At a Glance
- Tasks: Manage financial transactions and support clients in the insurance sector.
- Company: Join a leading financial services firm with a focus on innovation.
- Benefits: Flexible working, private medical cover, and volunteering days.
- Why this job: Gain hands-on experience in M&A and corporate finance while making impactful connections.
- Qualifications: Strong numeracy skills and experience in M&A transactions required.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
The Insurance Corporate Finance team advises clients across the insurance value chain. This includes work with balance-sheet carriers on corporate finance transactions such as M&A, divestments, capital raisings (including sidecars and other risk-capital vehicles), and supporting alternative asset managers entering the insurance market. In parallel, the team has a strong focus on insurance distribution, services and InsurTech, advising private business owners and private equity investors on buy-side and sell-side M&A. The team is active across both the UK and European markets and is deeply embedded in the evolving strategic, regulatory and capital themes shaping the sector. The Insurance Corporate Finance team is part of our wider Financial Services Lead Advisory team, which brings together deep sector expertise across two specialist groups (Private Credit Solutions and Insurance).
This role offers the opportunity to gain exposure to a range of insurance-related transactions. We offer a strong platform for someone to learn and develop through real transactional experience as part of an experienced and ambitious team. You will be working with a highly motivated team of specialist corporate financiers, supporting clients from deal origination through to execution. You will also work cross-LoS with colleagues across Debt Capital Advisory, Valuations, Restructuring and other parts of the firm, bringing the best of PwC to our clients on complex financial services transactions.
As a Senior Associate, you’ll play a key role in the execution of buy-side and sell-side mandates across the financial services sector. You’ll be responsible for the day-to-day management of workstreams, including preparing information memoranda, management presentations, valuation analyses, and taking ownership of key materials and client communications.
What your Days Will Look Like
- Day-to-day project management of transactions, acting as a key contact for clients, potential investors and other stakeholders.
- Financial modelling and analysis.
- Preparation of high-quality client deliverables, including information memoranda, management presentations and valuation materials.
- Participation in client meetings and presentations, supporting senior team members throughout the deal process.
- Business development, including identifying potential opportunities and developing a strong personal network across the sector.
This Role is for you if
- Have excellent numeracy skills with strong attention to detail, and the ability to absorb, analyse and present data quickly.
- Experience in M&A transactions, with exposure to deal execution and project management.
- Ability to undertake detailed financial and commercial analysis for inclusion in client reports and presentations.
- Strong written communication skills with demonstrable experience producing high-quality, tailored documents.
- A clear interest in the financial services / insurance sectors.
- Strong client focus, with the ability to work at pace and build effective working relationships.
- Ability to work confidently with a range of clients, from entrepreneurs and privately owned businesses to private equity funds and corporates.
- Logical and methodical approach to problem-solving.
- Self-confidence and appetite to be involved in business development activities.
What you’ll receive from us
No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.
Financial Services, Corporate Finance – Senior Associate employer: PwC
Contact Detail:
PwC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services, Corporate Finance – Senior Associate
✨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. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in M&A transactions and project management. We want to see how you can bring value to the team, so share specific examples of your past successes!
✨Prepare for the Interview
Do your homework on the company and the role. Understand the latest trends in the insurance market and be ready to discuss how they impact corporate finance. We love candidates who are informed and passionate about the industry!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for talented individuals who are eager to learn and grow with us.
We think you need these skills to ace Financial Services, Corporate Finance – Senior Associate
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Associate role. Highlight your experience in M&A transactions and any relevant financial services expertise. We want to see how your skills align with what we do!
Showcase Your Communication Skills: Since strong written communication is key, ensure your application materials are clear, concise, and free of errors. Use professional language but let your personality shine through – we love a bit of character!
Demonstrate Your Analytical Skills: In your application, provide examples of how you've tackled complex financial analyses or project management tasks. We’re looking for candidates who can absorb and present data effectively, so don’t hold back on showcasing your achievements!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure it gets into the right hands. Plus, you’ll find all the details you need about the role and our team there!
How to prepare for a job interview at PwC
✨Know Your Numbers
As a Senior Associate in Corporate Finance, you'll need to demonstrate your strong numeracy skills. Brush up on financial modelling and analysis techniques, and be prepared to discuss how you've applied these in past M&A transactions. Show them you can absorb and present data quickly!
✨Tailor Your Communication
Strong written communication is key for this role. Before the interview, practice crafting high-quality documents like information memoranda and management presentations. Be ready to share examples of tailored documents you've produced, highlighting your attention to detail and client focus.
✨Showcase Your Project Management Skills
You'll be managing workstreams and acting as a key contact for clients. Prepare to discuss your experience in project management, particularly in deal execution. Think of specific instances where you successfully managed multiple stakeholders and delivered results under pressure.
✨Demonstrate Your Industry Knowledge
This role requires a clear interest in the financial services and insurance sectors. Research current trends, regulatory changes, and capital themes affecting the industry. Be ready to discuss how these factors influence corporate finance transactions and how you can contribute to the team's success.