At a Glance
- Tasks: Analyse and value transactions, develop financial models, and collaborate with key stakeholders.
- Company: Leading financial services group with a collaborative and high-performing culture.
- Benefits: Competitive salary up to £85,000, bonus, and excellent career progression.
- Other info: Hybrid working model with significant exposure to senior leadership.
- Why this job: Join a dynamic team and make a tangible impact on high-value acquisitions.
- Qualifications: Experience in financial modelling, valuation, and corporate finance is essential.
The predicted salary is between 85000 - 85000 £ per year.
Location: Wiltshire Area, hybrid 2/3 days in office
Financial Services
Salary: Up to £85,000 + Bonus
We are exclusively partnering with a leading financial services group to appoint an Associate within its Valuation & Structuring team. This pivotal role sits at the heart of an ambitious and highly active acquisition strategy, providing the opportunity to analyse, value and structure transactions across the UK market.
This is an exceptional opportunity to join a collaborative, high-performing team and work closely with Portfolio Managers, alongside finance, legal and commercial stakeholders. You will play a key role in evaluating acquisition opportunities, assessing financial forecasts, and shaping strategic decisions throughout the adviser lifecycle.
Offering significant exposure to senior leadership, excellent career progression prospects, and involvement in complex, high-value transactions, this role is ideal for an ambitious finance professional looking to make a tangible impact within a rapidly growing platform.
- Leading the development of sophisticated financial models to support acquisition valuations and strategic decision-making.
- Assessing target company performance to determine appropriate valuation methodologies and pricing recommendations.
- Conducting sensitivity analysis and scenario modelling to evaluate deal structures, commercial terms and potential financial outcomes.
- Preparing high-quality financial reports, presentations and investment papers, clearly articulating valuation assumptions and conclusions.
- Collaborating with key stakeholders across the business to ensure financial models align with strategic objectives.
- Providing insight into optimal transaction structures, including earn-outs, financing arrangements and exit considerations.
- Partnering with legal, finance and commercial teams to ensure transactions meet strategic goals and regulatory requirements.
- Supporting financial due diligence activities across prospective acquisitions.
- Ensuring valuation assumptions and transaction structures are accurately reflected within integration planning processes.
- Performing post-acquisition analysis to evaluate financial performance, value creation and return on investment.
Experience in financial modelling, valuation and transaction structuring within investment banking, corporate finance or a Big Four advisory firm.
Experience within financial services, particularly the UK financial advice market, would be advantageous.
Strong understanding of corporate finance, valuation methodologies, deal structuring and financial reporting.
Knowledge of UK regulatory frameworks, including FCA requirements, adviser business models and client servicing structures, is desirable.
ACA, CFA or a similar professional qualification is highly desirable.
M&A Associate - Valuation & Structuring employer: Phipps Cameron
Join a leading financial services group in the Wiltshire area, where you will thrive in a dynamic and collaborative work environment that prioritises employee growth and development. With a strong focus on career progression, this role offers significant exposure to senior leadership and the chance to work on high-value transactions that make a real impact. Enjoy the benefits of a hybrid working model, competitive salary, and a culture that values teamwork and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land M&A Associate - Valuation & Structuring
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Phipps Cameron. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace M&A Associate - Valuation & Structuring
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Phipps Cameron.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Phipps Cameron's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Phipps Cameron
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Phipps Cameron.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Phipps Cameron will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Phipps Cameron employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
