Assistant Manager, M&A Advisory (Financial Services)

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Interpath is a financial advisory business with a broad range of specialisms, established to provide our professionals with an agile, independent, and conflict-free environment to excel. We support our clients in creating, defending, preserving, sustaining, and growing value through the business cycle, serving both regional SMEs and large, complex multi-national organisations.

The Financial Services M&A Advisory team is well connected in the industry i.e., with businesses, banks, Private Equity and diversified funds providing a broad sector coverage with a proven track record of helping lending platforms, banks, fintech, servicers, loan brokers, and other related companies. The team has ambitions to extend coverage to other sub-sectors such as asset & wealth managers and insurance companies.

The core service offering of the Financial Services M&A team are: (i) sell-side mandates; (ii) buy-side advice; (iii) mergers, and (iv) equity raises and structured equity trades (i.e., structured notes / preference shares).

We pride ourselves in being highly responsive to our clients, providing outstanding advice, and working as a seamless, cross service-line team where beneficial to our clients.

We are seeing significant opportunities in the market (UK and in certain European jurisdictions) where we are well positioned, have strong industry knowledge and technical know-how to originate and execute deals - as such we are rapidly building and growing our Financial Services M&A Advisory team and seeking a Senior Associate, who will gain significant exposure and participate proactively to originate, drive business development, help senior colleagues in executing deals, perform sector analysis and contribute towards team building.

As a Assistant Manager in the Financial Services M&A Advisory team, you will play a key role in the origination and execution of M&A transactions across various Financial Services verticals. Working closely with senior team members, you will contribute to each stage of the transaction process - from initial pitch and financial analysis to deal structuring and execution.

Requirements

• Minimum of 3 years' experience in financial or advisory institutions, with at least 1 year of direct M&A transaction experience preferred.

• Experience in the Financial Services sector is preferred
• Preference for candidates that have credit experience (banking / lending / speciality finance) and not only pure Wealth / Asset Management / Broking experience (can have both). Experience in Insurance is a plus
• Excellent financial knowledge (accounting and company valuation) and understanding of financial statements
• Excellent financial modelling ability - note this skill will be tested via a case study. It will be a core responsibility for the Senior Associate to be able to build high quality Excel models from scratch
• Ability to assess and analyse large data sets in Excel (is a must) or using other tools such as Power Bi
• Entrepreneurial spirit with the ability to contribute own ideas and work autonomously
• Drive, enthusiasm, creativity and excellent interpersonal skills
• Strong multi-tasking and time management skills
• Capable of working under pressure and in a context of shifting priorities
• Strong communication and presentation skills (verbal and written)
• Attention to detail
• Strong academic background and results
• Proficiency in the use of Excel, Power Point, Word and Outlook. Experience with financial databases such as Capital IQ is desirable.
• Proficiency (both written and spoken) in English
• Ability to build and maintain professional relationships with clients, peers and other industry contacts

Benefits

• Annual leave 26 days (in addition to Public/Bank Holidays)
• Private medical insurance
• Life Assurance (4x salary)
• Group Income Protection
• Holiday buy (up to 10 days via salary sacrifice)
• Workplace pension scheme
• Discretionary bonus scheme
• Discounted gym membership
• Dental Insurance (optional, BUPA)
• Critical Illness Insurance (optional)