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Transaction Services - Associate Director (CMAG)

Date: Sep 5, 2021

Location: London, United Kingdom

Company: KPMG UK

Our Transaction Services practice comprises approximately 350 people across the UK. It is organised to align to KPMG’s market orientated structure, and is at the heart of the Firm's agenda to increase its penetration of boardrooms and work with clients across the economic and transaction cycle. Within this structure, the UK Capital Markets Advisory Group (CMAG) is a relatively small and specialised team (currently comprising approximately 15 professionals, including 2 Partners and 3 Directors - all based in Canary Wharf, London), with significant growth ambitions.

CMAG is currently a market leader, providing comprehensive advisory services to support a company through capital markets transactions, such as IPOs, further equity issues and significant corporate acquisitions and disposals. CMAG acts as either:
• reporting accountant: providing independent due diligence reporting and supporting comfort letters in connection with a capital markets transaction; or,
• capital markets assist advisor: working with, and supporting clients through their capital markets transactions.

CMAG works with companies across all sectors and sizes from FTSE100 corporates to exciting high-growth companies. In recent months we have worked as reporting accountant on transactions involving Astra Zeneca, Virgin Wines and Alphawave IP, and acted as an advisor to Anglo American, Deliveroo and Cazoo.
Given the nature and complexity of deals, the team works closely with colleagues across the firm in a multi-disciplinary environment that sits right at the heart of our One Firm agenda (we often work alongside Audit, Corporate Finance, Strategy, Operations, Tax, Pensions, modelling and IT in the provision of TS led integrated IPO advice). IPO services are often also a key factor in audit pitches with many pitches being presented jointly by TS and audit.
We have an immediate need for a client-facing Associate Director to support our growth agenda as we aim to double in size over the next two years.
Key responsibilities in this role include:
Engagement management: Individuals will be required to structure and manage numerous complex capital markets projects at one time, including the diligence and comfort letter workstreams, and working with audit, tax and other specialists. As an AD, you will be the main day to day lead on the transaction, operating directly underneath the Engagement Leader.

Delivering quality services: Individuals will be required to monitor and deliver a high quality service to clients (both internal and external). Individuals will be proficient at managing multiple priorities and have extensive financial due diligence experience which translates into insightful analysis and value adding advice to our clients.

Advisory Skills: Individuals will use their extensive skills and experience to provide advice as a trusted adviser.

Business development: Individuals will be required to build, commercialise and sustain relationships with management team members, nomads/sponsors and other capital markets advisers for the benefit of the Firm. Individuals will lead the preparation of proposals, co-ordinating with teams across KPMG (audit, tax, IT, etc.). Individuals will also be expected to attend and present at client pitches.

Technical expertise: Individuals will be required to have a strong understanding of the listing rules, prospectus rules, AIM rules etc and be able to apply them to varied capital markets transactions.

Risk management: Individuals will be required to identify and manage risks, ensuring the Firm's risk management frameworks are implemented appropriately and effectively.

Developing People: Individuals will need to identify team member development needs and accelerate development by establishing the appropriate plans and frameworks with particular emphasis on coaching and skills transfer. They will act as a role model with colleagues and clients by living the values of the Firm.

The role will be based in the London office but may involve some travel. A high level of flexibility is required to meet the demands of working in a transaction based environment.

Required Skills and Qualifications:

CMAG operates in a fast paced environment, responding to client needs and transaction demands in a flexible and efficient manner. We engage with and often lead conversations with other advisors on the transaction (banks, lawyers, financial advisors, etc.). As engagement managers, Associate Directors are expected to play a key role in the development of all aspects of the practice. To succeed in this varied and demanding role you will need to demonstrate the following skills and experience:

• Strong academic and numerate background (ACA or equivalent)
• Extensive experience of managing advisory or transaction related engagements, and delivering to tight deadlines under pressure
• Extensive financial due diligence experience
• Experience of UK capital markets transactions, including technical aspects (e.g. engagement letters, comfort letters, prospectus reviews)
• Strong personal impact and self-awareness
• Excellent written and oral communication and presentation skills
• Experience of preparing proposal documents and pitching for new mandates with prospective clients
• Strong analytical skills including the ability to interpret data, generate insights and construct solutions
• Evidence of working successfully with top management teams at clients: the client base for capital markets transactions is particularly diverse, including Enterprise, corporate and PE clients of different sizes, and as a result there is a particular requirement that project leaders at AD level are able to interact effectively with the most senior levels of client management.
• The ability to lead and operate in high performing, multi-disciplinary teams

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