At a Glance
- Tasks: Lead M&A transactions in Financial Services, from origination to execution.
- Company: Join a dynamic financial advisory firm with a focus on innovation and independence.
- Benefits: Competitive salary, professional development, and exposure to senior clients.
- Other info: Collaborative environment with opportunities for career growth and learning.
- Why this job: Make a real impact in the fast-paced world of M&A and financial services.
- Qualifications: Direct M&A experience and strong financial analysis skills required.
The predicted salary is between 60000 - 80000 £ 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 team has ambitions to extend coverage to other sub-sectors such as asset & wealth managers and insurance 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 a Manager, who will gain significant exposure and participate proactively to originate, drive business development, help senior colleagues in executing deals, perform sector analysis and contribute towards team building.
The candidate will play a key role in the execution of M&A transactions. Working closely with the senior team members, the candidate will contribute to each stage of the transaction process – from initial pitch and financial modelling to drafting IMs, project management, deal structuring and execution.
The day-to-day tasks will include:
- Managing and assisting in the origination and 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
- Overseeing and supporting the preparation of data and marketing materials to support a transaction process
- Preparing and delivering client presentations in a clear and compelling manner
- Supporting and coordinating Due Diligence processes
- Acquiring and maintaining up to date knowledge of buyers, sellers, our services, risk, and competitors
- Managing junior colleagues and ensuring their work is thoroughly reviewed and guidance provided
- Efficient use of databases and other 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
Requirements:
- Direct M&A experience - this could have been gained in M&A advisory, investment banking or in corporate development roles
- Experience in the Financial Services sector is a must
- Preference for candidates that have experience in banking / lending / speciality finance and not only pure Wealth / Asset Management / Broking experience (can have both). Experience in Insurance is a plus.
- 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 – note this skill will be tested via a case study. 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 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
- Capable of working under pressure and in a context of shifting priorities
- Excellent communication and presentation skills – both verbal and written, which will be tested
- High attention to detail
- Strong academic background and results
- Proficiency in the use of Excel, Power Point, Word and Outlook. Experience with financial databases such as Capital IQ, Pitchbook and MergerMarket is desirable.
- Proficiency (both written and spoken) in English
Manager, M&A Advisory - Financial Services in London employer: Interpath Advisory
Interpath is an exceptional employer that fosters a dynamic and independent work environment, allowing professionals to thrive in the fast-paced world of financial advisory. With a strong emphasis on employee growth, our culture encourages collaboration and innovation, providing ample opportunities for career advancement within the Financial Services M&A Advisory team. Located in a vibrant market, we offer our employees the chance to engage with a diverse range of clients and sectors, making every day both challenging and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Manager, M&A Advisory - Financial Services in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or colleagues, be ready to discuss your M&A experience and how you've tackled complex transactions. Bring along examples of your work, like financial models or presentations, to really impress them.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you’re interested in, like Interpath, and express your enthusiasm for their work. A well-timed email can make all the difference and show that you’re genuinely interested.
✨Tip Number 4
Keep learning! Stay updated on market trends and regulatory changes in the financial services sector. This knowledge will not only help you in interviews but also position you as a valuable asset to any team. Plus, it shows you’re committed to your professional growth!
We think you need these skills to ace Manager, M&A Advisory - Financial Services in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the M&A Advisory role. Highlight your relevant experience in financial services and any direct M&A experience you have. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share your passion for M&A and how your background in financial services can contribute to our team. Keep it engaging and personal!
Showcase Your Analytical Skills:Since the role involves a lot of financial analysis, make sure to highlight your analytical skills in your application. Mention any experience with financial modelling or data analysis tools like Excel or Power BI.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Interpath Advisory
✨Know Your Financial Services Inside Out
Make sure you brush up on the latest trends and developments in the financial services sector. Understand the nuances of M&A transactions specific to this industry, as well as the key players involved. This knowledge will not only impress your interviewers but also help you engage in meaningful discussions.
✨Master Financial Modelling
Since financial modelling is a core responsibility for this role, practice building high-quality Excel models from scratch. Be prepared for a case study during the interview that tests your ability to analyse complex data sets. Show them you can handle numbers like a pro!
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage multiple deals simultaneously. Think about past experiences where you've successfully navigated challenges in M&A transactions and be ready to share those stories.
✨Showcase Your Interpersonal Skills
This role requires excellent communication and presentation skills. Practice articulating your thoughts clearly and confidently. Be ready to demonstrate how you can collaborate with cross-functional teams and manage junior colleagues effectively, as teamwork is key in this position.
