Job Description
This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
The Role
As a Corporate Finance Associate, the individual will support our Partner businesses to structure and complete acquisitions using a range of debt and equity financing tools. The role will work closely with the Lending and Partner facing Consultancy teams in providing insight, guidance and analysis into each Partners financial position to support credit and equity investment decisioning.
This opportunity is ideal for an established individual who holds a professional accounting qualification (ACCA/CIMA or equivalent) and is looking for exposure within the UK financial services sector. The role is well suited to individuals looking to increase and refine their knowledge of the use of debt and equity instruments.
Who We are looking for:
A true standout colleague who enjoys delivering objectives by working together and finding creative solutions. Excellent communicator across all levels, with a passion for delivering excellent outcomes. You will be highly methodical, a strong negotiator who can operate with confidence.
Responsibilities:
* Working with the Partner Finance Consultancy team to support in Partner conversations around how lending and equity investments can be used to structure business acquisitions and growth;
* Leading discussions with the Partner Finance Consultancy team around whether transactions are affordable providing guidance and technical analysis on how cases can be structured to make fundable in addition to supporting in discussions with Partners.
* Providing Partners with financial analysis on their business Identifying opportunities for growth and benchmarking their business to other comparable Partner businesses.
* Undertaking due diligence on Partners succession plans and leading in the development and tracking of their plans.
* Preparing affordability assessments and cashflow forecasts to support Partner loan applications and SJP investments into Partner businesses;
* Analysing and preparing financial data (annual accounts, bank statements, income and expenditure) for presentation to senior management and key collaborators;
* Summarising the conclusion of financial models to support our underwriting and equity investment team in making credit, lending and investment decisions;
* Assessing financial and non-financial factors of Partner businesses to produce investment and lending proposals for senior management approval;
* Leading the development, Implementation and communication of a Partner financial benchmarking tool support Partners to understand their financial position and opportunities for growing EBITDA.
Essential Criteria
* Knowledge and experience of Debt Funding
* ACCA/CIMA Qualified
* Excellent Excel skills with proficiency across all Microsoft suites
* Experience of working within the finance industry, with interpretation of company accounts
* Ability to articulate complex financial transactions and terminology in a simple and concise language.
Desirable Criteria
* An interest in future learning and development and up skilling ones own knowledge
* Solid understanding of debt capital & Mergers & Acquisitions