Critical thinking: weighing the pros and cons of funding options.
Intellect and Numeracy: spotting risks like high repayments or loss of control.
Innovation: preparing for future developments by aligning advice with the client’s long-term business goals.

As a trainee, developing these skills will help you contribute meaningfully in Finance and set you up for success across the firm.

"} 63:{"_id":"image","column":"side","type":"image","label":"Team Waving","src":"https://cdn-assets.theforage.com/images/shorts/content/ao-shearman/m1-p06-team-building.svg","width":"480px","height":"300px"} 64:{"_id":"finance-advising-the-client-instructions","type":"html","html":"

After discussing the options in the team meeting, the Finance partner drafts a clear email to Solaris-Next with the team’s recommendation.

This decision highlights what Finance lawyers do best: balancing risks, protecting client interests, and ensuring that funding choices support long-term strategy.

You are then asked to review the email carefully before sending to the client.

"} 65:{"_id":"finance-advising-the-client-email-quote","type":"quote","html":"

Subject: Recommendation on Solar Farm Funding

Dear Solaris-Next team,

We recommend moving forward with a loan. It may be expensive, but it’s easier to change than a bond – and it allows you to keep full ownership of the business.

We’ll continue monitoring terms to ensure the deal remains in your best interests.

Best regards,
A&O Shearman – Finance team

","center":false,"showQuoteIcon":false} 68:{"_id":"send","label":"Send ✉️"} 67:["$68"] 66:{"_id":"finance-advising-the-client-send","type":"multiple-choice-no-sections","options":"$67"} 69:{"_id":"image","column":"side","type":"image","label":"Team Waving","src":"https://cdn-assets.theforage.com/images/shorts/content/ao-shearman/m1-p07-analyze-data.svg","width":"4

Company Essentials: A&O Shearman