Lead Advisory - Executive
An Executive assists with M&A and fundraising transactions and deal origination with a specific focus on the Financial Services and Automotive sectors. Your role includes interfacing with clients and other professionals in the preparation of information memoranda, funding documents and supporting financial information and in the overall management of transactions An Executive should know when to seek advice from more senior members of the team and other specialists as appropriate (e.g. tax, regulatory etc.)
~~Come and think independently with an organisation that’s doing the same. We’re determined to help shape a Vibrant Economy in the UK and beyond. It’s why we empower our people to bring new ideas to the table and take the lead in driving them forward. It’s invigorating. It’s inspiring. It’s creating opportunities every day for our clients, our business, and everyone here. So bring your passion, ambitions and ideas, and together, let’s make change happen.
Helping clients of all shapes and sizes, in financial services advisory we support businesses who make a major contribution to the growth of the economy in the UK and beyond. You’ll provide financial services organisations of many different sizes with the advice and solutions they need to unlock sustainable growth or navigate complex risks and challenges. You’ll help them achieve their business goals, enable them to grow sustainably and in turn help to shape a vibrant economy.
What you’ll be doing:
Prepares pitch documents and presentations to potential clients and providers of finance Attends networking events with peers in other intermediary, banking and Private Equity firms Assists in the preparation of marketing materials
Grows sector knowledge and contacts through “on the job” experience
Preparation of information memoranda / funding documents
Identifies key selling points and content for inclusion in transaction documents
Prepares documents to a competent level and ready for Manager review
Review and analysis of financial information
Carries out analytical review on financial information for inclusion in transaction documents, pitches and marketing materials
Assists in the indicative valuation of client and target companies
Preparation of pitch documents
Assists team members with researching relevant information for pitches and prepares pitch documents for Manager review.
Utilises the team, in-house research capabilities and other service lines in order to conduct company, market and sector research to support production of pitch documents
Contribution to client meetings
Regularly attends meetings; when appropriate, answering client queries.
Takes minutes and proactively encourages the Partner / Manager to follow up on agreed actions Research
Understands the client market place, identifying specialists within Grant Thornton and related work undertaken, to identify potential buyers or targets
Builds good rapport with clients, with a clear understanding of their expectations
Works effectively with all members of the team
Actively seeks opportunities to attend training courses, keeping technical knowledge up to date and developing managerial competencies through in-house training opportunities
Ensures compliance with internal procedures including the completion of client take-on
Keeps Partners and Managers informed of progress on each job
Meets deadlines set by Partners and Managers
Who we're looking for:
Passionate about supporting, advising and helping businesses achieve their potential, you’ll be someone who wants to make a difference and shape your career and a Vibrant Economy. You’ll have strong technical skills and experience of providing clients with quality services.
You should be commercially focused with the ability to deliver innovative solutions. You should be focused on self-development as well as having the desire to coach, mentor and develop your colleagues. You must also share our CLEARR values – Collaboration, Leadership, Excellence, Agility, Respect and Responsibility.
We’re looking for people who have a strong connection with and share our core beliefs:
•Profit with a purpose that leads to a sustainable business
•We create sustainable value for our clients
•We are better together
•Our CLEARR values underpin all we do
We never compromise on quality
Your personal development plan will help you grow your skills. And you’ll be able to progress your career within your team or by moving across our business or going on secondments in the UK and beyond. You’ll also enjoy a competitive salary and a flexible benefits package designed to meet your individual needs.
Becoming a shared enterprise
Our unique culture is built around collaboration. Everybody here plays their part. We share ideas. We share responsibility. We share the rewards. Put simply, we’re better together.