Debt Advisory Associate Director

SW Group

  • London
  • Permanent
  • Full-time
  • 8 days ago
  • Apply easily
Company DescriptionAt S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.Job DescriptionAbout Oaklins
  • S&W is a part of Oaklins, a leading global advisory firm for growing mid-market companies, operating across 40 countries with 850+ professionals and completing 1,900+ transactions over the last five years.
  • The Oaklins European Debt Advisory team is an experienced pan-European team of 40+ professionals.
What will you be doing?We're seeking a talented individual to join our Debt Advisory team in London as Associate Director. On larger deals, the Associate Director will be accountable for the significant part of deal execution whilst reporting to a Director / Partner and managing junior team members. On smaller deals, the Associate Director may be given responsibility to lead the deal, with the support of a junior team member.As Debt Advisory Associate Director, your responsibilities will include among othersDeal Leading and Transaction Project Management
  • Takes responsibility for a small number of transactions and assisting Partners and Directors on larger or more complex transactions as required
  • Delivery of key marketing materials in line with S&W quality standards which require minimal editing by senior team membersActive role in pitch meetings
  • Responsible for managing and delegating tasks to junior team members on the transaction
  • Leads discussions and positions him/herself as the main point of contact with the client on all matters
  • Leads co-ordination of all parties (clients, lenders, diligence providers, lawyers)
  • Leads client meetings and funders presentations when required
  • Responsible for preparation of key terms sheets for lenders, with the support and input from senior team members
  • Responsible for preparation of covenant models
  • Takes an active role, with support from senior team members, on key negotiations or strategic aspects of the transaction
  • Managing legal process through to completion
Business Development
  • Value add in business development, marketing activities and preparation of marketing materials
  • Active professional networking including the widening and deepening of own professional network (such as lenders, lawyers and private equity providers)
  • Assists on pitches for new work through proactive ideas, preparing documents and attending presentations as requested
Team and S&W Brand Development
  • Becomes involved in relevant recruitment, training and staff development and other internal business management processes
  • Promotion of S&W employer brand
QualificationsTo be successful in this role, you should
  • ACA / ACCA qualification preferred but not essential
  • Clearly demonstrated relevant experience at Associate / Senior Associate (or similar) level or already operating at Associate Director level.
  • Sources of information for research including use of Debtwire and Mergermarket required, with additional sources such as Pitchbook and Capital IQ highly favourable.
  • Financial Modelling - clear understanding of financial models and responsibility for preparation of covenant models.
  • Ability to apply financial principles to financial models.
  • Analysis and interpretation of financial information.
  • Report writing – drafting reports, pitch documents and marketing materials for review.
  • Advanced use of MS Excel and PowerPoint.
  • Confident and enthusiastic in dealings with both clients, lenders and internally.
  • Ability to take responsibility and ownership for significant parts of transactions, as well as managing key parties and junior team members.
  • Demonstration of ability to build own personal network across lenders, lawyers and private equity.
Additional InformationAs a colleague here at S&W you will have access to benefits that include
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • Fully funded training towards professional qualifications
  • Cycle to work scheme
  • Season ticket loan
  • Eye care support
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

SW Group