Acquisitions Analyst

You will be confident identifying key risks and opportunities, managing competing priorities and working to tight deadlines. Strong attention to detail, critical thinking and problem-solving skills are essential, alongside the ability to communicate complex information clearly to different audiences. Experience of acquisitions within the IFA, financial planning or wealth management sector would be advantageous.

Key Responsibilities Include

• Research and analyse financial, commercial and operational information relating to potential acquisition targets, identifying value drivers, risks and areas requiring further investigation.
• Support due diligence activity by collating, reviewing and interpreting relevant information.
• Take ownership of the financial modelling process for newly introduced acquisitions.
• Assist with deal negotiation activity where appropriate, including preparing information, tracking actions and supporting agreed next steps.
• Work collaboratively with colleagues and external professionals, including investment bankers, lawyers, accountants and vendors.
• Maintain the deal pipeline tracker, ensuring information remains accurate and up to date.
• Prepare, organise and maintain relevant transaction documentation.
• Ensure confidential information is handled appropriately.
• Work collaboratively with other Attivo departments to produce useful insights from historic acquisitions.
• Prepare clear and concise recommendations to support senior management decision-making.

Essential Skills and Experience

• Minimum 2-3 years experience in mergers and acquisitions, corporate finance, transaction support, investment analysis or a similar role.
• Good understanding of financial accounting principles, valuation techniques and financial modelling.
• Strong analytical skills, with the ability to interpret financial, commercial and operational information.
• Ability to identify key risks and opportunities.
• Ability to work to tight deadlines and manage competing priorities.
• Excellent written and verbal communication skills.
• Strong attention to detail, critical thinking and problem-solving skills.
• Ability to handle confidential information with discretion.
• Appropriate professional knowledge or qualifications in accounting, business, financial planning, investments or a related discipline.

Desirable Skills and Experience

• Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English.
• Educated to Degree level.
• Experience of acquisitions within the IFA, financial planning or wealth management sector.
• Strong business acumen and awareness of the commercial and regulatory environment in which Attivo operates.
• Confident relationship-building skills, with the ability to work effectively with senior stakeholders, colleagues, vendors and external advisers.

Salary and Benefits

Up to £40,000; negotiable depending on experience. London Living Allowance if eligible.

Attivo also offers:

• Non-contributory Pension Scheme (8%)
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.