
Collaboratively work with client teams to provide advice and build relationships with existing and potential clients concerning general corporate broking matters and a range of activities including the raising of finance, mergers & acquisitions, and restructurings
· Assist the client team in maintaining and further developing relationships with existing clients.
· Assist in the preparation of client proposals / pitches.
· Assist the client team in the successful execution of transactions for clients and potential clients (including the preparation and review transaction documentation).
· Assist in the review of client communication with the market.
· Communicate effectively with clients, colleagues and regulators as required.
· Provide clients with advice on market and regulatory issues as required.
· Assist client teams in providing advice to corporate clients on their relationships with investors and the market place,
· Assist client teams to communicate with institutional investors regarding corporate clients (both in corporate broking ordinary course and in transactions).
· Maintain up to date sector knowledge, market / industry practice and commercial awareness.
· Understand Investec's broader capabilities.
· Ensure communications with clients / intermediaries / business contacts are appropriately captured in the CRM.
· Assist the PLC Advisory team in the timely maintenance of certain administrative responsibilities (such as standard pitch materials, transaction fee benchmarking, team agendas).
· Detailed, up to date and practical working knowledge of all applicable rules and regulations.
· Acting with integrity at all times and embrace the philosophy of treating our clients and potential clients fairly.
· Develop relevant market, sector and technical knowledge.
· Strong understanding and preparation of financial analysis, valuation and modelling techniques.
· Excellent knowledge of Power point, Excel and presentation solutions.
· Effective internal / external client interaction (including with other advisors) for business generation and execution.
· Ability to use the relevant IT applications.