M&A / Investment Manager – Financial Services – Southampton

Job Title: M&A / Investment Manager – Financial Services – Southampton
Contract Type: Permanent
Location: Southampton
Salary: Competitive
Start Date: ASAP
Contact Name: Hannah Alderson
Contact Email:
Job Published: January 11, 2021 17:41

Job Description

A rapidly growing PE backed bespoke debt purchase business are looking for a Transaction Lead to work directly with the CEO in a commercial finance role supporting the growth of the business.

Specifically your responsibilities will include:

  • Building investment Memorandum: working with decision science and pricing team, converting the model building and analysis they are doing into a document that can be digested / presented to internal exco and the business’ owners / investment committee forum
  • Financial Analysis: producing cash flow models and forecasting on the purchase of a portfolio or a company by data interrogation through Excel / SQL
  • Business Origination Activity / transaction lead: supporting new business making sure transactions are progressed through the deal cycle, from origination to execution, making sure the contracts are going back and forth

Experience Required:

  • Qualified Accountant through the big four with 1-2 years of post-qualified experience within M&A / Transaction Services
  • Applied investments knowledge (PV, IRR)
  • Cashflow modelling in any sector, ideally Financial services.
  • Strong commercial acumen and ability to present
  • Advanced excel skills (and SQL – nice to have)
  • Understanding of bespoke debt purchase business fundamentals (nice to have)