Take responsibility for the day-to-day project management of transactions of varying types, including selling to trade and private equity, and driving them to a successful conclusion
Lead the preparation of key marketing materials including teasers, information memorandums and management presentations
Oversee or perform financial analysis, including high‑level modelling, valuation work, and private equity returns modelling
Provide technical insight and identify key business issues, helping clients navigate complex commercial, financial, or strategic challenges.
Contribute to deal structuring considerations and provide strategic input to clients throughout the process.
Coordinate and manage all stakeholders involved in a transaction (clients, investors, legal advisors, lenders, and other intermediaries), resolving issues as they arise.
Identify and evaluate risk management issues, mitigating risk appropriately.
Support and contribute to business development activity, including attending networking events, building relationships with prospective clients, and converting new opportunities.
Participate in and help prepare pitches, proposals, and wider marketing initiatives.
Take on broader departmental responsibilities such as recruitment, mentoring, people management, and developing junior team members.
Help strengthen internal relationships across the firm to support cross‑service collaboration and internal deal origination.
Coach junior team members and support their development.

Demonstrable experience across all stages of an M&A transaction within a corporate finance, investment banking, or private equity environment.
A recognised professional qualification (ACA, ICAS, ACCA or equivalent) is preferred but not essential where you can demonstrate depth of transaction experience.
Excellent communication and relationship‑building skills, both internally and externally.
Strong analytical capabilities, with the ability to interpret financial data and form a clear commercial view of a business.
Strong Excel and Power Point skills to carry out financial analysis and prepare client and target documentation (e.g. IM, teaser, pitch decks etc.)
Demonstrable practical experience of managing multiple deliverables, showing prioritisation skills and meeting deadlines within an expected timeframe.
A network of intermediaries across the regional M&A market.

Tailored development programmes and access to coaching
Flexible bank holidays – allowing you to celebrate the days that are important to you
Benefits including pension, life assurance and private medical, additional holiday purchasing and health benefits
Any benefits giving you access to shopping discounts, gym memberships, financial advice
And more.

Corporate Finance Associate Director

Key skills