The career path presented below is our proposed framework for your professional growth within Capital One Advisers. It is a flexible model – a starting point for further discussion on planning your individual career path. While considering your career growth, we take into account your personal characteristics and professional interests and, through mutual discussion, we synchronize your personal path with the needs and capabilities of our firm. At Capital One Advisers we support the individual growth of all our employees, as we strongly believe that the skills of our team members contribute to the combined strength of the entire firm.
Our proposed career path with Capital One Advisers Sp. z o.o. includes the following steps and positions:
If you have at least one year of professional experience, you will start work as an Analyst. We would like candidates interested in joining our team to have already passed the CFA Level I exam (www.cfainstitute.org) or before being promoted to an Analyst position in our firm.
The scope of competence and duties expected in this position includes:
– collecting and arranging detailed business information (materials, source documents) about selected business entities and their market environment,
– preparing, under the supervision of a Project Manager and according to internal standards and legal regulations analytical and transaction information materials, such as Investment Memoranda, selected parts of public offering prospectuses, company presentations, etc.),
– collecting and organizing information for the purpose of preparing company financial models,
– preparing financial models with the use of existing tools (MS Excel spreadsheets), under the supervision of a Project Manager,
– preparing fundamental analyses of companies, ratio analyses, company valuations with DCF (Discounted Cash Flow) and market multiples methods,
– taking an active part in acquiring clients as well as presentation meetings with potential clients.
An Analyst maintains everyday working contact with a client’s management team and employees, takes part in meetings and is responsible for collecting and processing financial and other source data. An Analyst is also responsible for managing working contacts with potential investors and financial institutions involved in a transaction.
Over time, an Analyst will gradually begin to take part in non-analytical aspects of a project, such as drafting transaction strategies and structures, negotiating transaction terms and conditions, preparing Term Sheets, etc.
After a period of two years, we expect an Analyst to have completed a number (five to seven) of Investment Memoranda and financial models. At the outset we offer full support to Analysts, and enable them to prepare these documents and studies individually by the end of this initial period.
At this stage we require an Analyst to pass the CFA Level II exam (www.cfainstitute.org), for which Capital One Advisers provides financial support. Following this, an Analyst is promoted to the position of Consultant.
Having passed the CFA Level II exam, you should be prepared to begin work independently with clients as a Consultant. A Consultant concentrates on:
– supporting Project Managers and Partners in project development – helping them acquire new projects and Clients through arranging and participating in presentations and meetings,
– providing advice to Clients in the area of financial analysis, elements of strategic consulting, creating optimum financing strategies, etc., under the supervision of a Project Manager. At this stage, a Consultant closely cooperates with an internal analytical team in order to obtain an analytical background for defining respective strategies,
– preparing advisory and transaction elements of company and transaction information materials, such as Investment Memoranda and Teasers,
– actively supporting a Project Manager in managing advisory projects; active participation in the entire transaction process, including negotiation meetings.
We envisage this period to take another two years. A Consultant should participate in numerous (again five to seven) projects and then pass the CFA Level III exam (www.cfainstitute.org), for which Capital One Advisers provides financial support. Following this, the Consultant should be professionally prepared to manage projects individually as a Project Manager.
Having passed the CFA Level III exam, a Consultant ought to be ready to start individual work on an advisory project as a Project Manager. A Project Manager should concentrate on:
– new project development – acquiring new clients and negotiating terms of cooperation,
– planning and budgeting advisory projects in agreement with the client and planning internal budgets and resources accordingly,
– executing projects according to a planned time-frame and within a given budget,
– coordinating all transaction parties and members of a project team (including legal and tax experts, brokerage firms, financial auditors, etc.),
– managing and supervising an analytical team to guarantee the preparation of all required documentation and materials necessary for closing a transaction,
– all other aspects of a project that may influence a client’s satisfaction and its final result.
After a further three years and having succeeded in the independent management of numerous (seven to nine) advisory projects, a Project Manager should be ready to become a Partner at Capital One Advisers.
Throughout your career path we enable you to participate in internal and external training and selected professional conferences, allowing you to broaden your professional knowledge and expertise and to develop personal relationships on the capital and financial markets.
Should this career path match your expectations, please send us your CV and cover letter at hr(at)capitalone.pl.
In your application please include the following clause:
“I hereby give my consent to Capital One Group to process and store my personal data included in the application and use them in the course of the further recruitment process (according to the respective Act concerning Personal Data Protection issued on 29 August 1997, Journal of Laws No. 133, Item 883).”