
• Progressing to specialise and contribute to a practice area - developing and maintaining industry knowledge and demonstrating sound knowledge of economic, political and market trends
• Providing commercial/pertinent sector knowledge on projects specifics to junior staff and feeding back any perceived knowledge gaps to senior management to deal with.
• Ensuring relevant project team members are accurately charging time to proposal / engagement codes as part of assessing profitability of individual projects
• Passing on pertinent market/client knowledge to senior management and colleagues/teams to aid the development of knowledge.
• Ability to understand clients’ needs and translate that into a scope
• Deliver timely and quality outputs. Communicating risk and issue early to appropriate colleagues.
• Holding/attending reviews on completion of projects to identify lessons learned and enhance future quality of performance.
• Working on Continuing Professional Development (CPD) to maintain any relevant professional status/ accreditation.
• Meeting deadlines throughout the Amberside Advisors Performance Development Cycle for self, including seeking good quality feedback goal setting, providing input into engagement/ project reviews.
• Taking action to ensure employee wellbeing is being actively managed in the office.
• Exhibiting role model behaviour in line with Amberside Advisors values.
• Building constructive working relationships across the team and our colleagues within Steer
• Participate in team meetings to support with resource allocation.
• Takes ownership of complex projects.
• Being able to step back, see the bigger picture and ability to translate datasets and models into a value‑add analysis, including financial models where relevant to project
• Ensure projects are “closed down” with all potential marketing opportunities exploited.
• Ensures where applicable, that team meets client expectations, budget and profit requirements.
• Uses resources effectively and efficiently on project/task.
• Effectively manages director expectations of project outcomes.
• Developing the team through continuous mentoring.
• The role requires working to deadlines, prioritising workload supporting wider team members, while providing a high level of conscientious service at all times to be our clients’ trusted advisor.