Amberside Advisors - Financial Advisory Transaction Lead

Location: London / Hemel Hempstead, Hertfordshire. We support hybrid working, typically we expect our people to be either in the office, or with clients 60% of their working week.

 

Introduction

Following Amberside Advisors’ recent partnership with Steer and to support our future growth plans, we are looking to strengthen our team with the appointment of an experienced Project / Corporate Finance professional.

We see that adding a transaction lead to our team will support our future growth and represents a huge opportunity for the candidate to leverage the skills within the business and reputation of Amberside Advisors in the marketplace.

This role will be crucial in securing new transaction mandates, leading teams in project delivery and helping to enhance the technical skills of junior members of the team.

Responsibilities of the role

The individual will play a critical role in winning and delivering Financial Advisory / transaction mandates ranging from greenfield financings to refinancings alongside Buyside & Sellside M&A on Infrastructure, Renewable Energy and Energy Transition assets.

This individual will be responsible for leading our day-to-day Financial Advisory support to clients on transactions.

The role will include initial client screening, drafting Teasers, Information Memorandums, performing Funding Competitions, co-ordinating advisors and closing both Debt and Equity transactions.

Specific responsibilities include but are not limited to:

• Managing several complex client engagements or components independently
• Managing commercial aspects of an individual engagement to achieve desired levels of quality and profitability
• Executing projects and maintaining a review process to ensure projects are completed to a level that meets the high-quality standards of Amberside Advisors
• Business development to grow new sectors, clients and markets
• Progressing to specialise and contribute to a practice area - developing and maintaining industry knowledge and demonstrating sound knowledge of economic, political and market trends
• Providing commercial/pertinent sector knowledge on projects specifics to junior staff and feeding back any perceived knowledge gaps to senior management to deal with.
• Ensuring relevant project team members are accurately charging time to proposal / engagement codes as part of assessing profitability of individual projects
• Passing on pertinent market/client knowledge to senior management and colleagues/ teams to aid the development of knowledge.
• Ability to understand clients’ needs and translate that into a scope
• Deliver timely and quality outputs. Communicating risk and issue early to appropriate colleagues.
• Holding/attending reviews on completion of projects to identify lessons learned and enhance future quality of performance.
• Working on Continuing Professional Development (CPD) to maintain any relevant professional status/ accreditation.
• Meeting deadlines throughout the Amberside Advisors Performance Development Cycle for self, including seeking good quality feedback goal setting, providing input into engagement/ project reviews.
• Taking action to ensure employee wellbeing is being actively managed in the office.
• Exhibiting role model behaviour in line with Amberside Advisors values.
• Building constructive working relationships across the team and our colleagues within Steer
• Participate in team meetings to support with resource allocation.
• Takes ownership of complex projects.
• Being able to step back, see the bigger picture and ability to translate datasets and models into a value-add analysis, including financial models where relevant to project
• Ensure projects are “closed down” with all potential marketing opportunities exploited.
• Ensures where applicable, that team meets client expectations, budget and profit requirements.
• Uses resources effectively and efficiently on project/task.
• Effectively manages director expectations of project outcomes.
• Developing the team through continuous mentoring.
• The role requires working to deadlines, prioritising workload supporting wider team members, while providing a high level of conscientious service at all times to be our clients’ trusted advisor.

What we'd like from you

• Ambitious and passionate about infrastructure and decarbonisation investment
• Belief that solving the world’s energy and climate challenges is something to which we should all respond
• Knowledge of the Lender market and investor sphere in the UK
• Exceptional commercial acumen
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• Practiced at communicating complex information in a clear and concise manner
• Exceptional attention to detail and an ability to translate this to/from an Excel model
• Strong analytical and problem-solving abilities, with attention to detail and accuracy.
• Ability to work and communicate as part of a team, and in an effective manner
• Skilled at coping well when under pressure from competing priorities and interruptions
• Driving curiosity to solve client problems and respond to a challenge
• Able to apply research skills to solve new issues and make improvements
• You must be self-motivated, a team player and find it easy to adapt to your working environment
• Confidence in using you own initiative and making decisions at pace
• Confidence in exhibiting role model behaviour in line with Amberside Advisors  values.

Qualifications and experience required

• Degree in business administration or relevant field such as economics, law, finance, sciences, engineering. MBA/MSc/MA desirable
• Experienced in corporate finance, project finance, or a related role in the Infrastructure, Renewables or Energy Transition sectors.
• Experience of Leading Financial Advisory transactions, drafting Teasers, Information Memorandums, performing Funding Competitions, co-ordinating advisors and closing transactions.
• In-depth knowledge of financial principles, investment analysis, and risk management.
• Working in a commercial/investment or advisory/consulting role in infrastructure services for major projects, in a financial/commercial focussed environment.
• Experience in delivery of large-scale infrastructure projects, preferably the low carbon energy sector, including the commercial development and financing of assets.
• Experience of project management, business case development, report writing, due diligence, risk and opportunity analysis.
• Client-facing experience in providing technical knowledge and expertise to maximise the value of the project for stakeholders.
• Expert user of Microsoft Office products, including Word, Excel, Teams, Outlook & PowerPoint

We offer

• Competitive starting salary along with discretionary company bonus based on combined company and personal performance
• 25 days holiday (plus bank holidays) common across all employees with the ability to buy and sell up to 10 days leave; plus up to 5 optional volunteering days (2 paid)
• Pension (7.5% employer contribution post probation), life assurance (4* Salary), and Group Income Protection (salary protection) and employee assistance programme
• Other optional including season ticket loan, cycle to work, Gym discount, eye care, language lessons
• Relevant Learning and Development opportunities
• Steer’s employee ownership structure provides share voting rights, and ability to invest in shares through salary sacrifice
• Weekly lunch in-person paid for by the company
• Team building and sports and social club events and activities
• Flexible working hours and work-life balance
• London and Hemel Hempstead based offices

About Amberside Advisors  

Amberside Advisors specialise in providing project finance consultancy, and financial and commercial advisory services to public and private sector organisations involved in Infrastructure, Energy and Energy Transition projects. Our services include financial and commercial advisory support to transactions including Debt & Equity raises, Buyside and Sellside M&A, Refinancing, Due Diligence, financial model development, model audit and training. We have worked on more than 2,500 projects to date across a wide range of sectors and global locations and our clients are well-known companies with billions of pounds of investments.

Part of the Steer Group since July 2022, we serve a global client base through 22 offices across four continents and take great pride in providing high quality advisory, customer service and insight into our clients’ projects. Our core industry sectors are large scale energy and infrastructure & decentralised energy. We regularly advise on major projects ranging across road and rail, schools and hospitals, to wind, solar and biomass as well as Decentralised Energy projects and Heat Networks, including public service delivery contracts in sectors such as local authorities, healthcare, education and justice.

Amberside Advisors are an equal opportunities employer. We are committed to eliminating discrimination and encouraging diversity across our employees. In addition, staff wellbeing is a key focus for Amberside Advisors, and annual events are dedicated to reconnecting with colleagues, welcoming new joiners and having fun together as a team. Furthermore, regular social events provide an easy and enjoyable way to get to know your peers.

Ready to apply? 

• Just complete our brief online application form and attach your CV and covering letter.