Event Driven Analyst (US)

Alvar; Greater London; On-site; GBP 70,000 - 90,000; Part time

Job summary

A boutique financial services firm in Greater London is seeking a Manager for investment banking to focus on North-American merger arbitrage for institutional clients. The ideal candidate will have two years of post-training investment banking experience and strong analytical skills. Responsibilities include evaluating special situations, providing real-time analysis, and communicating insights effectively. This role offers the opportunity to work in a collaborative environment.

Qualifications

• Self-motivated and able to work in a fast moving entrepreneurial environment.
• Willingness to work additional and flexible hours when necessary.
• Experience in event driven M&A or private equity preferred.

Responsibilities

• Evaluate and monitor event driven special situations focused on North-American merger arbitrage.
• Compile continuous updates on event driven announcements.
• Provide real-time analysis on breaking news.
• Communicate analysis with clients up to CIO level.

Skills

Intellectual curiosity

Commercial idea driven focus

Attention to detail

Interpersonal skills

Confidence in communication

Education

Investment banking experience (2 years post training)

Tools

Advanced Excel

Bloomberg

Job description

Overview

Alvar Financial Services is a boutique firm offering a variety of investment and trading services through its business lines - Equity Markets for professional and institutional clients, Research Services and Electronic Global Retail Platform for private clients. Our small community and flat structure empower our people to grow and create unconstrained ideas within their field of expertise driving innovation and mastery in their work. We all work together as one to achieve our vision of being a trusted partner to our clients providing unrivalled insights and a collaborative high touch service.

Introduction to Olivetree Global

Olivetree Global is our equity markets division providing timely differentiated and un-biased service to an exclusively institutional client base. We have built core expertise in a deep understanding of hard to model situations combining a wealth of experience with innovative data analysis to provide guidance and insight where clients need it most.

We are established as a trusted trade execution partner for many of the largest and most sophisticated global institutional investors and hedge funds having developed an operating model which ensures our clients best interests always guide our actions. Our independence, deep experience and understanding of the intricacies of equities execution, combined with access to the widest spectrum of venues, best in class trading tools and extensive buy-side and sell-side connectivity enable us confidently to meet the highest service level expectations for our clients.

Role Responsibilities

• Evaluating and monitoring hard and soft catalyst event driven special situations with particular focus on North-American merger arbitrage for a global hedge fund client base
• Compile continuous updates on event driven announcements and press comments
• Work with sales / sales traders on actionable idea driven sales calls
• Communicate analysis and ideas with clients up to CIO level
• Source and undertake calls with deal related management advisors journalists sector experts etc
• Provide real-time analysis and opinions on breaking news
• Traveling to company events and conferences as required
• Undertake equity valuation analysis
• Work with Olivetrees Long / Short and Index Events teams and clients
• Any ad hoc duties that may be required from time to time.

Ideal Profile / Qualifications

The ideal candidate will possess the following :

• Intellectual curiosity and commercial idea driven focus
• Self motivated and able to work in a fast moving entrepreneurial environment
• Able to work collaboratively as well as independently
• Strong attention to detail and accuracy
• Excellent interpersonal and communication skills
• Willingness to work additional and flexible hours when necessary
• Confidence in communicating up to Board and C-suite level with companies being researched

Requirements and Preferences

• Investment banking experience two years post training
• Event driven M&A or private equity related experience preferred but not essential
• Knowledge and experience of US equity market and macro-economic fundamentals
• Advanced excel knowledge preferable
• Working knowledge of Bloomberg
• This role is regulated under the FCAs Senior Managers and Certification Regime.

Commitment To Diversity

At Alvar Financial Services we believe that every voice matters. We strive to create a mindful and respectful environment where everyone can bring their authentic self to work and experience a culture that is free of harassment racism and discrimination. Thats why we are committed to diversity and inclusion in the workplace and are a proud equal opportunity employer. We prohibit discrimination and harassment of any kind based on race colour religion sex sexual orientation gender identity national origin age disability protected veteran status or any other characteristic protected by law. This policy applies to all employment practices within our organisation including but not limited to hiring recruiting promotion termination layoff and leave of absence.

Alvar Financial Services is also committed to providing reasonable accommodations in our job application procedures for individuals with disabilities. Please inform our HR Team via email if you need any assistance completing any forms or to otherwise participate in the application process.

Required Experience

Manager

Key Skills

Marketing, Catering, Organizational skills, Hospitality Experience, Management Experience, HubSpot, Event Planning, Events Management, Project Management, Event Marketing, Leadership Experience, negotiation

Employment Details

• Employment Type : Temp
• Experience : years
• Vacancy : 1

Note: This description retains the essential content while removing non-permitted formatting and ensuring accessibility and clarity.