Acquisition Analyst - Hybrid. Cheltenham

at  Attivo Group

ESSENTIAL SKILLS AND EXPERIENCE

• Previous experience working within a similar role is essential.
• Experience working within Merger and Acquisitions (Experience of acquisitions in an IFA industry is highly desirable).
• Strong analytical skills.
• Must be able to work under tight deadlines and be comfortable with handling confidential information.
• Impressive communication and interpersonal skills.
• Business acumen and industry knowledge.
• Critical thinking and problem-solving.
• Excellent attention to deal.
• Appropriate professional qualifications to underpin your knowledge, this could be in Accounting, Business or Financial Planning/Investments.

ABOUT THE ROLE:

This is an exciting role, working for an award winning and fast growing Financial Planning firm. As an Acquisition Analyst, you will be assisting the business by conducting financial analysis, due diligence, researching potential acquisition targets, and presenting recommendations to senior management.
You will play a key role in supporting Attivo’s growth plans by conducting thorough analysis and due diligence on potential acquisition targets. You will work closely with Senior Leadership to evaluate investment opportunities, assess financial performance, and identify strategic fit within the firm’s growth objectives. Your analytical insights and recommendations will inform decision-making processes and contribute to the successful execution of acquisition initiatives.
You will be an ambassador of Attivo, representing its core values and company behaviours, raising the profile of the business and the profession with internal and external stakeholders.
This is a hybrid role, with weekly attendance required at our Cheltenham Head Office or London office and travel will be expected to acquiring offices around the UK. As a business, we fully support hybrid working and have both working from home and flexible working policies.

KEY RESPONSIBILITIES INCLUDE:

• Research and analyse financial data and other information about target companies to determine their value and potential risks
• Create presentations and reports outlining findings and recommendations for the acquiring company
• Help negotiate the terms of the deal and may help with due diligence where applicable
• Work closely with other professionals, such as investment bankers, lawyers, and accountants.
• Stay up to date with industry trends and regulatory changes that may affect mergers and acquisitions.
• Assist in managing the deal pipeline tracker.
• Prepare and organise the relevant transaction documents where applicable.