Associate Director, M&A Advisory – Financial Services

Role Overview

• Managing and assisting in the origination and execution of M&A transactions in Financial Services
• Candidates will have significant responsibilities and would be expected to work on multiple deals at the same time
• Performing financial analysis, strategic business analysis and detailed industry research
• Assessing large and complex data sets and providing insights to clients and colleagues
• Overseeing and supporting the preparation of data and marketing materials to support a transaction process
• Preparing and delivering client presentations in a clear and compelling manner
• Supporting and coordinating Due Diligence processes
• Acquire and maintain up to date knowledge of buyers, sellers, our services, risk, and competitors
• Managing junior colleagues and ensuring their work is thoroughly reviewed and guidance (on the job learning) provided
• Efficient use of databases and other research tools
• Market research and analysis of different industry verticals
• Stay informed about market developments, industry best practices, and regulatory changes affecting M&A transactions
• Collaborate with cross-functional teams within the firm
• Candidates will have direct exposure to all seniority levels internally, as well as direct client contact.

Requirements

• Direct M&A experience
• this could have been gained in M&A advisory, investment banking or in corporate development roles
• Experience in the Financial Services sector is a must
• Preference for candidates that have experience in banking / lending / speciality finance and not only pure Wealth / Asset Management / Broking experience (can have both). Experience in Insurance is a plus.
• Knowledge of assessing and analysing loan data tapes will be considered a plus
• Excellent financial knowledge (accounting and company valuation) and understanding of financial statements. This will be tested during the hiring process including a financial modelling exercise
• Excellent financial modelling ability – note this skill will be tested via a case study. It will be a core responsibility to be able to build high quality Excel models from scratch
• Ability to assess and analyse large and complex 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
• Excellent communication and presentation skills – both verbal and written, which will be tested
• High 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, Pitchbook and MergerMarket is desirable.
• Proficiency (both written and spoken) in English