Investment Banking Analyst - FIG

Oppenheimer & Co. Inc.; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in London is seeking an Analyst for its FIG Insurance team. The role involves conducting business valuations, preparing financial analyses, and supporting M&A transactions. Candidates should have a strong academic background, relevant experience, and advanced Excel skills. This in-person position offers exposure to clients and senior bankers and is available for immediate hire.

Qualifications

• 1–3 years of relevant experience in M&A, corporate finance or related fields.
• Solid understanding of accounting and corporate finance fundamentals.
• Highly motivated self-starter capable of managing multiple workstreams.

Responsibilities

• Conduct business valuations using various methodologies.
• Build and maintain complex financial and operating models in Excel.
• Prepare and review marketing and transaction materials.

Skills

Financial modelling

Valuation techniques

Analytical skills

Attention to detail

Communication skills

Education

Bachelor's or Master's degree

Tools

Excel

PowerPoint

Job description

Who We Are

Oppenheimer Europe provides financial services to European based institutions and corporations across corporate finance, equities, fixed income, debt capital markets, and portfolio strategy research.

https://www.oppenheimer.com/about-us/oppenheimer-europe

Job Description

Our Financial Institutions Group (FIG) – Insurance team is seeking an Analyst to join our London office. Analysts play a critical role within the team, contributing to the full cycle of transactions – from origination to execution. You will prepare marketing materials, develop detailed financial analyses and models and support the execution of M&A transactions.

This is an in-person role offering significant exposure to clients and senior bankers. The position is available for immediate hire.

Analyst – FIG Insurance - Investment Banking

Key Responsibilities & Tasks:

• Conduct business valuations using a variety of methodologies, including comparable company analysis, precedent transactions, discounted cash flow (DCF) and leveraged buyout (LBO) models.

• Build and maintain complex financial and operating models in Excel.

• Perform in-depth fundamental, quantitative and qualitative company, market, and sector analysis.

• Prepare and review marketing and transaction materials, including pitches, teasers, CIMs and management presentations.

• Support the drafting of client presentations, process timetables, valuation materials and other deliverables.

• Analyse industry trends and assess the commercial and financial implications of potential transactions.

• Collaborate with Associates and Directors to manage live transactions and ensure seamless project execution.

• Liaise directly with clients’ senior management, including CFOs and Finance Directors.

• Maintain and update internal databases and prepare sector updates.

Qualifications:

The following skills and experience are required for this role:

• Strong academic background with a Bachelor’s or Master’s degree (or equivalent).

• 1–3 years of relevant experience in M&A, corporate finance or related fields.

• Advanced financial modelling, valuation and analytical skills.

• Solid understanding of accounting and corporate finance fundamentals.

• High proficiency in Excel and PowerPoint.

• Exceptional attention to detail, intellectual curiosity and commitment to quality.

• Team-oriented with strong communication and interpersonal skills.

• Highly motivated self-starter capable of managing multiple workstreams under tight deadlines.

• ACA qualification and prior insurance/FIG experience strongly preferred.