At a Glance
- Tasks: Lead complex financial models and support M&A transactions for growing companies.
- Company: Sharp Financial, a leader in integrated financial management solutions.
- Benefits: Health care, retirement plans, paid time off, and work-from-home options.
- Why this job: Join a dynamic team and make a real impact in investment banking.
- Qualifications: Bachelor’s degree and 2-4 years of relevant experience required.
- Other info: Enjoy a collaborative culture with excellent training and development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
About Sharp’s Investment Banking Practice
Sharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing. We deliver holistic, high-touch solutions that support business owners through every stage of growth and transition. Sharp Financial creates value for our clients through our pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services.
Key Responsibilities
- Lead and review complex financial models, including valuation, transaction structures, capital raises, and liquidity analyses.
- Oversee Analyst work product, providing guidance, review, and quality control across models, presentations, and analyses.
- Support execution of M&A transactions, including buyer outreach materials, CIM development, management presentations, and data room coordination.
- Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning.
- Assist in structuring and evaluating debt, equity, and hybrid financing solutions for growth, recapitalization, or liquidity events.
- Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries.
- Participate in client calls and meetings alongside senior bankers, gaining exposure to deal strategy and client communication.
- Collaborate across Sharp’s integrated platform to ensure seamless execution and value creation for clients.
- Support internal process improvement, templates, and best practices as the Investment Banking platform continues to scale.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 2–4 years of experience in investment banking, corporate finance, transaction advisory, private equity, or consulting.
- Strong proficiency in financial modeling, valuation (DCF, precedent transactions, trading comps), and Excel.
- Experience supporting live deal execution across multiple workstreams.
- Strong written and verbal communication skills with the ability to present clearly to internal and external stakeholders.
- Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment.
- Collaborative, client-focused mindset aligned with Sharp’s core values.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Short Term & Long Term Disability
- Training & Development
- Work From Home
- Free Food & Snacks
- Wellness Resources
- Summer Fridays
Senior Associate, Investment Banking in Horsham employer: Sharp Financial
Contact Detail:
Sharp Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate, Investment Banking in Horsham
✨Network Like a Pro
Get out there and connect with people in the investment banking scene! Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to alumni from your university. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informational interviews with professionals in the field. This is your chance to ask questions, learn about their experiences, and showcase your enthusiasm for investment banking. Plus, it’s a great way to get your foot in the door when opportunities arise!
✨Showcase Your Skills
When you land an interview, be ready to demonstrate your financial modelling skills and analytical prowess. Bring examples of your work or be prepared to discuss how you’ve tackled complex financial problems in the past. We want to see that you can walk the walk!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows you’re genuinely interested in joining Sharp Financial. Plus, it helps us keep track of your application and makes it easier for us to connect with you during the hiring process.
We think you need these skills to ace Senior Associate, Investment Banking in Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Associate role. Highlight your financial modelling expertise and any relevant M&A experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about investment banking and how your background makes you a perfect fit for Sharp Financial's collaborative environment.
Showcase Your Communication Skills: Since strong communication is key in this role, ensure your application materials are clear and concise. We want to see how well you can present complex information in an understandable way.
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 without any hiccups!
How to prepare for a job interview at Sharp Financial
✨Master the Financial Modelling
Make sure you brush up on your financial modelling skills before the interview. Be prepared to discuss your experience with valuation techniques like DCF and precedent transactions, as well as how you've applied these in real-world scenarios.
✨Showcase Your M&A Knowledge
Familiarise yourself with recent M&A transactions in the middle-market sector. Being able to discuss specific deals and their structures will demonstrate your understanding of the industry and your ability to contribute to Sharp's practice.
✨Prepare for Client Interaction
Since client communication is key, think about examples where you've successfully interacted with clients or stakeholders. Highlight your communication skills and how you've managed expectations during complex projects.
✨Emphasise Collaboration Skills
Sharp values a collaborative mindset, so be ready to share experiences where you've worked effectively in teams. Discuss how you’ve contributed to process improvements or best practices in previous roles to show you're a team player.