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 senior team members and contributing 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
Candidates will have direct exposure to all seniority levels internally, as well as direct client contact.
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 - Interpath Advisory in London employer: Interpath Advisory
Interpath Advisory is an exceptional employer that fosters a dynamic and independent work environment, empowering professionals to thrive in the financial advisory sector. With a strong focus on employee growth, we offer significant exposure to high-profile M&A transactions and the opportunity to collaborate with industry leaders, all while being part of a supportive team culture that values innovation and excellence. Located in a vibrant area, our firm provides access to a wealth of resources and networking opportunities, making it an ideal place for ambitious individuals looking to make a meaningful impact in the financial services landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Manager, M&A Advisory - Financial Services - Interpath Advisory in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the M&A space. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for informational chats. 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, bring your A-game. Prepare a portfolio showcasing your financial modelling and analysis work. This will not only demonstrate your expertise but also give you a chance to discuss your thought process behind each project.
✨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 Advisory. Express your enthusiasm for their work and ask if they have any upcoming opportunities. It shows initiative and can set you apart from other candidates.
✨Tip Number 4
Practice makes perfect! Before any interviews, brush up on your financial knowledge and prepare for case studies. Use resources like StudySmarter to refine your skills in financial analysis and modelling. The more prepared you are, the more confident you’ll feel when it’s time to shine!
We think you need these skills to ace Manager, M&A Advisory - Financial Services - Interpath Advisory 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're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about M&A in financial services and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Financial Modelling Skills:Since financial modelling is a core responsibility, make sure to mention any relevant experience or projects you've worked on. If you’ve built models from scratch, let us know – we’re keen to see your expertise!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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, especially around M&A. Familiarise yourself with key players, recent transactions, and regulatory changes. This will not only show your passion for the industry but also help you engage in meaningful discussions during the interview.
✨Master Financial Modelling
Since financial modelling is a core responsibility for this role, practice building Excel models from scratch. Be prepared to showcase your skills through a case study during the interview. Highlight your ability to analyse large data sets and draw insights, as this will be crucial for the position.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and how you handle pressure. Think of examples from your past experiences where you've successfully managed multiple deals or led a team through a challenging project. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Showcase Your Interpersonal Skills
As a Manager, you'll need to collaborate with various teams and communicate effectively with clients. Prepare to discuss how you've built relationships in previous roles and how you can contribute to a seamless, cross-service-line team. Demonstrating strong communication skills will set you apart from other candidates.
