Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Support the delivery of advice and execution services on M&A transactions, initial public offerings, and various capital raisings. Build foundational client relationship and industry knowledge under supervision.

Responsibilities

• Support transaction execution across M&A and capital markets transactions, including timetables, workstream coordination and documentation preparation, under senior team member guidance.
• Assist with due diligence coordination and data room management.
• Assist with the preparation of private and public marketing materials, including information memorandums, management presentations, scheme booklets and explanatory memorandums.
• Perform routine transaction tasks accurately and without reminders.
• Execute on clear instructions with strong attention to detail.
• Attend client meetings and observe senior team members' client interactions.
• Build an understanding of client business models and needs, under supervision.
• Assist with the preparation and presentation of client pitches and presentations.
• Generate origination ideas and support participation in pitching and marketing to clients.
• Conduct basic industry research and support market analysis and reporting.
• Perform data analysis and asset screening to support origination ideas.
• Prepare financial and operational models, including three-way models, using valuation methodologies such as DCF.
• Update and maintain trading and transaction comparable company benchmarks.
• Build a strong understanding of basic corporate finance principles.
• Develop competency in valuation techniques, including DCF and comparable company analysis.

Requirements

• Bachelor's Degree in a Finance related discipline.
• 2–5 years' experience in a similar role.
• High level of self-motivation, enthusiasm and energy to thrive in a fast-paced environment.
• Strong Excel modelling skills.
• Strong PowerPoint skills to prepare client pitches and presentations.
• Ability to build strong and enduring client relationships.
• Ability to build networks and trusted relationships with peers, and collaborate effectively to achieve shared outcomes.
• Strong written and verbal communication skills, with high attention to detail.

Skills

• Excel modelling
• PowerPoint
• Client relationship building
• Networking
• Collaboration
• Written communication
• Verbal communication
• Attention to detail
• Financial analysis
• Financial modelling
• Valuation techniques
• DCF
• Comparable company analysis

Experience Level

• 2-5 years

Education Level

• Bachelor's Degree in a Finance related discipline

Benefits

• Daily breakfast options
• Purchased annual leave
• Regular wellness initiatives
• Active social and sporting calendar

About the Company

• E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research.
• We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
• Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
• We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you.
• Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect.
• Working with us means you get to learn from and collaborate with some of the best in the business.

Equal Opportunity

• We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
• We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.