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For Companies At a Glance
- Tasks: Lead M&A transactions in financial services, managing everything from due diligence to negotiations.
- Company: Join a dynamic UK mid-market corporate finance house with a focus on growth.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Be part of a team that shapes the future of financial services while building valuable client relationships.
- Qualifications: 7+ years in mid-market IB or big 4/big 6 with strong financial modelling and communication skills.
- Other info: Open to generalists eager to specialise in financial services.
The predicted salary is between 48000 - 84000 £ per year.
Pearse Partners has partnered with a UK mid market corporate finance house looking to expand their Financial Services M&A team with an Associate Director from an IB or big 4/big 6 accountancy firm. Targeting a financial services background, but open to a generalist looking to specialise.
Key responsibilities:
- Originate and execute M&A transactions across the financial services sector, including asset-light, wealth management, and payments.
- Lead deal execution from start to finish, including managing due diligence, valuation, financial modelling, preparation of marketing materials, and negotiation of transaction documents.
- Build and manage client relationships.
Ideal Background:
- 7+ years working in a mid market IB or big 4/big 6 accountancy firm M&A deal experience across financial services.
- Excellent financial modelling and valuation skillset.
- Excellent verbal and written communication.
Associate Director - Financial Services M&A employer: Pearse Partners
Contact Detail:
Pearse Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director - Financial Services M&A
✨Tip Number 1
Network with professionals in the financial services M&A sector. Attend industry events, webinars, and conferences to meet potential colleagues and clients. Building relationships can often lead to job opportunities that aren't publicly advertised.
✨Tip Number 2
Stay updated on the latest trends and developments in financial services M&A. Subscribe to relevant publications and follow thought leaders on social media. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Consider reaching out to current or former employees of the company you're interested in. Informational interviews can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 4
Prepare for case studies or technical assessments that may be part of the interview process. Brush up on your financial modelling and valuation skills, as these are crucial for the role. Practising with real-world scenarios can give you an edge over other candidates.
We think you need these skills to ace Associate Director - Financial Services M&A
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in M&A transactions, particularly within the financial services sector. Emphasise your skills in financial modelling and valuation, as well as any leadership roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Discuss your experience in originating and executing M&A transactions and how you can contribute to building client relationships.
Showcase Your Communication Skills: Since excellent verbal and written communication is crucial for this role, ensure your application materials are well-written and free of errors. Consider including examples of how you've effectively communicated complex financial concepts in previous roles.
Highlight Relevant Achievements: In both your CV and cover letter, include specific achievements that demonstrate your success in M&A transactions. Use quantifiable metrics where possible, such as the value of deals closed or the number of clients managed.
How to prepare for a job interview at Pearse Partners
✨Showcase Your M&A Experience
Be prepared to discuss your previous M&A transactions in detail. Highlight your role in the deal execution process, particularly in areas like due diligence and financial modelling, as this will demonstrate your hands-on experience.
✨Demonstrate Financial Services Knowledge
Since the role focuses on financial services, brush up on current trends and challenges in the sector. Being able to discuss recent developments or case studies will show your genuine interest and expertise.
✨Prepare for Technical Questions
Expect technical questions related to valuation and financial modelling. Practise explaining your methodologies clearly and concisely, as strong communication skills are essential for this position.
✨Build Rapport with Interviewers
Client relationship management is key in this role. During the interview, aim to build a connection with your interviewers by being personable and engaging, which reflects your ability to manage client relationships effectively.
