At a Glance
- Tasks: Support M&A transactions and corporate finance activities in a dynamic financial environment.
- Company: Join Peel Hunt, a leading name in UK financial services with a strong reputation.
- Benefits: Competitive salary, professional development, and exposure to high-profile clients.
- Why this job: Deepen your expertise in the Financial Institutions sector while working with top professionals.
- Qualifications: 3-4 years in investment banking with strong financial modelling and analytical skills.
- Other info: Collaborative team culture with opportunities for career growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Overview
The Investment Banking Department provides a full range of corporate advisory and broking services, whether this be guiding clients through transactions (such as raising capital or M&A) or providing market and sector intelligence. The department is sector focused, operating across eight sector verticals (FIG, Consumer, Healthcare, Real Estate, Industrials, Investment Funds, TMT and Natural Resources), aligning the Investment Banking department to leverage Research analysts’ knowledge and sector intelligence. Dedicated ECM Syndicate, M&A, IPO Origination and IR teams support the sector teams.
We’re seeking an experienced Associate or Senior Analyst with 3 - 4 years’ experience to join our leading Financial Institutions Group (FIG) within Peel Hunt’s Investment Banking division. This is an opportunity to be part of our specialist FIG team and work closely with senior members of the team, supporting a business with a strong reputation across the UK financial services market. The role offers exposure across public markets, private and public M&A, and strategic corporate finance, enabling you to deepen your FIG expertise and engage directly with high‑profile financial institutions. Success in this position requires strong teamwork, collaboration and a commitment to delivering high‑quality client outcomes. If you thrive in a dynamic, high‑performing environment and keen to continue to develop your expertise in this sector, we’d be delighted to hear from you.
Responsibilities
- Supporting the execution of FIG M&A transactions (public and private), equity capital markets activity and broader corporate finance mandates.
- Developing and maintaining detailed financial and valuation models across financial institutions, including DCF, trading comps, transaction comps and sector‑specific approaches.
- Preparing high‑quality transaction materials, including pitchbooks, management presentations, board papers and regulatory‑related documentation.
- Conducting in‑depth industry and company research, including regulatory reviews, market mapping and thematic sector analysis.
- Assisting in the preparation of corporate broking materials, market commentary and ongoing client support for listed clients.
- Engaging directly with clients, advisers and internal stakeholders to progress deal workstreams and deliver timely outputs.
- Undertaking due diligence, data analysis and financial review as part of transaction processes.
- Supporting senior team members in business development activities and contributing to sector insights.
- Completing required training and operating within FCA conduct rules and compliance expectations.
Key Capabilities and Knowledge
- The role is expected to demonstrate strong communication and teamwork abilities, effective project management, high‑quality modelling and robust analytical skills.
- They should be capable of working autonomously, managing multiple priorities in a fast‑paced environment, and consistently delivering accurate, reliable outputs.
- 3 - 4 years’ relevant experience in investment banking and/or corporate broking, ideally with exposure to FIG transactions or clients.
- Strong financial modelling, valuation and analytical skills, with proven ability to produce accurate and high‑quality outputs.
- Demonstrated experience across a mix of public markets, corporate broking, and M&A (public and private).
- A strong interest in and commitment to the Financial Institutions sector, including its regulatory and market environment.
- Excellent communication skills and confidence engaging with clients and advisers.
- Strong work ethic, resilience and the ability to manage multiple workstreams under pressure.
- A collaborative mindset with a willingness to support colleagues across the FIG team and broader Investment Banking department.
- Evidence of drive, initiative and professional maturity.
- High integrity with a strong appreciation for regulatory compliance, conduct expectations and sound judgment.
Role Competencies
- Technical Expertise
- Detail Orientated
- Problem Solving
- Analytical
- Teamwork
- Stakeholder Focus
Associate – Financial Institutions Group employer: Peel Hunt
Contact Detail:
Peel Hunt Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate – Financial Institutions Group
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Ace the Informational Interview
Set up informal chats with folks already working in investment banking or specifically in FIG. This is your chance to learn about their experiences and get insider tips. Plus, it shows your genuine interest in the field, which can make a great impression!
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your financial modelling and analytical skills. Bring examples of your work or even create a mini-presentation. We want to see your expertise in action!
✨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, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Associate – Financial Institutions Group
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate role in the Financial Institutions Group. Highlight your relevant experience, especially in investment banking and M&A, and don’t forget to showcase your financial modelling skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Financial Institutions sector and how your background aligns with our needs. Keep it concise but impactful!
Showcase Your Teamwork Skills: Since collaboration is key in our environment, make sure to include examples of how you've successfully worked in teams. We love seeing candidates who can demonstrate strong communication and teamwork abilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Peel Hunt
✨Know Your Financial Institutions
Make sure you brush up on the latest trends and regulations in the financial institutions sector. Being able to discuss recent M&A transactions or market movements will show your genuine interest and expertise, which is crucial for this role.
✨Master Your Modelling Skills
Since strong financial modelling is key for this position, practice building DCF models and trading comps before the interview. Be ready to explain your thought process and how you approach valuation, as this will demonstrate your analytical skills.
✨Prepare High-Quality Materials
Get familiar with creating pitchbooks and management presentations. You might be asked about your experience in preparing these documents, so having examples ready will help you stand out and show your attention to detail.
✨Showcase Your Teamwork
This role requires collaboration, so think of examples where you've successfully worked in a team. Be prepared to discuss how you’ve supported colleagues in past projects and how you handle multiple priorities in a fast-paced environment.