FINEX Mergers & Acquisitions Due Diligence Consultant
WTW · London
FINEX Mergers & Acquisitions Due Diligence Consultant
The Role
KEY TASKS
CLIENT - Relationship Management
Seek, develop and maintain strong relationships with external client contacts and other parts of Willis Towers Watson
Seek opportunities for new business from external and internal client referrals
Manage communications between the client and the Willis Towers Watson M&A Practice
Understand the client’s business and project issues, needs and expectations
Seek to build trusted adviser relationships to generate repeat revenue opportunities across our M&A value proposition.
CLIENT - Project Management and Consultancy
The individual will be required to:
Undertake risk and insurance consulting and due diligence services to clients - including fee and scope evaluation, to execution and delivery of due diligence reporting through to coordinating WTW appointment and placement services.
Manage projects effectively, to include leveraging broader WTW country and sector specialists to the benefit of the client.
Access information from a variety of sources to allow collection / co-ordination of data at the outset of a project;
Provide quality advice to clients
Identification and collation of data for inclusion into reports
Responsible for reviewing key contractual documents and peer diligence reports
Take ownership of projects, co-ordinating and where appropriate sourcing the core project teams
Provide proactive and enthusiastic service levels expected from client project teams
Act as a referral point for the resolution of client queries internally and externally
Delivery of assessment by means of a formal report, supplemented by calls and / or presentations as required.
PROCESS - Procedures/Compliance
Take responsibility and ownership of the projects for quality and accuracy
To meet the Willis Towers Watson M&A compliance and administration protocols and requirements including file keeping, accurate reporting of management information, conflict management and confidentiality issues
Compliance with authorisation sign-offs and protocols
Working within FCA as required and Willis Towers Watson specific procedures and guidelines
Maintain time recording individually and ensuring this is done for projects where acting in lead role.