M&A Associate

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan is currently recruiting a role within our central M&A function, the role would report directly into our M&A Director, and would offer the right candidate a breadth of exposure normally not afforded to the role.

You would be expected to have strong excel skills preferably having performed a similar role at a Boutique investment bank, big 4 consultancy firm or in house corporate dev team. You will be involved in the entire M&A life cycle from pitching offers to potential targets, managing 3rd party DD providers, giving comfort to our equity & debt investors, and ensuring the businesses exchange, complete and are integrated within the requisite timelines. 

Job Responsibilities

• Prepare offer letters based on agreed term sheets for potential targets to review.
• Prepare weekly investor updates, board packs and investment committee materials.
• Manage third party due diligence providers reports, challenge red flags and be able to come up with logical mitigants to business issues.
• Financial modelling, be able to pull together Management accounts P&L, BS and CF with ease and be able to ensure that the Databook is kept organised and is easy to follow.
• Quickly understand trends, drivers of business performance and potential areas of risk.
• Be able to review large amounts of Data and information, summarise the key items and report back to the team.
• Teamwork – we are a small team which rely heavily on internal shared functions, being able to work within a team is essential, as well as perform independently with little assistance .
• Attention to detail is key in everything we do, and quality of deliverables need to be of the highest quality and ready to share externally at any time.

Job Requirements

• Preferably ACCA/ACA/CFA/CA
• Few years post qualified
• Ex Big 4 Consultancy / Boutique IB/ Corporate development function
• Strong excel skills, and financial modelling skills
• 2:1 degree or higher
• Preferably studied accounting as a major

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.