AddressThe Opportunity
Join Morgans as a Corporate Finance Analyst! In this position you will work closely with the senior members of the Corporate team and gain exposure to a range of projects, predominantly in equity capital market capital raising however also including exposure to Corporate Advisory, M&A and debt capital markets transactions.
What you will be doing
Provide support on the execution of corporate transactions, including but not limited to:
- Involvement in due diligence processes including review of due diligence materials and drafting offer documents (e.g. Prospectus, Information Memorandum)
- Preparation of marketing documentation (including sales notes, emails, presentations etc.)
- Private wealth network and institutional investor marketing, co-ordination and follow-up
- Liaising with branches, advisors and institutional clients in relation to offer details, logistics, settlement and allocations
Assist in business development, including but not limited to:
- Participate in developing ideas and new relationships, including industry and company specific analysis
- Prepare pitch documents –capability presentations, deal-specific pitches etc.
- Prepare reports / analysis for clients as required, including preparation of regular monthly market and trading reports to corporate clients
- Attend AGMs, company presentations, meetings, site visits, etc. as required
- Attend meetings / breakfasts / lunches and other functions as required
- Assist in maintenance of Morgans corporate presentation materials, including precedent databases and capability documents
- Support function to senior corporate team members
- Attending regular internal meetings, including the daily morning meeting, sales meetings, business development meetings and weekly corporate meeting
- Develop an understanding of legal and accounting issues relating to capital markets and Corporate Advisory services
What you will bring
- Ability to think strategically
- Effective prioritising skills
- Ability to manage competing priorities in a fast paced, professional organisation
- Highly developed written and verbal communication skills
- Ability to build rapport with people at all levels
- Interest in developing an understanding of capital markets
- High degree of familiarity with Microsoft 365 with intermediate to advanced Excel and PowerPoint skills
- Degree qualified with 2-5 years relevant professional experience
- Successful candidates will be expected to complete RG146 to achieve Authorised Representative status
About Morgans
Morgans is Australia’s largest full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. Morgans has over $72b private wealth funds under advice, industry leading research and institutional sales & trading teams, and Morgans’ Corporate has raised more than $100b for corporate clients over the last 20 years.
Yes, I want to apply!
If you are interested in this role and would like to join the Morgans team, please click apply and submit your cover letter and resume.
We believe in creating opportunities for everyone and welcome applications from people with diverse backgrounds and experiences. We can’t wait to hear from you!
Benefits
- Eligible to participate in bonus scheme
- Learning and development opportunities including Morgans' Mentoring program
- Discounted financial services, health care, gym memberships & more
- Positive impact on the community through the Morgans Foundation and paid volunteer days
