Origination Executive - Corporate Finance

Job description

We are seeking a proactive and results-driven Origination Executive to join our Business Development & Marketing team, focused on Corporate Finance origination. This role involves identifying and engaging with senior executives at target companies through cold outreach (email, telephone, LinkedIn), with the aim of generating qualified leads and nurturing relationships that lead to new mandates in M&A advisory, due diligence, and capital markets transactions. The Origination Executive will work out of Crowe’s London office three times a week, with the other two days worked from home.

The successful applicant will have strong communication and interpersonal skills, demonstrable commercial awareness and be comfortable working in a targeted environment.

Key Responsibilities

Lead Generation & Outreach

• Conduct cold outreach, primarily over email to C-suite executives, owners, and decision-makers at target companies.
• Research and build prospect lists aligned with Crowe’s strategic sectors and deal criteria.
• Qualify leads and schedule introductory meetings for senior Corporate Finance team members.

Market Intelligence & Targeting

• Monitor market trends, deal activity, and corporate developments to identify potential opportunities.
• Maintain and update CRM system (MS Dynamics 365) with outreach activity, lead status, and contact information.

Collaboration & Reporting

• Work closely with Corporate Finance Directors and Marketing to align outreach campaigns with strategic goals.
• Provide regular reporting on outreach performance, pipeline development, and conversion metrics.

Brand Representation

• Represent Crowe UK professionally in all communications, ensuring messaging aligns with the firm’s values and service offerings.
• Support the development of outreach materials

Required Skills & Experience

• Proven experience in B2B sales, business development, or lead generation—ideally within financial services, professional services, or consulting.
• Strong communication skills, particularly over the phone and via email.
• Confidence in engaging with senior executives and articulating value propositions.
• Ability to work independently, manage time effectively, and meet outreach targets.
• Familiarity with CRM systems (MS Dynamics 365)
• A genuine interest in corporate finance, M&A, and capital markets.

Desirable Qualifications

• Degree in Business, Finance, Economics, or a related field.
• Experience working in or with corporate finance teams, investment banks, or advisory firms.

About Crowe

Crowe in the UK is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in more than 150 countries and across 700+ offices globally.

The talent of our people, our size, our structure and our values mean our clients can rely on a depth of specialist knowledge and personal delivery from the professionals they work with.

The needs and ambitions of our clients – businesses of all sizes, professional practices, social purpose and non-profit organisations, pension funds and private clients – define the advice we apply to help them to make smarter decisions today that create lasting value in the future, which is why we see our clients stay with us year after year.

Why choose Crowe?

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and risk services.

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