At a Glance
- Tasks: Analyse M&A transactions and create detailed financial models while collaborating with senior bankers.
- Company: Join Stephens, a trusted family-owned investment banking firm with a rich history.
- Benefits: Competitive salary, supportive environment, and opportunities for career growth.
- Other info: Dynamic team atmosphere with a focus on innovation and client success.
- Why this job: Gain hands-on experience in M&A and build lasting relationships in finance.
- Qualifications: 1+ years in M&A advisory, strong financial modelling skills, and excellent communication.
The predicted salary is between 54000 - 66000 £ per year.
Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we help to create lasting value for our clients. We don’t just focus on transactions, we seek to develop durable relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.
The men and women of Stephens have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and skilled assistance with executing mergers and acquisitions, private placements of debt and equity, as well as restructurings and recapitalisations. We prioritize earning our clients’ trust, and we reward the individuals who make that happen.
The exceptional candidates who join our transatlantic team of more than 250 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term.
Our transatlantic Specialty Finance team represents one of the longest-standing franchises dedicated to the Specialty Finance sector, leveraging expertise built from executing M&A and capital raising advisory transactions for commercial and consumer finance clients across North America and Europe. Our senior bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with our specialty finance clients as teammates and not competitors. We have deep relationships with public and private financing sources. This enables us to develop innovative debt and equity capital raising solutions as well as buy side and sell side strategies.
Being an Analyst at Stephens is an exciting opportunity to have a broad array of responsibilities and gain valuable experience working alongside our senior bankers, as well as our clients’ senior management teams. These responsibilities include:
- Developing detailed financial analysis and the preparation of models for various types of transactions
- Composing presentation materials including tailored pitch books, Confidential Information Memorandums and other marketing materials
- Conducting quantitative and qualitative industry research and analysis
- Performing other operational and administrative tasks as needed
Qualifications:
- At least one year of M&A advisory experience
- Strong experience with financial modeling, and knowledge of the Specialty Finance industry preferred
- Strong interpersonal skills
- Outstanding record of academic achievement
- High level of personal integrity and work ethic
- Ability to work well in teams
- Adherence to regulatory requirements
- Strong verbal and written communication skills
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws.
Experienced M&A Analyst - Specialty Finance employer: Stephens Inc.
Stephens is an exceptional employer that fosters a collegial and supportive environment, allowing M&A Associates to thrive in their careers while building lasting relationships with clients. With a strong focus on employee growth and development, our team enjoys the benefits of working in a vibrant atmosphere that encourages collaboration and innovation in the Specialty Finance sector. Join us to be part of a family-owned business that values integrity and rewards dedication, all while making a meaningful impact in the financial markets.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced M&A Analyst - Specialty Finance
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Stephens Inc., who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Stephens Inc..
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Stephens Inc..
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Stephens Inc., attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Stephens Inc. want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Stephens Inc..
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Stephens Inc. will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Stephens Inc.. Numbers speak louder than words!
How to prepare for a job interview at Stephens Inc.
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Stephens Inc. want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withStephens Inc..
