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 independence and excellence.
- 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
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
- Excellent financial modelling ability - this skill will be 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 - Interpath Advisory employer: Jobs via eFinancialCareers
Interpath Advisory is an exceptional employer that fosters a dynamic and independent work environment, allowing professionals to thrive in the fast-paced world of financial services M&A. With a strong emphasis on employee growth, our culture encourages collaboration and innovation, providing ample opportunities for career advancement while working alongside industry experts. Located in a vibrant market, we offer our team members the chance to engage with a diverse range of clients and projects, making every day both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director, M&A Advisory - Financial Services - Interpath Advisory
✨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. The more connections you make, the better your chances of landing that Associate Director role.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or clients, be ready to discuss your M&A experience and how you've tackled complex transactions. Bring examples of your financial modelling work and be prepared to talk through your thought process.
✨Tip Number 3
Stay updated on market trends! Make sure you’re clued up on the latest developments in the financial services sector. This will not only help you in interviews but also show that you’re genuinely interested in the field and ready to contribute from day one.
✨Tip Number 4
Apply through our website! We love seeing candidates who are proactive. By applying directly, you’ll have a better chance of standing out. Plus, it shows you’re serious about joining our team at Interpath Advisory and contributing to our growth in the M&A space.
We think you need these skills to ace Associate Director, M&A Advisory - Financial Services - Interpath Advisory
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 or achievements that align with what we do at Interpath.
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 help us drive business development and execute deals effectively.
Showcase Your Analytical Skills:Since you'll be dealing with complex data sets, make sure to highlight your financial modelling skills and any experience you have with tools like Excel or Power BI. We want to see how you can provide insights and support our clients.
Apply Through Our Website:We encourage you to apply directly through our website. This way, your application will reach us faster, and you’ll be one step closer to joining our dynamic team at Interpath!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your M&A Fundamentals
Brush up on your M&A knowledge, especially in the Financial Services sector. Be prepared to discuss recent trends, key players, and specific case studies that highlight your understanding of mergers and acquisitions. This will show your passion and expertise in the field.
✨Master Financial Modelling
Since financial modelling is a core responsibility, practice building Excel models from scratch. Familiarise yourself with common financial metrics and valuation techniques. You might even want to prepare for a case study during the interview, so being sharp on this will give you an edge.
✨Showcase Your Analytical Skills
Be ready to demonstrate your ability to assess and analyse large data sets. Prepare examples of how you've used data to drive insights or decisions in past roles. This will highlight your analytical prowess and your capability to handle complex information.
✨Communicate Clearly and Confidently
Practice your presentation skills, as you'll need to deliver client presentations effectively. Focus on clarity and conciseness, and be prepared to answer questions on the spot. Good communication can set you apart, especially in a client-facing role like this one.
