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
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 - 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
Associate Director, M&A Advisory - Financial Services - Interpath Advisory in London employer: Jobs via eFinancialCareers
Interpath Advisory is an exceptional employer, offering a dynamic and independent work environment that empowers professionals to thrive in the fast-paced world of financial services M&A. With a strong focus on employee development, our culture fosters collaboration and innovation, providing ample opportunities for growth and exposure to high-profile transactions. Located in a vibrant market, we are well-positioned to support our team in achieving their career aspirations while delivering outstanding value to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director, M&A Advisory - Financial Services - Interpath Advisory in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Ace the Informational Interview
Set up informal chats with people working in M&A or financial services. Ask them about their experiences and insights. This not only helps you learn but also shows your genuine interest in the field, making you more memorable when opportunities arise.
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your financial modelling skills or discuss recent market trends. Bring examples of your work or case studies to the conversation. It’s all about proving you can add value!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and genuinely interested in joining our team at Interpath Advisory.
We think you need these skills to ace Associate Director, 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 Associate Director role. Highlight your M&A experience, especially in Financial Services, and showcase any relevant projects or achievements that align with what we're looking for.
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 add value to our team.
Apply Through Our Website:We encourage you to apply directly through our website. This way, your application will go straight to us, and we can get a better sense of your fit for the role. Plus, it’s super easy!
How to prepare for a job interview at Jobs via eFinancialCareers
✨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 to showcase your skills during the interview, as they may include a case study or practical exercise to test your abilities.
✨Prepare for Client Presentations
You’ll need to deliver clear and compelling presentations to clients. Practice articulating complex financial concepts in a straightforward manner. Consider doing mock presentations to friends or colleagues to refine your delivery and receive feedback.
✨Showcase Your Team Spirit
Interpath values collaboration, so be ready to discuss your experience working in cross-functional teams. Highlight instances where you’ve successfully managed junior colleagues or contributed to team projects, demonstrating your ability to work seamlessly with others.
