Assistant Manager, M&A Advisory - Financial Services

Interpath; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Interpath is seeking an Assistant Manager for its Financial Services M&A Advisory team in the UK. The role focuses on deal execution, financial modelling, valuation, data analysis, and project management within a cross-functional team.

You will contribute to each stage of the transaction process—from pitch decks and financial modelling to drafting IMs, due diligence, and deal structuring—while working closely with senior colleagues and clients.

Qualifications

• Experience in M&A advisory or related transactions environment.
• Understanding of financial statements; financial modelling will be tested during hiring.
• Preference for knowledge of banking, lending, fintech or insurance in Financial Services.
• Loan data tapes analysis experience is a plus.
• Excellent Excel modelling ability; build high quality models from scratch.
• Strong presentation and communication skills with client-facing experience.

Responsibilities

• Assist in execution of M&A transactions in Financial Services.
• Work on multiple deals concurrently.
• Perform financial, strategic analyses and sector research.
• Analyse large, complex data sets and provide client insights.
• Prepare data and marketing materials to support a transaction process.
• Prepare client presentations in a clear and compelling manner.
• Support Due Diligence processes.
• Help maintain a database of potential buyers, sellers, and situations.
• Collaborate with cross-functional teams and interact with senior staff and clients.

Skills

M&A experience

Financial modelling

Financial analysis

Data analysis

Time management

Entrepreneurial mindset

Tools

Power BI

Job description

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 core service offering of the Financial Services M&A team are: (i) sell-side mandates and buy-side advice on mergers and acquisitions, (ii) strategic advice to clients, and (iii) 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 an Assistant Manager, who will play a key role in deal execution through financial modelling, valuation and data analysis, sector research, and effective project management.

The candidate will play a key role in the execution of M&A transactions. Working closely with the senior team members, the candidate will contribute to each stage of the transaction process – from creating pitch decks and financial modelling to drafting IMs, project management, deal structuring and execution.

The candidate will play a key role in the execution of M&A transactions. Working closely with the senior team members, the candidate will contribute to each stage of the transaction process – from creating pitch decks and financial modelling to drafting IMs, project management, deal structuring and execution.

The Day-to-day Tasks Will Include

• Assisting in the 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
• Supporting the preparation of data and marketing materials to support a transaction process
• Preparing client presentations in a clear and compelling manner
• Supporting Due Diligence processes
• Help maintain a comprehensive database of potential buyers, sellers and situations
• Efficient use of 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

• Relevant transaction experience gained within M&A advisory, investment banking, corporate development, consulting or a related transactions environment. Experience in the Financial Services sector is advantageous, with a preference for candidates with knowledge of banking, lending, specialty finance, fintech or insurance
• 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 – 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