Advisory & Consulting - Monitoring Trustee Post-Graduate Trainee - Finance - 1 Sept 2025 - London

The deadline to apply for this role is Friday 20 December 2024. However, if we receive high numbers of applications before this date we will close the role. We therefore encourage you to apply as soon as possible to avoid disappointment. Once you have submitted your application, please complete your online assessments as soon as possible. In January 2025, we will review all successful applications and advance the strongest candidates to the next stage.

Forvis Mazars : who are we?
Forvis Mazars LLP is the UK firm of Forvis Mazars Group. In the UK we have over 3,300 employees across 14 locations, delivering an outstanding client experience. Forvis Mazars is an engine for rapid and consistent career progression, offering career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. You can find out more about our firm here.

Advisory & Consulting at Forvis Mazars
At Forvis Mazars, our Advisory and Consulting service line is an award winning, global group of successful, entrepreneurial teams. The scope of roles across our service line is broad and varied which is great for our team and clients. The diversity of our service offering enables us to make the time we spend with our clients count by helping them take meaningful, key decisions with confidence and meet their goals.

In Advisory & Consulting, collaboration is at the core of all we do. We have over 700 experts across our teams who operate as subject matter experts across our 7 business units: Crisis and Disputes, Deals and Financing, Financial Services Consulting, Management Consulting, Infrastructure Energy, Sustainability Services and Digital and Risk Insurance, with the aim of adding value to clients by finding solutions to a range of financial issues as one collaborative team.

Join a team that prioritises quality and trust. Our team is commercial, pragmatic, and reactive to the changes in the market whilst also taking the time to ensure our approach is personal and productive.

About the Monitoring Trustee Team
The Monitoring Trustee team is a dynamic consultancy team providing companies and regulatory authorities with advice on devising and monitoring the implementation of competition remedies in merger, anti-trust, and state aid cases. Principally, this involves conducting extensive financial and legal analysis on complex M&A transactions including the structuring of divestments and reporting on the operational health and strategy of international businesses. The team works with a multinational, blue chip client base. Forvis Mazars is regularly appointed as Monitoring Trustee in relation to the world's largest M&A transactions and is a well renowned market leader in the field, working with the European Commission, UK Competition and Markets Authority, and other competition authorities in North and South America as well as in Asia. The Monitoring Trustee team has experienced 100%+ growth over the last 3 years and is looking for talented finance, business, and legal professionals to join our highly competent and diverse team located in London, UK.

Hear from one of our graduate trainees, Luke:
Forvis Mazars has been a fantastic environment for my personal and professional development over the first three years of my career. Being involved in variety of client engagements and having access to training programmes was essential to me in the early stages of my career and Forvis Mazars has consistently provided me with these opportunities. This has allowed me to develop technical skills whilst also developing key soft skills that will support me as I grow within the firm. Culture was also vital to me and the strong culture here, combined with the active social scene, has allowed me to build a network of many different colleagues across different service lines.

About the role
The role of a Consultant is to support the team through all aspects of the project lifecycle; from the sales or ‘business development' process, to project planning, information gathering, exploration of relevant compliance issues, conducting financial and/or legal analysis of various types of data and preparation of deliverables including drafting official reports.

You will be also involved in non-client activities such as assisting with internal projects and research initiatives.

During your first year you will:

• Provide support to managers and supervisors on projects across various client types;
  • Develop a strong understanding of (i) monitoring trustee services, (ii) the monitoring of behavioural and structural remedies and (iii) a variety of industries; and
  • Develop a drafting style in line with the role requirements.

During your second year you will:

• Take more responsibility on projects and begin to assume core roles in project workstreams;
  • Self-review work, ensuring minimal review points are raised by managers;
  • Adopt a more client facing role commensurate to ability; and
  • Increase drafting responsibilities and become involved in more complex financial analysis;
  • Provide guidance to less experienced team members

After two years you will:

• Increased responsibility for developing service lines and business;
  • Lead project workstreams and drive forward project deliverables;
  • Increased ownership of project deliverables including the development of report conclusions and recommendations; and
  • Demonstrate foundational project management capabilities.

As a Consultant the typical daily duties will include:

• Research information and analyse data as required;
  • Assessing business plans, cash flow models, valuations, and monthly financial performance against budget to determine and monitor the operational health of businesses;
  • Drafting official reports, analysis, and presentations on operational strategy, compliance monitoring, and financial viability of businesses for submission to global competition authorities;
  • Liaising with external technical experts to produce analysis on the financial viability of divestment businesses across different industries;
  • Collecting and synthesising information from research and business materials (management reports, accounts, contracts) provided by clients;
  • Drafting client-specific conclusions and recommendations based on research and team discussions;
  • Supporting the monitoring of compliance of parties with commitments offered to competition authorities in the UK, EU and globally (North and South America, Asia);
  • Supporting the assessment of potential purchasers of divestment businesses (e.g., review of business plans, sufficiency financial resources and equity investments, independence etc.);
  • Obtaining in-depth exposure and knowledge of operational strategy across various industries within project teams, including exposure to large M&A transactions in a broad range of sectors; Supporting projects involving the monitoring of complex behavioural commitments (e.g., prices, access, bundling etc.);
  • Maintaining professional working relationships with external stakeholders and your colleagues throughout fieldwork and social activities; and
  • Supporting sales and business development processes by assisting in the preparation of proposals and research notes for new work.

What we're looking for

Essential requirements
Fluency or native proficiency in German, Spanish or Portuguese is essential. You must be able to work with documents and converse confidently in a business setting

On track to achieve or have obtained a Master's degree in a finance, management or business related discipline. Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. You can read about our approach to academics in our FAQs.

Additional requirements
• Deep curiosity to learn new things and is naturally inquisitive;
• The ability to think critically solve problems and share knowledge with others;
• A commitment to self-development and learning;
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises;
• Always looks to try their best in all they do and always looking for ways to improve;
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;
• Works well under pressure and have a positive ‘can-do' attitude if faced with challenging situations;
• Excellent time management skills;
• A willingness to travel and adhere to our flexible working environment.

Learning and development
Our supportive culture includes coaching, mentorship, and one-on-one guidance. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will also receive comprehensive quality training and development to excel in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and become a standout talent. To understand more read our FAQs.

Inclusion and diversity
Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond, is fully supported to be their unique self and provided with a level playing field. To read more about our approach click here.

Next steps
Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible. If you are an international applicant and/or require a visa please view our FAQs before applying to be aware of deadlines and important information you need to know before applying