Experienced M&A Analyst - Specialty FInance

Stephens; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Stephens in London seeks an Analyst to join its cross-border advisory team. You will support senior bankers on M&A and capital markets transactions, build financial models, and prepare marketing materials.

You will work with clients and management teams, conduct industry research, and contribute to pitch books. The role requires solid academic achievement, 1+ year M&A experience, and strong collaboration and communication skills.

Qualifications

• Proven ability to build and interpret financial models.
• Experience in M&A advisory or related corporate finance is preferred.
• Strong interpersonal and communication skills; capable of stakeholder engagement.
• Demonstrated academic achievement at undergraduate or graduate level.
• High integrity and professional ethics in financial services.
• Ability to work effectively in team environments and manage multiple tasks.
• Understanding of regulatory requirements applicable to advisory work.
• Strong verbal and written communication skills for client materials.

Responsibilities

• Develop detailed financial analyses and models for transactions.
• Prepare pitch books, CIMs and other marketing materials.
• Conduct quantitative and qualitative industry research and analysis.
• Support senior bankers in client meetings and deal execution.

Skills

Financial modeling

M&A advisory

Interpersonal skills

Academic excellence

Integrity

Teamwork

Regulatory compliance

Verbal communication

Written communication

Job description

Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we help to create lasting value for our clients. We don’t just focus on transactions, we seek to develop durable relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.

The men and women of Stephens have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and skilled assistance with executing mergers and acquisitions, private placements of debt and equity, as well as restructurings and recapitalisations.

We prioritize earning our clients’ trust, and we reward the individuals who make that happen. The exceptional candidates who join our transatlantic team of more than 250 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term.

SPECIALTY FINANCE

Our transatlantic Specialty Finance team represents one of the longest-standing franchise dedicated to the Specialty Finance sector, leveraging expertise built from executing M&A and capital raising advisory transactions for commercial and consumer finance clients across North America and Europe. Our senior bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with our specialty finance clients as teammates and not competitors. We have deep relationships with public and private financing sources. This enables us to develop innovative debt and equity capital raising solutions as well as buy side and sell side strategies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Being an Analyst at Stephens is an exciting opportunity to have a broad array of responsibilities and gain valuable experience working alongside our senior bankers, as well as our clients’ senior management teams. These responsibilities include:

• Developing detailed financial analysis and the preparation of models for various types of transactions
• Composing presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials
• Conducting quantitative and qualitative industry research and analysis
• Performing other operational and administrative tasks as needed

QUALIFICATIONS

• At least one year of M&A advisory experience
• Strong experience with financial modeling, and knowledge of the Specialty Finance industry preferred
• Strong interpersonal skills;
• Outstanding record of academic achievement;
• High level of personal integrity and work ethic;
• Ability to work well in teams;
• Adherence to regulatory requirements; and
• Strong verbal and written communication skills.