Team Lead, Financial Advisory at Greenwich Trustees Limited

Job Summary

• The Team Lead, Financial Advisory is responsible for leading the execution and delivery of financial advisory mandates including mergers and acquisitions (M&A), corporate/debt restructuring, divestitures, company/asset valuation, and strategic advisory (including PPP transactions) for corporate, institutional and government clients.
• The role involves originating and managing client relationships, overseeing transaction execution, leading deal teams, and providing strategic financial insights to clients across various sectors.
• The Team Lead will work closely with senior management to drive business development, structure transactions, manage project timelines, and ensure high-quality advisory services are delivered to clients.
• The role also requires mentoring junior analysts and associates while ensuring compliance with regulatory requirements and internal policies.

Job Details

Origination and Execution of deals

• Lead the origination and execution of financial advisory transactions including mergers and acquisitions, capital raising, privatizations, restructuring, and strategic advisory assignments.
• Develop and maintain strong relationships with corporate clients, institutional investors, regulators, and other key stakeholders.
• Identify new business opportunities and actively contribute to the firm’s revenue generation through deal origination and mandate acquisition.
• Lead financial modeling, valuation analysis, and transaction structuring to support client advisory engagements.
• Prepare and review financial advisory materials including pitch books, investment memoranda, valuation reports, and transaction documentation.
• Manage and coordinate deal execution processes including due diligence, negotiations, regulatory approvals, and transaction closing.
• Provide strategic and financial insights to clients regarding capital structure optimization, growth strategies, and market opportunities.
• Supervise and mentor analysts and associates within the advisory team to ensure high-quality deliverables.
• Liaise with regulatory bodies such as the Securities and Exchange Commission (SEC), Nigerian Exchange Limited (NGX), and other relevant institutions when required.
• Ensure all advisory engagements comply with applicable regulatory and internal risk management frameworks.
• Monitor market trends, industry developments, and economic conditions to inform advisory recommendations.

Requirements

• A bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline from a reputable institution. 
• A master’s degree (MBA or M.Sc. in finance related degrees) is an added advantage.
• Recognized professional financial certification (e.g. ACA, ACCA, CFA).
• A minimum of 7-9 years of progressive experience in investment banking, financial advisory, corporate finance, consulting, or transaction advisory
• Extensive network of corporate clients, institutional investors, regulators, and industry stakeholders.