Job Description

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881--helping businesses and individuals meet challenges and seize opportunities across generations.


Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose--to help navigate challenges, unlock potential, and achieve the extraordinary.

What will you be doing?

We're seeking a talented individual to join our Corporate Finance team in Bristol. As an Assistant Manager in the Corporate Finance team, you will be responsible for providing corporate finance advice including lead advisory, fund raising and strategic advice.

As Corporate Finance Assistant Manager, some of your responsibilities will include:

Plan projects and move them forward in a timely manner including anticipating next steps and communicating plan to manager. This includes keeping lists of outstanding issues and owning the process of ensuring they are delivered Analysing and synthesing data for senior managers including financial and sector data Liaise and build relationships with Oaklins, with internal Evelyn Partners team members, and third parties such as private equity to begin to create a network Work with other team members to deliver assigned project work and exceed client expectations Create and review financial models, and prepare reports Prepare and support presentations given by CFD senior colleagues Liaise directly with clients and effectively manage the process of gathering data as required Prepare key documents (e.g. Information Memoranda, confidentiality letters, buyers research lists, sector analysis etc) and maintain ownership of successive drafts Take full ownership of all delegated or assigned tasks Keep team leader and team manager fully informed of progress and status of assigned work Anticipate problems and client needs and assist in developing responses within the team Ensure that own training and development needs are discussed with the Team Manager, and plans agreed to meet them

Qualifications

To be successful in this role, you should be:

Graduate and professionally qualified whether ICAEW or equivalent Ideally have some CF experience Knowledge of Companies Acts, Financial Reporting Standards and M&A Best Practice Sources of information for research including use of Capital IQ and Merger market Basic knowledge of the structure of a deal and associated commercial and technical issues Financial Modelling - clear understanding of financial models and their context and impact. Ability to apply financial principles to financial models. Analysis and interpretation of financial information. Report writing - drafting reports for review. Advanced use of MS Excel and PowerPoint. Confident and enthusiastic in dealings with both clients and within the department. Willing to take responsibility for getting the job done within agreed deadlines. Ability to build own personal network

Additional Information

As a colleague here at S&W you will have access to benefits that include

Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.


We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.