Treasury Solutions Consultant
£70,000 - £140,000 + Bonus
London (on site)
They are a renowned, independent, global specialist treasury and risk management consultancy offering expert advice and practical support to corporates, investment management, asset management and alternatives investment funds. They offer a range of treasury solutions and financial risk management solutions to clients. This is a new role which supports further expansion of their treasury solutions offering which offers automated treasury operations coupled with advanced data and analytics. The role will assist financial sponsors and their portfolio companies improve efficiency, manage risk, and construct financial operations that support growth and safeguard finances. You will work alongside experienced Treasury and Working Capital experts, creating cutting-edge Treasury and Working Capital solutions
SKILLS & EXPERIENCE REQUIRED
- Experience in business development: an ability to understand, assess and react to client needs and the creation of solutions to support their treasury challenges.
- Knowledge of all aspects of Treasury and Working Capital, ideally through 5+ years of experience in a corporate Treasury or related financial environment.
- Strong critical thinking skills with an ability to organize, synthesize, and analyse qualitative and quantitative data.
- Clear and concise written and verbal communication skills.
- Strong interpersonal skills; must have a balanced, open, and team-based personality and an ability to work well under pressure.
- Bachelors degree in a field combining quantitative analysis and critical thinking such as Economics or Finance.
- Strong facility with core Microsoft products, particularly Excel, Word and Power Point, with competency in Visual Basic or other skills being an advantage.
- Willingness to travel, together with a strong desire to learn and develop professionally as a consultant.
THE ROLE
Reporting to the Head of Treasury Solutions, you will drive and oversee the management and execution of Treasury Solutions engagements. cultivate and develop relationships with private equity sponsors, portfolio companies & corporates, increase the effectiveness and efficiency of the company’s Treasury Solutions by building and improving models, datasets, analytical frameworks, and other scalable consulting assets.
Business Development
- Drive business development and growth in Treasury Solutions.
- Generate leads through outbound communication (email, calling, etc.).
- Assist in developing pitches and proposals, and in closing engagement wins.
- Active outreach to sponsors and potential clients to generate leads & opportunities.
- Identify, build and grow new and existing business relationships with financial sponsors, portfolio companies & corporates.
Delivery
- Assist in advisory engagements:
- Lead and work closely with Treasury Solutions consultants in the delivery of client
engagements: data gathering, analysis, recommendations.
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- Conduct desk research to gather secondary research in support of engagements.
- Work with panel members to deliver client engagements.
- Oversee panel members and internal staff on engagements, coaching to ensure efficiency and effectiveness.
- Ensure work products exhibit rigorous methodology, high quality and are communicated effectively.
- Automate the delivery of advisory solutions:
- Collaborate with Treasury Solutions team to develop and manage the automation of our treasury solutions.
- Work with third party technology partners and tools to deliver workflow enablement, business rule-driven process orchestration and governance, automation and decision support analytics.
