Corporate Finance Executive/Assistant Manager

Overview

Job description for Corporate Finance Executive/Assistant Manager at FRP Advisory. This role is based in Cardiff and is permanent – full time – onsite.

Job Details

• Job Title - Corporate Finance Executive/Assistant Manager
• Location - Cardiff
• Job Type - Permanent – Full Time – Onsite

Role overview

We are seeking a highly motivated and detail-oriented Executive to join our growing team. The successful candidate will play a key part in live deal execution, business development/origination activities and wider sector-specific research. This is a hands-on role with direct exposure to clients, senior team members and live transactions from start to finish.

Key Responsibilities

• Support the deal team in preparation of go-to-market collateral, including but not limited to:
• Client Information Request List
• Deal Timetable
• Information Memorandum
• Liaise with client as part of the preparation of the marketing materials
• Support deal team in reviewing potential buyers and go to market outreach
• Provide support during outreach and help manage resulting Q&A with potential buyer
• Review potential offers and prepare transaction modelling and offer summaries as requested
• Data room (VDR) oversight and management
• Organise calls and meetings
• Provide status updates to both buyside and sellside
• Support team in preparing Funds Flow and EV to Equity documents (Locked Box, Completion Accounts)
• Support in stakeholder coordination (legal teams, DD teams, client teams) as part of due diligence processes
• Act as a key point of contact for client management teams in processes including information gathering and financial/data analysis

Pitch and Business Development Support

• Support with production of pitch documents, including collating research on valuations, recent deals and potential buyers/targets
• Assist senior team members with business development and other marketing activities
• Be expected to grow your own network of corporate finance, legal, and other professionals

Qualifications

• Fully qualified accountant (ACA, ICAS, ACCA), with at least 3 years professional experience. A successful candidate must display a good understanding of M&A processes and concepts although post qualification and/or previous Corporate Finance or Transaction Services experience is not a mandatory requirement, although preferred.
• Strong proficiency in Microsoft Office products including Excel, Word and PowerPoint.
• Communication
• Planning and organisation
• Drive and determination
• Self-development
• Client Care
• Business awareness

Our Values

• Straightforward : We provide clear, no-nonsense advice.
• Confident : Our guidance is backed by expertise and evidence.
• Pragmatic : We focus on practical solutions and tangible outcomes.
• Real : We are professional yet approachable, understanding the challenges our clients face.

Our Commitment to You and the Environment

At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on the natural environment.

We are always striving to improve in all areas – whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people.

Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential.

We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance
• Industries
• Financial Services and Accounting

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