M&A Coordinator
Perspective Financial Group Ltd / Group M&A
Job Description
We have an exciting opportunity to join our growth focused M&A Team at Group Level as a Mergers and Acquisitions (M&A) Coordinator. The successful candidate will report to the Group M&A Team Leader and assist with the administration for the Group’s acquisition and integration strategy.
Office: Perspective Financial Group Ltd
Location: Home Based
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive, dependant on experience and qualifications (available upon request)
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Job Requirements
- Previous experience working in the Financial Services industry is essential.
- Highly skilled user of Microsoft Excel, capable of the creation and maintenance of often complex spreadsheets and the analysis of data.
- A reliable person who has the ability to prioritise workloads and coordinate a number of simultaneous projects and communication streams.
- Excellent organisational and multi-tasking abilities are essential.
- Outstanding communication skills at all levels.
- Ability to produce concise business correspondence; proofread of grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and proactive problem-solving skills.
- Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams and Zoom.
- Credibility to hold conversations with internal and external stakeholders and the discipline to conduct research, collect and organise data and absorb information quickly in order to support the acquisition and integration process.
- Flexibility/adaptability to cope with change.
- Confident with other IT and office software packages including Teams, Outlook, Word and PowerPoint.
Job Responsibilities
- Supporting the Group M&A Team Leader in the logging and management of any new business introductions, identifying information gaps and exceptions and reporting this information to the board.
- Assisting with the collection, organisation and analysis of data from vendors and third parties.
- Helping coordinate a number of simultaneous integration projects and communication streams with both internal and external stakeholders, as well as third parties.
- Liaising with providers, vendors and both internal and external stakeholders on the coordination and preparation of letters, forms and other formal documentation.
- Liaising with third parties to track and report integration progress and including proactive identification of exceptions and potential issues.
- Liaising with third parties to raise queries by phone and by email.
Job Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
