Manager (Debt & Capital Advisory)

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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

What will you be doing?

We're seeking a talented and highly motivated individual to join our expanding Debt Advisory team that sits within our Financial Advisory team in London. As part of this diverse team you will have significant client exposure, gain varied client 'pitch' experience alongside senior colleagues, build your own network of external lender and wider market contacts, work as part of small transaction teams on a variety of market-leading debt transactions that help clients finance some of their biggest strategic challenges including M&A led growth, refinancing, or restructuring debt and where our involvement often supports U.K. economic growth creating jobs and wider positive impact across a range of industries and geographies. The team is purpose led with a strong focus on people development; respect, inclusion and diversity are at the heart of our values.

As Manager, some of your responsibilities will include:

• Attending client marketing meetings with colleagues and presenting our perspectives on debt market conditions and specific transaction opportunities;
• Supporting team members with internal marketing and deal origination across the Firm involving meetings across our regional network;
• Being part of small transaction teams on deals that will involve typically preparing options analysis, preparing information for submission to prospective lenders, analysing lenders' proposals, reporting to our clients, negotiating with lenders on behalf of our clients and managing a transaction from start through to completion;
• Project planning and responsibility for moving elements of the transaction process forward in a timely manner including anticipating next steps and good communication across the team;
• Analysing and synthesizing information for clients quickly in close cooperation with senior team members;
• Building your relationships with our client's teams, Evelyn Partners personnel, and third parties;
• Creating and reviewing financial models, and preparing associated reports for presentation to our clients;
• Liaising directly with clients and effectively managing elements of the transaction process;
• Prepare key documents (e.g. Information Memoranda, confidentiality letters, buyers research lists, sector analysis etc) and maintaining ownership of successive drafts; and
• Engaging with a market leading training and development programme supported by a Partner and Director led mentoring and coaching programmes

Key Skills and Experience

• Knowledge of Companies Act and Financial Reporting Standards
• Financial Modelling - demonstrable experience in building and utilising a variety of financial models
• Analysis and interpretation of financial information
• Report writing and preparation of wider presentation materials
• Advanced use of MS Excel and Powerpoint
• Strong interpersonal skills with clients and colleagues
• Ability to build networks

Qualifications

Competence Requirements
• Focus on high quality delivery and meeting agreed deadlines
• Organised and planned method of working
• Analytical Thinking - ability to adapt to and apply logical thinking to unusual situations.
• Customer focus - focuses on the needs of the client and works to manage client expectations.
• Teamwork - interacts with others in a sensitive and effective way. Able to show respect and work well with others. Ability to facilitate and work successfully towards a common goal.
• Communication - able to communicate effectively, both written and verbally, at all levels. Proficient use of English language and grammar. Listens before answering.
• Results orientation - delivers results against pre-determined targets in an appropriate manner. Thrives on getting results.
• Creativity/Innovation - creates new and imaginative approaches to work-related issues. Identifies fresh approaches and shows a willingness to question traditional assumptions.

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.