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Corporate Finance & Strategy, Manager

Posted: 17 Jul 2019 Closes: 15 Sep 2019
London Negotiable
Permanent & Full-time 022334_1563351890

Schroders Personal Wealth is a new business serving wealth planning needs for Mass Affluent and Affluent clients. It is jointly owned by Lloyds Banking Group and Schroder Plc, bringing together the inherent strengths across both organisations to deliver on a bold medium term ambition to become a top 3 wealth planning firm in the UK.

Schroders Personal Wealth is scheduled to commence trading in June 2019 (subject to regulatory approvals).

Provide strategic intelligence to assist the development of the SPW's organic and inorganic strategy e.g. market and competitor research. Support the CFO and the senior management team in the research and execution of major strategic projects, assisting in recommending the medium and longer-term strategic direction.


Corporate Finance & Strategy, Manager

Schroders Personal Wealth is a new business serving wealth planning needs for Mass Affluent and Affluent clients. It is jointly owned by Lloyds Banking Group and Schroder Plc, bringing together the inherent strengths across both organisations to deliver on a bold medium term ambition to become a top 3 wealth planning firm in the UK.

Schroders Personal Wealth was authorised by the FCA and commenced trading in June 2019.

Now there an exciting opportunity available to be part of this venture to provide strategic intelligence to assist the development of the SPW's organic and inorganic strategy e.g. market and competitor research. As the successful role holder you'll support the CFO and the senior management team in the execution of M&A transaction and the research of major strategic projects, assisting in recommending the medium and longer-term strategic direction.

What you'll be doing…

  • Support CFO, senior management and other internal functions and external advisors in order to assist the execution of transactions and strategic project.
  • Manage the day to day elements of transaction and project execution.
  • Ensure execution is to an excellent standard, alerting senior management to key issues, escalating up as appropriate.
  • Deliver high quality outputs (e.g. CEO ready slides) demonstrating an ability to deliver clear messages which communicate strategy to the highest level in the organisation.
  • Prepare and maintain a robust fact base of relevant data, including market economics, competitor positioning and the regulatory landscape for all key markets. Convert data into insightful commentary that can inform strategic thinking.
  • Develop and maintain complex valuation models of potential acquisitions, mergers and disposals in order to facilitate transaction decisions.
  • Undertake analysis of information and responses to enquiries in order to provide clarity on transactions and major projects to senior executives.
  • Understand the competitive positioning of the businesses in the current portfolio. Assess whether the mix is appropriate, e.g. maximising Group synergies. Make recommendations for change as appropriate
  • Support the CFO and management in evaluating the quality of business strategy development, identifying areas which require support and challenge as appropriate
  • Develop and maintain a network of internal and, where appropriate, external contacts in order to facilitate the dissemination of useful information
  • Contribute to ad-hoc publications and responsibility for departmental initiatives including the continual review of current processes and procedures making recommendations to improve the M&A policy and project effectiveness where appropriate.

What you'll need…

  • Strong corporate finance background, including experience in due diligence, valuation and transaction execution.
  • Strong strategic intelligence and previous experience in researching and the execution of strategic projects.
  • Sound commercial judgement and an ability to generate creative solutions to problems and 'think on your feet'. Ability to identify potential deal opportunities.
  • Excellent financial and analytical skills. Ability to interpret and evaluate financial statements, operating records, and other information to provide recommendations.
  • Experience in valuing companies using various methodologies, including DCF, precedent transactions and traded comparable companies
  • Strong communication skills both written and oral
  • Influencing and demonstrating an ability to deliver clear messages
  • Proven ability to build strong relationship with internal and external stakeholders

What we'll give you…

  • Flexible benefits package
  • Private Medical cover
  • Generous Holiday allowance
  • Pension

Do you want to work for one of the UK's largest Financial Services organisations? Being a part of the Group offers you the opportunity for progression and development so this can be a platform from which to showcase your talent and aspiration for the future.

Lloyds Banking Group is committed to building a workforce which reflects the diversity of the customers and communities we serve, and to building an inclusive environment where all our colleagues can be themselves and succeed on merit. We support the principles of agile working and are happy to consider flexible working arrangements. We're an equal opportunity employer and deeply value diversity within our organisation.

Did you know we've won awards? We've gained industry recognition including Stonewall Top 100 Employer, Top 30 Employer for Working Families, Gold Standard 2014 from the Business Disability Forum and Top 50 Employer for Women.

Does this sounds like a role that you'd like to know more about? Get in touch and let's have a conversation.

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Lloyds Banking Group

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