M&A Associate

Robert Walters UK; London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading middle-market investment bank in London is seeking an M&A Associate to support complex transactions in a collaborative environment. The ideal candidate will have experience in investment banking, strong financial modeling skills, and a proactive attitude. This role offers exposure to diverse M&A deals within the insurance sector, focusing on strategic advisory services.

Qualifications

• 3-5 years experience in Investment Banking or M&A preferred.
• Strong understanding of corporate finance, valuation methodologies, and accounting principles.
• Proactive attitude and ability to work effectively in a team.

Responsibilities

• Play a key role in M&A deal execution from origination to closing.
• Develop financial models including DCF and LBO.
• Prepare client presentations and manage due diligence processes.

Skills

Financial modeling

Analytical skills

Communication

Attention to detail

Education

Bachelor's degree in Finance, Economics, or Accounting

Tools

Excel

PowerPoint

Job description

A leading middle-market investment bank and wealth management firm in London seeks a driven M&A Associate. This global firm offers comprehensive financial advisory and capital markets services to corporations, institutions, and high-net-worth individuals, with its London office being a key hub for bespoke M&A solutions.

My client's Mergers & Acquisitions team in London provides strategic advisory services on complex transactions, including sell-side, buy-side, mergers, and divestitures. This role offers the opportunity to work on diverse transactions, gaining significant exposure to all phases of deal execution. While general M&A experience is valued, candidates with specific experience and an interest in the Insurance sector are particularly encouraged to apply.

Key Responsibilities:

• Playing a key role in all aspects of M&A deal execution, from origination support to closing.
• Developing detailed financial models, including valuation models (DCF, precedent transactions, comparable company analysis), LBO models, and accretion/dilution analysis.
• Preparing comprehensive client presentations, pitch books, and transaction marketing materials (e.g., teasers, information memoranda).
• Conducting in-depth industry and company-specific research and analysis.
• Managing and performing due diligence processes, including coordinating with legal, accounting, and other third-party advisors.
• Assisting in the negotiation of transaction terms and documentation.
• Supporting senior bankers in client relationship management and business development efforts.
• Mentoring and guiding junior team members (Analysts) on financial modeling and project execution.

Skills, Experience, Qualifications, and Knowledge Required:

• 3-5 years of experience in Investment Banking (M&A preferred), Private Equity, or Corporate Development at a reputable firm.
• Strong understanding of corporate finance, valuation methodologies, and accounting principles.
• Exceptional financial modeling and analytical skills.
• Proficiency in Excel and PowerPoint.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and concisely.
• Ability to manage multiple projects simultaneously in a fast-paced, deadline-driven environment.
• Strong work ethic, attention to detail, and a proactive attitude.
• Demonstrated ability to work effectively as part of a lean, high-performing team.
• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• Preferred:
  • Prior M&A deal experience within the Insurance sector (insurance carriers, brokers, insurtech, etc.).
  • Chartered Accountant (ACA) qualification or equivalent is beneficial

Desired Attributes:

• A proactive and entrepreneurial mindset, eager to contribute to business growth.
• High intellectual curiosity and a continuous desire to learn.
• Ability to build strong internal and external relationships.
• Commitment to delivering high-quality work with integrity.

If you are an ambitious and skilled M&A professional looking to make a significant impact within a collaborative and client-focused environment, we invite you to apply.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

About the job

Contract Type: FULL_TIME

Focus: Distribution & Front Office

Workplace Type: Hybrid

Experience Level: Associate

Location: London

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Distribution & Front Office

Industry: Financial Services

Salary: £70,000 - £100,000 per annum

Workplace Type: Hybrid

Experience Level: Associate

Location: London

FULL_TIME

Job Reference: ZYD71I-F92B1FD2

Date posted: 29 May 2025

Consultant: Storm Glautier

london banking-financial-services/distribution-front-office 2025-05-29 2025-07-28 financial-services London London GB GBP 70000 100000 100000 YEAR Robert Walters https://www.robertwalters.co.uk https://www.robertwalters.co.uk/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true