VP in Fund Finance at State Street managing credit arrangements and collaborations with stakeholders. Focused on lending industry with expertise in structuring and underwriting.
About the role
- Senior Manager leading M&A processes including financial modeling and client communications at Deloitte. Mentoring junior staff and ensuring compliance with governance standards.
Responsibilities
- Lead end-to-end M&A processes, including deal preparation, due diligence, financial modeling, valuation, negotiation, and completion.
- Oversee detailed financial analysis and market research done by junior members of the team to derive strategic insights and findings to support project deliverables.
- Oversee the preparation of marketing materials including investment teasers, information memorandum, and client presentations.
- Oversee the preparation of detailed financial models for various transactions such as financing, acquisitions and valuations, and assess the key assumptions and outputs of the financial models.
- Communicate effectively and professionally with engagement management client stakeholders, with the ability to communicate complex financial information and strategic insights effectively.
- Ensure compliance with regulatory requirements and corporate governance standards throughout the M&A process.
- Monitor industry trends, market conditions, and competitive landscape to identify opportunities for growth and expansion.
- Lead multiple project teams, ensuring all engagements are completed on schedule, within budget, and exceed client expectations.
- Apply advanced project management techniques to optimize team performance and project deliverables, while managing risks and stakeholder expectations.
- Cultivate lasting relationships with key clients, legal advisors, and other stakeholders involved in the M&A process.
- Contribute in practice development activities, including preparing and delivering training programs.
- Carry out role as a coach and mentor to junior members of the team.
- Continuously enhance technical and industry knowledge to strengthen your position as a trusted advisor.
- Active involvement in business development activities including identifying opportunities on new/existing clients, and networking with prospective investors for M&A.
Requirements
- Possesses a Bachelor’s degree or professional qualification in Accounting, Finance, or Business from a reputable local or overseas university; a Master’s degree in Finance or CFA certification/candidacy is highly desirable.
- A minimum of 9 years of relevant experience in an M&A environment or within a Big-4 firm, venture capital, investment banking, or private equity, with a proven track record in executing sell-side, buy-side, and/or capital market projects across various stages of the deal lifecycle.
- Demonstrates advanced proficiency in financial analysis and financial modeling, with strong business acumen, and the ability to diagnose project challenges, develop solutions, and support informed decision-making.
- Understands end-to-end transaction processes, including mechanics of negotiations, due diligence management, and post-deal integration.
- Able to independently lead workstream calls without supervision and manage project workstreams effectively.
- Applies strong project management skills, coordinating with internal and external stakeholders to deliver client asks in a timely and appropriate manner.
- Demonstrates strong client and investor management and presentation skills, effectively managing expectations while building and maintaining strong relationships and leading teams effectively.
- Performs effectively and independently under pressure and demanding timelines, consistently delivering high-quality outputs independently while maintaining professionalism and stakeholder satisfaction.
- Provides coaching and mentoring support to junior staff, with the ability to manage project management office (PMO) activities when required.
- Acts as a bridge between Partners/Directors and junior team members, facilitating effective communication across teams, clients, and investors.
- Possesses excellent English communication skills, both written and verbal, with proven ability in report writing, professional correspondence, and delivering presentations to internal and external stakeholders.
- Highly coachable, adaptable, and committed to continuous professional development, with a strong work ethic.
- Willingness to travel and work on-site at client premises as required by client service engagements.
Benefits
- Positive work experiences that foster a culture of respect and inclusion
- Opportunities for professional development and training
- Mentorship and coaching support for junior staff
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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