Business Associate / Business Manager - M&A

Investec; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Wellbeing benefits

4-day work week

Job summary

Investec is seeking an M&A Advisory MI & Data Analyst to join the team led by the COO. You will drive management information, performance analysis and governance materials, supporting senior leaders and bankers across operations and technology functions.

In this role you will build reliable datasets, ensure data quality, and optimise workflows using DealCloud, UpSlide and FactSet. Strong Excel, PowerPoint and communication skills are essential.

Qualifications

• CISI Certificate in Corporate Finance.
• Strong Excel, MI and financial-data analysis skills.
• Excellent written and verbal communication with PowerPoint.
• Solid understanding of investment banking and M&A lifecycle.
• Experience improving business processes and coordinating stakeholders.
• Working knowledge of CRM and investment-banking tools (DealCloud, FactSet, UpSlide).
• Familiarity with data integrations, APIs and AI concepts.

Responsibilities

• Support the COO with business planning, performance tracking and process improvements.
• Support operational risk management, compliance and governance materials.
• Collaborate with bankers and operations to improve workflows and data quality.
• Act as a flexible resource for urgent priorities in a fast-paced advisory environment.
• Build datasets covering historical transactions, revenue, fees, deal volumes and cross-border activity.
• Reconcile information across DealCloud, finance ledgers and regional datasets; investigate discrepancies.

Skills

Excel

PowerPoint

Data analysis

CRM platforms

DealCloud

FactSet

UpSlide

Education

CISI Certificate in Corporate Finance

Tools

DealCloud

FactSet

UpSlide

CRM systems

Job description

M&A Advisory supports clients on significant strategic transactions and works closely with the broader Private Equity Client Group, Listed Client Group and Investec's international businesses, particularly the ICEA offices. You will join the M&A Advisory team and report to the COO of M&A Advisory. This role sits at the centre of the advisory platform, helping senior leaders and bankers operate effectively through high-quality management information, business performance analysis, operational support and continuous process improvement. The position offers broad exposure across the platform and regular interaction with bankers, senior management and business-enabling teams including Operations, Technology, Finance, Compliance and Risk.

What will I be doing?

• Support the COO with business planning, performance tracking, process improvements and wider strategic or operational initiatives.
• Support operational risk management, compliance requirements, policy alignment and the preparation of materials for internal governance and oversight.
• Work with bankers, Operations and business-enabling teams to improve workflows and strengthen the quality and timeliness of management information.
• Act as a flexible resource for urgent and ad hoc priorities in a fast-paced advisory environment.
• Build and maintain reliable datasets covering historical transactions, revenue, fees, deal volumes, enterprise values, client classifications and cross-border activity.
• Reconcile information across DealCloud, finance ledgers, public credentials and regional datasets, investigating discrepancies and improving data quality.
• Maintain recurring management information, including revenue pipelines, completed-deal reporting, fee analysis, client-number reporting and relationship analysis.
• Prepare accurate analysis, presentations and reporting for the COO, senior leadership, board materials, client-segment reviews and business planning.
• Verify transaction, client and performance metrics before formal submission, ensuring reporting is consistent, clearly explained and delivered on time.
• Act as a platform manager for DealCloud and other investment-banking tools, including UpSlide and FactSet, overseeing administration and optimisation to support data, workflows and reporting.
• Manage user onboarding, training, adoption and issue resolution, escalating platform matters to the relevant internal team or external provider where required.
• Maintain relationships with technology and information providers, coordinating configuration, support, licensing and data matters as needed.
• Identify practical uses of AI and other tools for research, document drafting, knowledge management and process efficiency, supporting pilots and implementation.
• Monitor relevant technology developments and explain their practical implications to users and management in clear, non-technical language.

What do I need to bring?

• CISI Certificate in Corporate Finance.
• Strong Excel, management-information and financial-data analysis skills, including the ability to combine, reconcile, cleanse and audit complex datasets.
• Excellent written and verbal communication skills, with strong PowerPoint capability for presentations, reporting and senior-management materials.
• A solid understanding of investment banking and the M&A deal lifecycle, including origination, pipeline management, deal credentials, revenue reporting and business-enablement processes.
• Experience improving business processes, coordinating stakeholders and supporting operational delivery within a professional-services or financial-services environment.
• Working knowledge of CRM platforms and investment-banking tools such as DealCloud, FactSet and UpSlide, including configuration, data quality, administration and user support.
• Familiarity with data integrations, API configurations and AI or machine-learning concepts, with the ability to identify practical implementation and efficiency opportunities.
• Analytical and solutions-focused, with excellent attention to detail and a strong commitment to data accuracy.
• Highly organised, with effective project-management skills and the ability to manage competing priorities.
• Comfortable working independently and resolving ambiguous operational problems.
• Collaborative and credible, with the ability to build effective relationships with bankers, senior management, business-enabling teams and external providers.
• Clear and confident when translating data, systems or technology topics into practical business language.
• Adaptable and responsive, with the judgement to support urgent priorities in a fast-moving environment.
• Proactive in identifying opportunities to improve processes, reporting and user experience.

What’s in it for me?

At Investec, you’ll be empowered to bring your authentic self, contribute new ideas, and grow alongside colleagues who share your drive for excellence. You will be part of a collaborative and creative culture where we encourage and are committed to sustainability across our global business. You will share in our purpose of creating enduring worth and together, we’ll achieve things tomorrow that hardly seem possible today.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you’ll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don’t meet every requirement, we’d still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.

At Investec, we’re deeply invested in our clients, our colleagues, and our communities. It’s more than a mindset; it’s how we show up every day.

Be part of something Out of the Ordinary.

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