Job Description
CORPORATE FINANCE ASSOCIATE
OBJECTIVE
To support and assist senior executive staff with client account and transaction workload.
Complete development and training to work towards having assigned client responsibility.
To learn from senior executive staff about the running of client accounts on a day-to-day basis as well as providing a support role in transaction management and execution.
PRINCIPAL JOB ELEMENTS AND RESPONSIBILITIES
Key Responsibilities and Accountabilities
To provide the following duties while receiving on-the-job training:
Financial analysis including; preparation of detailed, integrated financial models, sensitivity analysis, capital/funding structures
Assistance with co-ordination and project management of corporate transactions including, but not limited to, drafting, proofing and production of shareholder circulars, prospectuses and information memoranda as well as other related documentation, collation of placing confirmation and account reconciliation’s, liaison with settlement and back office, production of transaction files and other client files
Assist other team members with liaison with UKLA/The London Stock Exchange/AIM Regulation/the Panel on Takeovers & Mergers with regard toclient issues, continuing obligations (Model Code), assisting with clearance of shareholder circulars
Assistance with preparation of presentations for marketing and other purposes
Client account day-to-day administration e.g. preparation of routine regulatory announcements, dealing with routine matters on continuing obligations
Routine client liaison – ensuring incoming communications from clients/other advisers are transferred to appropriate team member for actioning and relaying market/price developments
To understand and adhere to all relevant compliance and legal rules and regulations in relation to this role
SKILLS, KNOWLEDGE, QUALIFICATIONS REQUIRED
University education plus ACA or legal degree useful
Knowledge of Microsoft Office applications, including Word/Excel/PowerPointas well as market systems
Previous work experience within an investment/stock broking house would be advantageous
