Assistant Manager

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

We are seeking a talented individual to join our team. You will be working as part of a team in providing corporate finance advice including lead advisory, fund raising and strategic advice.

As an Assistant Manager, some of your responsibilities will include:

• Plan projects and move them forward in a timely manner including anticipating next steps and communicating plan to manager. This includes keeping lists of outstanding issues and owning the process of ensuring they are delivered
• Analysing and synthesing data for senior managers including financial and sector data
• Liaise and build relationships with Oaklins, with internal Evelyn Partners team members, and third parties such as private equity to begin to create a network
• Work with other team members to deliver assigned project work and exceed client expectations
• Create and review financial models, and prepare reports
• Prepare and support presentations given by CFD senior colleagues
• Liaise directly with clients and manage effectively the process of gathering data as required
• Prepare key documents (e.g. Information Memoranda, confidentiality letters, buyers research lists, sector analysis etc) and maintain ownership of successive drafts
• Take full ownership of all delegated or assigned tasks
• Keep team leader and team manager fully informed of progress and status of assigned work
• Anticipate problems and client needs and assist in developing responses within the team
• Ensure that own training and development needs are discussed with the Team Manager, and plans agreed to meet them

Qualifications

To be successful in this role, you should have:

• Knowledge of Companies Acts, Financial Reporting Standards and M&A Best Practice
• Sources of information for research including use of Capital IQ and Merger market
• Basic knowledge of the structure of a deal and associated commercial and technical issues
• Financial Modelling - clear understanding of financial models and their context and impact.
• Ability to apply financial principles to financial models.
• Analysis and interpretation of financial information
• Report writing - drafting reports for review.
• Advanced use of MS Excel and PowerPoint.
• Confident and enthusiastic in dealings with both clients and within the department.
• Willing to take responsibility for getting the job done within agreed deadlines.
• Ability to build own personal network

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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