The purpose of the Corporate & Strategy Development Manager role is to support the team to drive the strategic growth of the firm, spearhead Merger & Acquisition (M&A) activities, and provide comprehensive financial and business insights to the Executive Committee.
This role reports to the Director of Corporate & Strategy Development.
Responsibilities
* Support the senior members in the Corporate & Strategy Development team on M&A activities end-to-end, from initial identification and evaluation of potential targets to final deal execution, and follow-through with post-deal integration tasks.
* Conduct comprehensive industry research and competitive analyses to identify potential acquisition targets, with an emphasis on reformatting financial statements and benchmarking key performance metrics.
* Participate in the business and financial due diligence analyses on various facets of potential targets, including financials, customer base, sales performance, cost structures, and operational processes – in preparation for Integration planning.
* Coordinate internal and external stakeholders during M&A integration processes.
* Support post-deal integration activities, ensuring achievement of priority integration milestones, synergy targets and seamless transition to business partner status of target firms -with light oversight from Senior Corporate & Strategy Development team members.
* Support target firms with Monthly Business Reporting – embedding analysis, frameworks and structure to allow for efficient sharing of quality business metrics to CEO & Board levels
* Collaborate with internal stakeholders to conduct specific functional-level tasks and subsequent post-deal integration efforts – utlising and further developing the 7IM integration framework.
* Prepare detailed, clear, and insightful reports and presentations to support all M&A and Strategy activities and decisions, with oversight of senior members of the team.
* Support on Strategic projects across the 7IM Executive Team.
* While not directly interacting with customers, your actions should align with upholding the FCA's Consumer Duty principles, thereby contributing to fair and beneficial outcomes for our clients.
* Provide direction, manage, coordinate, review and check the work of the Analyst(s) of team, when working together.
* Contribute to the development and learning of the Analyst(s) of the team.
About You
Knowledge
* Knowledge of project management principles and methodologies (including Agile working)
* Knowledge of end-to-end integration process.
* Basic understanding of the wealth management industry and business dynamics.
Qualifications
* Bachelor’s or Master’s degree in Finance, Accounting, Business Administration or Economics, with a strong focus on quantitative skills.
* Experience having worked in the Wealth Management sector preferable.
* Demonstrated interest in pursuing a qualification in Project Management, Operations or Wealth Management Process.
Skills/Other relevant information
* Excellent and proven analytical skills, with strong attention to detail.
* Effective communication and organisational skills.
* Proven ability to handle multiple projects and tasks, prioritise effectively, and thrive in a fast-paced environment.
* Critical thinking.
* Proficiency with Microsoft Word, PowerPoint, and advanced Excel
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