At a Glance
- Tasks: Advise on live investment banking transactions and provide strategic input.
- Company: Join Palmstone Capital, a leading investment banking advisory firm.
- Benefits: Competitive performance-based pay and access to exclusive deals.
- Other info: Work with top-tier professionals and enjoy zero time commitment.
- Why this job: Leverage your expertise and relationships in a flexible, ad-hoc role.
- Qualifications: 10+ years in investment banking or M&A with a strong network.
The predicted salary is between 54000 - 66000 £ per year.
About The Company
Palmstone Capital is the investment banking advisory arm of the Palmstone Group, a private international holding and investment group. We advise mid-market companies on capital raising and M&A transactions. Our advisory network includes senior professionals from institutions including JPMorgan, Citi, and Lazard, with over $14B in aggregate transaction volume. Our model combines institutional investment banking discipline with entrepreneurial speed and proprietary deal-origination systems.
About The Role
We’re looking for experienced investment banking, capital markets, or M&A professionals to advise on live transactions on an ad hoc basis. When a mandate matches your expertise, we engage you directly. You bring credibility, sector knowledge, and your relationships. We handle deal origination, execution, and infrastructure. This is not a full-time position. This is on an Ad-Hoc basis. There is no minimum time commitment and no exclusivity.
What You’ll Do
- Support live mandates where your expertise adds direct value
- Join select client or investor calls to strengthen senior-level positioning
- Provide strategic input on deal structuring, valuation, or capital markets positioning
- Leverage your relationships to support capital raising or buyer sourcing efforts
- Refer qualified deal opportunities where relevant
What We’re Looking For
- 10+ years in investment banking, M&A advisory, capital markets, private equity, or corporate finance
- Track record of closed transactions
- Active professional relationships with investors, founders, or corporate decision-makers
- Based anywhere globally
Ideal backgrounds: Former MDs or Directors at investment banks, PE professionals, senior corporate finance advisors, or experienced M&A intermediaries.
What You Get
- Competitive performance-based compensation discussed individually with qualified candidates
- Access to live mandates across capital raising and M&A - we bring you in when a deal fits your profile
- Institutional-grade execution infrastructure - deal teams, outbound systems, and investor databases handle the heavy lifting
- Zero time commitment, zero exclusivity - we reach out when a mandate fits your profile
- Work alongside senior professionals from top-tier institutions
Senior Advisor – Investment Banking employer: Palmstone Capital
Palmstone Capital offers a unique opportunity for seasoned investment banking professionals to engage in high-impact advisory roles without the constraints of a full-time commitment. With access to a robust network and institutional-grade execution infrastructure, employees can leverage their expertise and relationships while enjoying competitive performance-based compensation. The company's dynamic work culture fosters collaboration with top-tier professionals, making it an attractive environment for those seeking meaningful and flexible employment in the investment banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Advisor – Investment Banking
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Palmstone Capital, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Palmstone Capital.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Palmstone Capital.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Palmstone Capital, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Advisor – Investment Banking
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Palmstone Capital want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Palmstone Capital.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Palmstone Capital will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Palmstone Capital. Numbers speak louder than words!
How to prepare for a job interview at Palmstone Capital
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Palmstone Capital want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withPalmstone Capital.
