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 industry leaders.
- 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 70000 - 90000 £ 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 an Associate Director, 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, gained in M&A advisory, investment banking or corporate development roles
- Experience in the Financial Services sector is a must
- Preference for candidates with experience in banking / lending / speciality finance
- 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
- Excellent financial modelling ability, tested via a case study
- 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
- 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
Associate Director, M&A Advisory - Financial Services in London employer: Interpath Ltd
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 unique exposure to high-profile transactions and a supportive atmosphere that values each team member's contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director, M&A Advisory - Financial Services in London
✨Network Like a Pro
Get out there and connect with industry professionals! Attend networking events, webinars, or even casual meet-ups. The more people you know in the Financial Services sector, the better your chances of landing that Associate Director role.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your M&A experience and financial knowledge. Share specific examples of how you've contributed to successful transactions or analyses in the past. This will help you stand out from the crowd!
✨Prepare for the Case Study
Since financial modelling is a core responsibility, brush up on your Excel skills and be ready for a case study during the interview process. Practice building models from scratch and analysing complex data sets to show off your expertise.
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Interpath and contributing to our success in the Financial Services M&A Advisory space.
We think you need these skills to ace Associate Director, M&A Advisory - Financial Services in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Associate Director role. Highlight your M&A experience, especially in Financial Services, and showcase any relevant projects you've worked on. 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 tell us why you're passionate about M&A advisory and how your background makes you a perfect fit for our team. Be sure to mention specific experiences that demonstrate your expertise.
Showcase Your Financial Modelling Skills:Since financial modelling is a core responsibility, make sure to highlight your proficiency in this area. If you have examples of models you've built or complex data sets you've analysed, include them in your application to impress us!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you're keen on joining our team at Interpath!
How to prepare for a job interview at Interpath Ltd
✨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, especially in banking and lending. This knowledge will not only impress your interviewers but also help you answer questions with confidence.
✨Master Financial Modelling
Since financial modelling is a core responsibility for this role, practice building Excel models from scratch. Be prepared for a case study during the interview where you'll need to showcase your skills. Familiarise yourself with common financial metrics and how to interpret them.
✨Showcase Your Analytical Skills
Be ready to discuss how you've assessed large data sets in previous roles. Prepare examples that highlight your ability to derive insights from complex information. This will demonstrate your analytical prowess and your capability to support clients effectively.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this position. Practice delivering client presentations and explaining complex concepts in simple terms. During the interview, focus on articulating your thoughts clearly and engagingly, as this will reflect your interpersonal skills.
