Associate Director, M&A Advisory – Financial Services

🕒 April 15

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Interpath Advisory

WebsiteLinkedInAll Job Openings

501 - 1000 employees

When you’re faced with critical business decisions, our expertise and creative solutions will help you find the right path. Fast.

📋 Description

• 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