Überblick
Trainee Transaction Executive
Main tasks:
- Assist Transaction Leaders in progressing their transactions.
- Liaise with prospective purchasers and chase interest.
- Arrange and (attend where necessary) meetings with clients and purchasers.
- Prepare summary reports to clients advising on marketing progress.
- Maintain and control information flow between clients and purchasers.
- Issue agenda/discussion points for client and IP meetings.
- Analyse offers.
- Maintain Virtual Data Rooms.
- Assist Transaction Leaders with portals placements.
- Assist with M&A Networker wording and placements.
Additional tasks:
- Assist other departments as and when required.
- Assist with the preparation of marketing materials, including Information Memorandums and Teasers.
- Assist with research analysis.
- Manage and resolve complaints as per internal standards.
- Action marketing checklist for potential clients in portfolio.
- Arrange and document APC.
- Populate the Deal Flow Suite as and when required.
- Prepare and present files for Think Tank sessions.
- Cover for Transaction Leaders in their absence.