M&A Associate

A leading middle-market investment bank and wealth management firm in London seeks a driven M&A Associate. This global firm offers comprehensive financial advisory and capital markets services to corporations, institutions, and high-net-worth individuals, with its London office being a key hub for bespoke M&A solutions.

My client\’s Mergers & Acquisitions team in London provides strategic advisory services on complex transactions, including sell-side, buy-side, mergers, and divestitures. This role offers the opportunity to work on diverse transactions, gaining significant exposure to all phases of deal execution. While general M&A experience is valued, candidates with specific experience and an interest in the Insurance sector are particularly encouraged to apply.

Key Responsibilities:

• Playing a key role in all aspects of M&A deal execution, from origination support to closing.
• Developing detailed financial models, including valuation models (DCF, precedent transactions, comparable company analysis), LBO models, and accretion/dilution analysis.
• Preparing comprehensive client presentations, pitch books, and transaction marketing materials (e.g., teasers, information memoranda).
• Conducting in-depth industry and company-specific research and analysis.
• Managing and performing due diligence processes, including coordinating with legal, accounting, and other third-party advisors.
• Assisting in the negotiation of transaction terms and documentation.
• Supporting senior bankers in client relationship management and business development efforts.
• Mentoring and guiding junior team members (Analysts) on financial modeling and project execution.

Skills, Experience, Qualifications, and Knowledge Required:

• 3-5 years of experience in Investment Banking (M&A preferred), Private Equity, or Corporate Development at a reputable firm.
• Strong understanding of corporate finance, valuation methodologies, and accounting principles.
• Exceptional financial modeling and analytical skills.
• Proficiency in Excel and PowerPoint.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and concisely.
• Ability to manage multiple projects simultaneously in a fast-paced, deadline-driven environment.
• Strong work ethic, attention to detail, and a proactive attitude.
• Demonstrated ability to work effectively as part of a lean, high-performing team.
• Bachelor\’s degree in Finance, Economics, Accounting, or a related quantitative field.
• Preferred:
  • Prior M&A deal experience within the Insurance sector (insurance carriers, brokers, insurtech, etc.).
  • Chartered Accountant (ACA) qualification or equivalent is beneficial

Desired Attributes:

• A proactive and entrepreneurial mindset, eager to contribute to business growth.
• High intellectual curiosity and a continuous desire to learn.
• Ability to build strong internal and external relationships.
• Commitment to delivering high-quality work with integrity.

If you are an ambitious and skilled M&A professional looking to make a significant impact within a collaborative and client-focused environment, we invite you to apply.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

About the job

Contract Type: FULL_TIME

Focus: Distribution & Front Office

Workplace Type: Hybrid

Experience Level: Associate

Location: London

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Distribution & Front Office

Industry: Financial Services

Salary: £70,000 – £100,000 per annum

Workplace Type: Hybrid

Experience Level: Associate

Location: London

FULL_TIME

Job Reference: ZYD71I-F92B1FD2

Date posted: 29 May 2025

Consultant: Storm Glautier

london banking-financial-services/distribution-front-office 2025-05-29 2025-07-28 financial-services London London GB GBP 70000 100000 100000 YEAR Robert Walters true

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