At a Glance
- Tasks: Lead financial modelling, client interactions, and support M&A transactions.
- Company: Join a newly launched investment bank with experienced dealmakers.
- Benefits: Competitive pay, fast career growth, and the chance to shape the firm.
- Other info: Dynamic environment with opportunities for leadership and influence.
- Why this job: Be part of an entrepreneurial team and make a real impact.
- Qualifications: 2-4 years in M&A or corporate finance with strong technical skills.
The predicted salary is between 54000 - 66000 £ per year.
We are advising a newly launched investment bank backed by senior, well-established dealmakers, who are seeking to hire an M&A Associate as part of their founding execution team. This is a rare opportunity to join a platform at an early stage, where you will play a meaningful role in shaping processes, supporting origination and execution, and helping to build a high‑performing advisory franchise.
The Associate will work directly with Managing Directors and Vice Presidents on live M&A mandates, with significant responsibility across execution, client interaction, and transaction delivery. Given the firm’s early‑stage nature, candidates should be comfortable operating in a hands‑on, entrepreneurial environment with less hierarchy than traditional banks. This role offers broad exposure, fast professional development, and the chance to make a visible impact on the firm’s success.
Key Responsibilities
- Leading financial modelling and valuation analysis (DCF, trading and transaction comparables, LBO where relevant)
- Drafting and reviewing pitch materials, information memoranda, and management presentations
- Coordinating due diligence processes and interacting with clients, lawyers, and other advisors
- Supporting transaction execution from mandate to close
- Mentoring junior analysts as the team grows
- Contributing to thought leadership and origination efforts
Candidate Profile
- 2–4 years of experience in M&A / investment banking / corporate finance
- Strong technical skills and proven transaction experience
- Experience drafting client‑facing materials and managing workstreams
- Commercial mindset with strong attention to detail
- Comfortable working in a lean, fast‑paced, and evolving environment
- Entrepreneurial attitude and desire to help build a platform
Why This Role?
- Join an investment bank at inception, with genuine influence and visibility
- Work alongside senior, credible dealmakers with strong networks
- Broad responsibility and accelerated career development
- Opportunity to grow with the firm and take on leadership over time
- Competitive compensation with upside linked to firm performance
This role will suit an Associate who is looking to move beyond a traditional, rigid banking structure and take on greater ownership and impact within a growing advisory business. If this sounds of interest, please get in touch for a confidential discussion.
M&A Associate employer: Robertson Wright
Joining this leading global investment bank as an Investment Banking Associate in the Technology M&A team in London offers a unique opportunity to work on high-profile transactions within a dynamic and fast-paced environment. The company fosters a culture of excellence, providing best-in-class training and development, while also encouraging employee growth through exposure to landmark deals and collaboration with experienced professionals. With a strong commitment to innovation and a diverse range of clients, this role not only promises meaningful work but also a clear pathway for career advancement in the thriving technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land M&A Associate
✨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 Robertson Wright. 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
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 Robertson Wright.
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 Robertson Wright'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 Robertson Wright
✨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 Robertson Wright.
✨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 Robertson Wright 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 Robertson Wright 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.
