Corporate Finance Executive/Assistant Manager
Listed on 2026-07-09
-
Finance & Banking
Corporate Finance, Financial Analyst
- Full-time
- Workplace type:
On-site
- Job Title - Corporate Finance Executive/Assistant Manager
- Job Type - Permanent – Full Time – Onsite
Role overview
We are seeking a highly motivated and detail-oriented Executive/Assistant Manager to join our growing team. The successful candidate will play a key part in live deal execution, business development/origination activities and wider sector-specific research. This is a hands‑on role with direct exposure to clients, senior team members and live transactions from start to finish.
Key Responsibilities
- Support the deal team in preparation of go-to-market collateral, including but not limited to:
- Client Information Request List
- Deal Timetable
- Information Memorandum
- Financial Databook & Model
- Liaise with client as part of the preparation of the marketing materials
- Support deal team in reviewing potential buyers and go to market outreach
- Provide support during outreach and help manage resulting Q&A with potential buyer
- Review potential offers and prepare transaction modelling and offer summaries as requested
- Data room (VDR) oversight and management
- Organise calls and meetings
- Provide status updates to both buyside and sellside
- Support team in preparing Funds Flow and EV to Equity documents (Locked Box, Completion Accounts)
- Support in stakeholder coordination (legal teams, DD teams, client teams) as part of due diligence processes
- Act as a key point of call for client management teams in processes including information gathering and financial/data analysis
Pitch and Business Development Support
- Support with production of pitch documents, including collating research on valuations, recent deals and potential buyers/targets
- Assist senior team members with business development and other marketing activities
- Be expected to grow your own network of corporate finance, legal, and other professionals.
- Fully qualified accountant (ACA, ICAS, ACCA), with at least 3 years professional experience. A successful candidate must display a good understanding of M&A processes and concepts although post qualification and/or previous Corporate Finance or Transaction Services experience is not a mandatory requirement, although preferred.
- Strong proficiency in Microsoft Office products including Excel, Word and PowerPoint.
- Communication
- Planning and organisation
- Drive and determination
- Self‑development
- Client Care
- Business awareness
We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services — regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.
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