Assistant Manager - Corporate Finance, Financial Services
An Assistant Manager assists with transactions and manages smaller transactions and monitoring reviews; interfacing with clients, internal management, external financiers and other professionals. An Assistant Manager should know when to seek advice from the Manager or Senior Manager and other specialists as appropriate and demonstrate strong commercial flair
• Build an understanding of the potential for selling into clients and intermediaries. Seek to participate in business development opportunities
• Undertakes peer level business development from own personal contacts
• Supports the preparation of sales documentation, including research, and leads the preparation of these documents where appropriate
• Shows awareness and understanding of other service lines within the firm
• Networks internally and develops personal contacts
• Seeks input from managers and associate directors to further develop commercial awareness of the Financial Services industry.
• Takes own initiative to develop an understanding of the dynamics of the Financial Services industry and key industry players
• Projects a professional image and builds good rapport with clients
• Develops a clear understanding of client expectations
• Addresses increasingly complex questions confidently
• Manages client expectations, undertaking a deal manager role for smaller assignments.
• Engenders trust and respect from the client by managing the assignment accurately, delivering to expectations, responding quickly to client demands and delivering to deadlines.
Client take on/risk management
• Seeks input from peers and managers as to the firm's procedures.
• Seeks input as to the firm's potential liability on assignments.
• Supervises the set up of client take-on files and undertakes anti money laundering checks.
• Takes assignment manager role on smaller projects carries out by the team
• Meets deadlines set for an assignment by managers.
• Maintains assignment files consistent with the appropriate CF manual.
• Identifies activities to be undertaken and priorities accordingly.
• Displays technical competence.
• Seeks advice on areas of technical research and then undertakes research using the firm portals and databases.
• Possesses good IT skills and is able to use these effectively.
• Acknowledges the limitations of own technical expertise and experience and refers to others if necessary.
• Undertakes other duties to meet the demands of the business.
• Takes responsibility for assigned areas in large reports. Takes responsibility for teams preparing smaller reports
• Communicates clearly and concisely both verbally and in writing
Team contribution / management
• Works effectively and enthusiastically with all members of the team.
• Mentors and coaches executives and build the respect of peers and subordinates.
• Completes job reviews and provides feedback for executives and analysts on smaller jobs that they are managing
Training / self-development
• Prepares own self assessed performance review and seeks feedback after each assignment.
• Actively seeks opportunities to attend training opportunuties, keeping technical knowledge up to date and developing managerial competencies through in-house workshops.
Operations and results
• Has a sound awareness and adherence to the firm's risk management processes and procedures.
• Ensures compliance with internal procedures including the completion of take-on.
• Ensures time is recorded accurately, bills are raised and costs are collected on a timely basis.
• Mitigates risk through review and involvement of senior team members.
• Takes responsibility for assigned areas, including having own work reviewed and works to time and budget.
• Assists in the full recovery of billable time through accurate and timely submission of timesheets.
• Contributes to maximising utilisation by proactively seeking involvement in upcoming assignments and advertising own availability.