!!DO NOT APPLY IF YOU DO NOT HAVE M&A INDUSTRY AND FINANCIAL MODELING EXPERIENCE!!
Job Description:
Business Development:
- Review, research, compile, send, and follow up on potential client and other opportunities.
- Support the production of monthly blogs for Director.
- Assist in identifying and qualifying clients and client opportunities.
- Compile pitch book for clients.
- Participate in prospect and client meetings with Director and gain clear understanding of client's motivation for acquisition or sale.
- Conduct various financial analysis and administration tasks as required to support the company's operations.
Execution:
- Assist and support senior staff to successfully achieve the best outcome for the company in the Buying, Selling, Strategic Investor, Takeover and IPO processes.
- Seek and interpret information from client.
- Professionally liaise with clients, stakeholders and with external advisors when required throughout the Transaction.
- Conduct financial modelling.
- Assist in the preparation of Information memorandum, prospectuses and takeover documents and responses.
- Assist in conducting and managing due diligence in all client transactions.
Administration:
- Accurately file all client data and correspondence.
- Respond to all client emails.
- Complete client timesheets.
- Complete personal timesheets.
- Enter all contacts and opportunities into CRM.
Training & IP Development:
- Actively participate and complete training.
- Identify external training and development opportunities.
- Idenitfy documents in transaction files to be utilised as examples in library, case studies and precedent documents.
Team, Career & Innovation:
- Strive for the company's vision, mission and values in everything you do.
- Provide quality client service.
- Uphold the standards of the company and lead by example.
- Contribute to team meetings.
- participate enthusiastically and purposefully at all review meetings.
- Take responsibility for personal and professional development.
- Raise and/or concerns with Managing Director.
- Positively promote the company's brand in the market.
- Promote a positive working relationship with the company's team.
Qualifications:
- Bachelor's Degree in Finance, Accounting, or a related field.
- Proven experience in corporate finance, including financial modelling, valuation, and financial analysis.
- Experience preparing client presentations, pitch books, and transaction-related documentation.
- Experience conducting market research, due diligence, and data analysis to support transactions.
- Proficiency in using CRM systems and Microsoft Office Suite.
- Strong ability to interpret financial statements and valuation data.
- Ability to manage multiple priorities and deadlines in a fast-paced, transaction-driven environment.
- Strong organizational and time-management skills with high attention to detail and accuracy.
- High level of professionalism, integrity, and discretion when handling confidential information.
- Proactive, self-motivated, and eager to learn, with a collaborative, team-oriented mindset.
- Excellent internal and external written and verbal communication skills.
