For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Introduction to the Corporate Finance team at Evelyn Partners
In the Corporate Finance division, we work with entrepreneurial clients as they move through the lifecycle of their business. This can involve providing advice on options such as: funding, buying, growing, floating, and selling. Our client base is typically mid-market, and we often work with international strategic buyers as well as private equity investors. Our commitment is seen through our teamwork with clients, our entrepreneurial spirit, commercial acumen, and integrity.
What will you be doing?
As part of our Corporate Finance team you will be assisting on a number of sell side or buy side mandates as well as with market research. You will be involved in supporting the team on multiple projects at various stages, from pitch, research and analysis, to marketing and buyer/target approaches.
You may be involved in a variety of tasks, including desktop research, producing pitch deck, assisting with financial modelling, and participating on client calls. You will quickly gain exposure to a variety of businesses and industries, developing key knowledge and skills.
Your responsibilities will include
- Working as part of a team to undertake a variety of deal related tasks
- Developing an understanding of our clients and their industries and business models
- Keeping senior stakeholders informed of project updates
- Becoming familiar with our M&A software and processes
- Prioritising tasks whilst meeting various deadlines
To be successful in this role, you should
- Be available from 30th June – 8th August 2025
- Be in your penultimate year of university
- On course for at least a predicted 2:2 degree, in any discipline
- A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
- GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
Video
https://www.youtube.com/watch?v=9LUB_aFdHH4
IImportant notes for completing your application
When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime:
- We can only accept one application to any of our programmes in a recruitment season. If you are unsuccessful, you will need to wait until the next September when we re-open applications for the following year.
- Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date
- Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ (aka University) question which is mandatory. If you have more than one degree please include your latest one.
- Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager.
- The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed.