Analyst - Interpath Advisory

Interpath Advisory; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Targeting Analyst to join their dynamic Sales & Business Development team. This role offers an exciting opportunity to monitor and analyze business markets, conduct sector research, and identify potential deal opportunities across various advisory services. With comprehensive training provided, you will enhance your commercial awareness and contribute to the firm's growth by making informed recommendations. If you have a passion for financial matters and enjoy working collaboratively, this position could be your next career step in a supportive and engaging environment.

Benefits

Annual leave 26 days

Private medical insurance

Life Assurance (4x salary)

Group Income Protection

Holiday buy (up to 10 days)

Workplace pension scheme

Discretionary bonus scheme

Discounted gym membership

Dental Insurance (optional)

Critical Illness Insurance (optional)

Qualifications

• Strong knowledge of Excel and Word is essential for data analysis.
• Ability to produce high-quality reports tailored to different audiences.

Responsibilities

• Conduct market and sector analysis to identify business opportunities.
• Maintain CRM integrity and produce pipeline reporting for leadership.

Skills

Excel

Word

Reporting Writing

Time Management

Communication Skills

Problem Solving

Commercial Awareness

Education

Degree in Finance or Business

Tools

Salesforce

Job description

We are currently recruiting a Targeting Analyst which sits within the wider Sales & Business Development function. We're looking for someone to help monitor and analyse business markets, carry out research into sector issues (often reporting to Managing Directors and Sector Leads) and help identify markets, companies, transactions and situations our client-facing teams should pursue.

Training within the role will help a successful candidate to become proficient in tracking, identifying and understanding the primary indicators of market opportunities for our firm. That will include identifying potential deal opportunities across our fast-growing advisory services lines in M&A, Transaction Services, Value Creation and Valuations, as well as noting financial stress and distress indicators of interest to our restructuring teams.

M&A activity through the cycle will also produce opportunity for many parts of our advisory practice and we expect analysts within the team will significantly enhance their commercial awareness in a short period of time.

Key accountabilities:

• Market and sector analysis, particularly in the fast-growing Advisory and Deals side of our business.
• Review and distillation of data and insight: Annual Accounts, Publicly available information, Industry Thought Leadership, etc.
• Make recommendations of what market areas we should consider focusing our sales efforts on.
• Understand our service capabilities, routes to market and pursuit strategies and develop initiatives aimed at supporting our internal clients in winning new work.
• Help manage the integrity and accuracy of our pursuit pipeline by maintaining our CRM.
• Produce pipeline reporting for consumption by our national leadership.
• Provide more detailed pipeline management reporting and ad hoc support to specific national pipeline teams.
• Develop initiatives e.g. campaigns around specific sectors featuring Interpath service lines.
• Support the production of market-relevant performance metrics/reporting that support our business development strategy.

Requirements

• A good knowledge of Excel and Word.
• A high standard of reporting writing, with ability to tailor content to different audiences.
• Accounting or M&A/Deals research experience is helpful but not essential as full role-specific training will be provided.
• Previous Salesforce experience is desirable, but not essential.
• An existing understanding of the corporate deals, restructuring or wider financial markets desirable.
• You have an interest in commercial and financial matters are able to demonstrate a pragmatic and effective approach to resolving problems and issues.
• You will have good time management and organisational skills together with the ability to prioritise tasks to ensure that deadlines are met.
• You are conscientious and are able to produce high quality, detailed and accurate work.
• You will have good people and communication skills.
• You will demonstrate proactivity and be able to self-start, both individually and as part of a team.

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)