Assistant Manager, M&A Advisory - Financial Services in London

Assistant Manager, M&A Advisory - Financial Services in London

London Full-Time 54000 - 66000 £ / year (est.) Home office (partial)
Interpath Advisory

At a Glance

  • Tasks: Assist in executing M&A transactions and perform financial analysis in the Financial Services sector.
  • Company: Join a dynamic financial advisory firm with a focus on innovation and independence.
  • Benefits: Competitive salary, professional development, and exposure to senior industry leaders.
  • Other info: Collaborative environment with opportunities for growth and direct client interaction.
  • Why this job: Make a real impact in M&A while working on exciting deals and projects.
  • Qualifications: Experience in M&A advisory or related fields, strong financial modelling skills required.

The predicted salary is between 54000 - 66000 £ per year.

Interpath is a financial advisory business with a broad range of specialisms, established to provide our professionals with an agile, independent, and conflict-free environment to excel. We support our clients in creating, defending, preserving, sustaining, and growing value through the business cycle, serving both regional SMEs and large, complex multi-national organisations.

The Financial Services M&A Advisory team is well connected in the industry with businesses, banks, Private Equity and diversified funds providing a broad sector coverage with a proven track record of helping lending platforms, banks, fintech, servicers, loan brokers, and other related companies.

The core service offering of the Financial Services M&A team includes:

  • Sell-side mandates and buy-side advice on mergers and acquisitions
  • Strategic advice to clients
  • Equity raises and structured equity trades (i.e., structured notes / preference shares)

We pride ourselves in being highly responsive to our clients, providing outstanding advice, and working as a seamless, cross service-line team where beneficial to our clients. We are seeing significant opportunities in the market (UK and in certain European jurisdictions) where we are well positioned, have strong industry knowledge and technical know-how to originate and execute deals.

As such, we are rapidly building and growing our Financial Services M&A Advisory team and seeking an Assistant Manager, who will play a key role in deal execution through financial modelling, valuation and data analysis, sector research, and effective project management.

The candidate will play a key role in the execution of M&A transactions, working closely with senior team members and contributing to each stage of the transaction process – from creating pitch decks and financial modelling to drafting IMs, project management, deal structuring and execution. The day-to-day tasks will include:

  • Assisting in the execution of M&A transactions in Financial Services
  • Performing financial analysis, strategic business analysis and detailed industry research
  • Assessing large and complex data sets and providing insights to clients and colleagues
  • Supporting the preparation of data and marketing materials to support a transaction process
  • Preparing client presentations in a clear and compelling manner
  • Supporting Due Diligence processes
  • Help maintain a comprehensive database of potential buyers, sellers and situations
  • Efficient use of research tools
  • Market research and analysis of different industry verticals
  • Staying informed about market developments, industry best practices, and regulatory changes affecting M&A transactions
  • Collaborating with cross-functional teams within the firm

Candidates will have direct exposure to all seniority levels internally, as well as direct client contact.

Requirements:

  • Relevant transaction experience gained within M&A advisory, investment banking, corporate development, consulting or a related transactions environment. Experience in the Financial Services sector is advantageous, with a preference for candidates with knowledge of banking, lending, specialty finance, fintech or insurance
  • Knowledge of assessing and analysing loan data tapes will be considered a plus
  • Excellent financial knowledge (accounting and company valuation) and understanding of financial statements. This will be tested during the hiring process including a financial modelling exercise
  • Excellent financial modelling ability – it will be a core responsibility to be able to build high quality Excel models from scratch
  • Ability to assess and analyse large and complex data sets in Excel (is a must) or using other tools such as Power Bi
  • Entrepreneurial spirit with the ability to contribute own ideas and work autonomously
  • Drive, enthusiasm, creativity and excellent interpersonal skills
  • Strong multi-tasking and time management skills

Assistant Manager, M&A Advisory - Financial Services in London employer: Interpath Advisory

Interpath is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture where innovation and collaboration thrive. With a competitive salary and a comprehensive benefits package, team members are supported in their professional journeys while engaging in meaningful advisory work across solvent liquidations and MVLs. Located in the UK, Interpath fosters a supportive environment that encourages mentorship and continuous learning, making it an ideal place for those seeking to make a significant impact in the field of restructuring.

Interpath Advisory

Contact Details:

Interpath Advisory Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Assistant Manager, M&A Advisory - Financial Services in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

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We think you need these skills to ace Assistant Manager, M&A Advisory - Financial Services in London

Financial Modelling
Valuation
Data Analysis
Sector Research
Project Management
M&A Transaction Execution
Financial Analysis

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Interpath Advisory.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Interpath Advisory's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Interpath Advisory

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Interpath Advisory.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Interpath Advisory will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Interpath Advisory employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.