“Drive strategic growth. Shape investment decisions. Deliver real impact.”
At Castle Trust Bank, we pride ourselves in being a fintech challenger bank, providing specialist property mortgages, retail finance lending and savings accounts to a variety of customers.
This role is based in London on a hybrid capacity working 3 days a week in the office and 2 days at home.
The role and what you’ll lead and deliver:
We are seeking a highly analytical and commercially minded Corporate Development Analyst to support strategic growth initiatives across the Bank.
Working closely with Head of Corporate Development and Executive Management team, you will play a key analytical role in evaluating, executing and integrating mergers, acquisitions, divestments and strategic investments. This is a senior, investor-facing position offering direct exposure to executive decision-making and the opportunity to influence the Bank’s strategic direction.
You will collaborate across the organisation to identify opportunities, analyse investment cases and support delivery of initiatives that drive long-term value.
Strategic & Transaction Support
- Partner with the Head of Corporate Development to prepare high-quality materials for Executive Committee, Board and investor meetings
- Support evaluation and execution of M&A transactions, divestments and strategic investments
- Work closely with business areas to identify strategic growth opportunities and improvement initiatives
Financial Analysis & Valuation
- Develop and maintain robust financial models (DCF, comparable company analysis, precedent transactions)
- Analyse target company financials, forecasts and key value drivers
- Support valuation assessments and investment recommendations
- Provide clear, data-driven insights to inform strategic decisions
Due Diligence & Integration
- Support financial due diligence processes
- Assist with integration planning and synergy identification/tracking
- Support post-acquisition performance monitoring and reporting
- Help ensure alignment between deal assumptions and post-close execution
What you’ll bring:
Essential
- Strong financial modelling and analytical capability
- Prior Experience in M&A, corporate finance, investment banking, transaction services or strategy
- Excel (ideally advanced) with ability to do Model running – turning vast datasets into financial models
- Business degree or relevant professional qualification, ideally ACCA or CIMA qualified so that you understand the models
- Experience looking at credit risk/portfolio of potential M&A transactions
- Excellent attention to detail and problem-solving skills
- Ability to manage multiple workstreams in a fast-paced environment
- Strong written and verbal communication skills
- Highly organised, forward-thinking and adaptable approach
- Strong understanding of the challenger banking environment and regulatory landscape
- Resilient, works well under pressure and a self-starter
- Ability to work both independently and collaboratively
Desirable
- Solid understanding of accounting principles and financial statements
- Experience working with senior stakeholders and investors
Why join Castle Trust Bank?
As well playing a key role in helping to shape the Bank’s strategic growth and investment agenda, you will get the opportunity to partner with the Chief of Staff and Executive leadership to gain investor exposure.
In addition, you will receive:
- Competitive salary
- Performance bonus (based on individual and company performance)
- Generous contributory pension through Hargreaves Lansdown
- Life Assurance
- 25 days’ holiday + option to buy/sell 5 days
- Additional paid volunteering day
- Private healthcare through Equipsme (includes cash back for Dental and Optical treatment)
- Free access to BHSF Rise EAP to support colleague health and wellbeing
- Gym discounts
- Season ticket travel loans (if applicable)
- A supportive, inclusive culture where your work has real impact
Caught your attention? If so, we’d love to talk to you and tell you more about what it’s like to work at Castle Trust Bank - The Place To Work!
Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status/characteristic protected by law and will always base our decisions on merit.
We are proud to support people with disabilities and are committed to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role you will be offered an interview. Should you require any reasonable adjustment to support you in your application for one of our opportunities, please contact [email protected]
https://www.castletrust.co.uk/careers/who-we-are
Skills Required
- Strong financial modelling and analytical capability
- Prior experience in M&A, corporate finance, investment banking, transaction services or strategy
- Advanced Excel with ability to build and run financial models from large datasets
- Business degree or relevant professional qualification
- ACCA or CIMA qualification (ideally)
- Experience assessing credit risk/portfolio for potential M&A transactions
- Excellent attention to detail and problem-solving skills
- Ability to manage multiple workstreams in a fast-paced environment
- Strong written and verbal communication skills
- Highly organised, forward-thinking and adaptable
- Strong understanding of challenger banking environment and regulatory landscape
- Resilient, works well under pressure and a self-starter
- Ability to work independently and collaboratively
- Solid understanding of accounting principles and financial statements
- Experience working with senior stakeholders and investors
What We Do
Traditional financial service providers are often burdened with costly overheads including expensive branch networks, inflexible technology and huge armies of people. At Castle Trust Bank, we keep our overheads to a minimum and we use savings proceeds to fund our lending solutions. In the past, we offered investment products to our customers which proved very popular. As a bank, we now offer savings accounts, giving our customers the added benefit of FSCS protection for their deposits. Our history means that we have a strong understanding of what our customers need and have built our savings range with those customers and their needs front of mind. In a complex world, we strive for openness and clarity. We place the highest importance on treating our customers fairly not just because it's the right thing to do but because we know that the trust of our customers is crucial to our future success. We recognise that for many mortgage customers, traditional solutions don't cut the mustard. These customers can often have high quality assets but unconventional income and so find it difficult to borrow at reasonable rates and on sensible terms. What experienced buy to let investors need is lending with imagination. They need a lender that recognises cash flow and net worth are not the same thing. They need a lender that is flexible in their approach and makes considered, logical decisions. Castle Trust Bank is that lender. We also offer point of sale finance through our Omni Capital Retail Finance arm. Partnering with retailers nationwide, we support their business by offering finance plans to their customers. OmniPort technology gives retailers paperless credit approval which fits seamlessly with their sales processes and customers can use our dedicated customer portal to keep up to date with their loans
