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For Companies At a Glance
- Tasks: Join our M&A team to analyse financial opportunities and manage transaction pipelines.
- Company: Quilter plc is a top UK wealth manager, overseeing £116.2 billion in customer investments.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Be part of a dynamic team that values innovation and offers growth opportunities.
- Qualifications: Strong organisational skills, adaptability, and experience in M&A and financial services required.
- Other info: We promote diversity and inclusivity, ensuring equal opportunities for all.
The predicted salary is between 43200 - 72000 £ per year.
About the Business
Quilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as of 30 September 2024). The business offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management, divided into two segments: Affluent and High Net Worth.
Affluent includes the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth encompasses the discretionary fund management business, Quilter Cheviot, and Quilter Cheviot Financial Planning. At Quilter, we are continuously transforming and modernising our business to be more customer-centric. We encourage bold ideas, innovation, and evolution in our approach. Join us if you want to make a difference and grow with us!
About the Role
- Level: 3
- Department: Mergers & Acquisitions
- Location: London
- Contract: Permanent
We are seeking a Finance Analyst to join our growing M&A team in London. You will assist with financial analysis, preparing proposals, managing transaction pipelines, and supporting various M&A activities from initiation to completion.
Responsibilities include:
- Support financial analysis and presentation of M&A acquisition opportunities.
- Assist with financial analysis of investment portfolios.
- Produce monthly reports for governance and other committees, develop presentation materials, and maintain organized records.
- Manage and log M&A opportunities, including maintaining the M&A Pipeline CRM.
- Prepare formal documentation for multiple acquisition stages, such as letters and presentations.
- Attend meetings to document decisions and actions.
- Perform additional responsibilities as needed, considering the business context.
- Engage with internal and external stakeholders.
About You
The successful candidate:
- Has strong organizational skills to manage and prioritize workload.
- Is adaptable to change.
- Possesses strong communication skills.
- Is a team player with a good work ethic.
- Can learn new systems and processes quickly.
- Has knowledge of Excel and PowerPoint.
- Has experience working within an M&A team and financial services.
Inclusion & Diversity
We value diversity and promote inclusivity, ensuring equal opportunities for all based on skills, qualifications, and potential. We celebrate diverse contributions and foster a respectful environment where everyone can thrive.
Our Values
- Do the right thing: Act with integrity and go above and beyond for clients and communities.
- Always curious: Seek new ideas and knowledge to stay ahead of client needs.
- Embrace challenge: Aim high and transform potential into meaningful outcomes.
- Stronger together: Collaborate, support, and challenge each other to achieve more.
Core Benefits
- Holiday: 182 hours (26 days)
- Incentive Scheme: Participation available to incentivize performance.
- Pension Scheme: Non-contributory with options for personal contributions.
- Private Medical Insurance: Standard single cover, options for family coverage.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary after 26 weeks of absence.
- Healthcare Cash Plan: Available for Jersey employees.
- Flexible Benefits: Range of benefits available via salary deduction.
M&A Finance Analyst employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land M&A Finance Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in M&A and financial analysis. Understanding current market conditions and recent high-profile deals can give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the M&A field, especially those who have experience at Quilter or similar firms. Attend industry events or webinars to make connections that could lead to referrals.
✨Tip Number 3
Brush up on your Excel and PowerPoint skills, as these are crucial for the role. Consider taking online courses or tutorials to enhance your proficiency, which will be beneficial during practical assessments.
✨Tip Number 4
Prepare to discuss your previous experience in M&A and how it relates to the responsibilities outlined in the job description. Be ready to provide specific examples of how you've contributed to successful transactions.
We think you need these skills to ace M&A Finance Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the M&A Finance Analyst position. Familiarise yourself with the key tasks such as financial analysis, managing transaction pipelines, and preparing formal documentation.
Tailor Your CV: Customise your CV to highlight relevant experience in M&A and financial services. Emphasise your organisational skills, adaptability, and proficiency in Excel and PowerPoint, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the finance industry and your understanding of Quilter's values. Mention specific examples of how your skills align with their requirements and how you can contribute to their mission.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Quilter
✨Understand the M&A Landscape
Familiarise yourself with current trends and recent deals in the M&A sector. Being able to discuss relevant examples will demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with financial analysis, particularly in relation to M&A activities. Be ready to explain how you've used Excel for data analysis and reporting in previous roles.
✨Communicate Clearly and Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly, especially when discussing complex financial concepts or presenting ideas.
✨Demonstrate Adaptability
Quilter values adaptability, so be prepared to share examples of how you've successfully navigated change in past roles. Highlight your ability to learn new systems quickly and adjust to evolving business needs.
