financial advisor job description
Part 1: Financial advisory work description
- Enterprise strategy advisory
① Analyze the industry company belongs to;
② Make the company fully understand the industry’s status and development prospects,
analyze the company’s core capabilities, profitability, growth potential and attractiveness to investors;
③ Explain the company’s operating conditions and development opportunities;
④ Assist the company in formulating and implementing plans for development strategies.
- Financing advisor
① Provide enterprises with consulting in asset management, liability management, and risk management, design the best financial structure for the enterprise;
② Analyze in all respects and consider the advantages and disadvantages of debt financing and equity financing, and other constraints;
③ Select a financing method for long-term funds for the enterprise, and prepare Long-term fund financing plan for enterprises;
④ Assist enterprises in negotiating with banks when companies have difficulty repaying loans, and open up financing channels from multiple parties.
- Capital Operation Advisor
① According to the development strategy formulated by the enterprise, comprehensively use various financial instruments to create conditions for the company’s operation and development; ② Raise development funds through restructuring and listing, spin-off listing, etc.,
③ Obtain strategic resources through mergers and acquisitions, and adjust assets through asset reorganization, asset sales and replacement Structure, when a company is hostilely acquired, develop an anti-acquisition plan for the enterprise.
- Major transaction advisor
① Assist enterprises in conducting major market investigation activities (including joint ventures, cooperation, and major contract negotiations);
② Assist companies in conducting market research, investigating the creditworthiness of joint venturers;
③ Investigate the investment environment, and evaluating transaction conditions, and assess the project feasibility study reports prepared by enterprises;
- Training of senior management personnel
① Hold a series of special lectures on corporate mergers, acquisitions and asset reorganizations for senior management personnel of enterprises;
② Improve the level of awareness and understanding of fundamental management theories of capital management;
③ Guide the practice of corporate capital management
Part 2: Financial advisor job description in the process of listing in overseas securities markets
- Conduct diligence on the enterprise and fully understand the basic situation of the enterprise;
- According to the specific situation of the enterprise, formulate the overall plan for corporate restructuring;
- Assist enterprises in hiring relevant agencies and set up reorganization working groups;
- Responsibilities in the reorganization
①Clarify the property right relationship of the company, specify the original investment relationship of the company following the law, and define the legality of the company’s equity in nature and quantity, and obtain ownership of the company’s assets under legal procedures;
② Evaluate assets without ownership;
③ Obtaining the property rights of the enterprise (including intangible assets such as land use rights and trademarks) through transaction methods;
④ Restructuring the equity structure of enterprises,
⑤ Adjust the business structure according to the listing of the GEM and the long-term development needs of the company;
⑥ Make sure of reorganization process complying with national laws and regulations, and performs corresponding legal procedures.
- Responsibilities in Merger & Acquisition
① As a buyer’s agent, plan for mergers and acquisitions;
② Help enterprise to acquire the most suitable enterprises in the most appropriate way and the most favorable conditions, to achieve their optimal development;
③ As a seller’s agent, implement anti-merger measures to help companies meet the success of anti-takeover actions at the lowest possible cost, thereby protecting the interests of target companies and their shareholders;
④ Participate in the negotiation of mergers and acquisitions and determine the conditions for mergers and acquisitions;
⑤ Assist the enterprise (buyer) to raise necessary funds;
⑥ Reduce the resource consumption in the process of corporate mergers and acquisitions, promote the merger and acquisition activities of the company, boost the flow of existing assets, adjust the economic structure and optimize the allocation of resources, and realize the large-scale operation and synergy of the enterprise.
- Cancel the original enterprise and establish a new joint-stock limited liability company;
- Standardize the relationship between the enterprise and other affiliated enterprises;
- Assist in the preparation of the listing plan, listing report, and prospectus.