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About the Role

The Assistant Manager will play a key role in the execution of M&A transactions within the Financial Services sector. This role involves working closely with senior team members to contribute to all stages of the transaction process, including pitch deck creation, financial modeling, drafting Information Memorandums, project management, deal structuring, and execution. The position offers direct exposure to all internal seniority levels and client contact.

Responsibilities

Assist in the execution of M&A transactions in Financial Services.
Work on multiple deals simultaneously.
Perform financial analysis, strategic business analysis, and detailed industry research.
Assess large and complex data sets and provide insights to clients and colleagues.
Support the preparation of data and marketing materials for transactions.
Prepare clear and compelling client presentations.
Support Due Diligence processes.
Maintain a comprehensive database of potential buyers, sellers, and situations.
Utilize research tools efficiently.
Conduct market research and analysis of different industry verticals.
Stay informed about market developments, industry best practices, and regulatory changes affecting M&A transactions.
Collaborate with cross-functional teams within the firm.

Requirements

Relevant transaction experience gained within M&A advisory, investment banking, corporate development, consulting, or a related transactions environment.
Experience in the Financial Services sector is advantageous, with a preference for candidates with knowledge of banking, lending, specialty finance, fintech, or insurance.
Knowledge of assessing and analyzing loan data tapes is a plus.
Excellent financial knowledge (accounting and company valuation) and understanding of financial statements.
Excellent financial modeling ability; ability to build high-quality Excel models from scratch is a core responsibility.
Ability to assess and analyze large and complex data sets in Excel or using other tools such as Power BI.
Entrepreneurial spirit with the ability to contribute own ideas and work autonomously.
Drive, enthusiasm, creativity, and excellent interpersonal skills.
Strong multi-tasking and time management skills.

Skills

Financial modeling
Valuation
Data analysis
Sector research
Project management
Excel
Power BI

Location

UK
Europe

Work Type

Full-time

Experience Level

Assistant Manager

About the Company

Interpath is a financial advisory business with a broad range of specialisms, established to provide professionals with an agile, independent, and conflict-free environment to excel.
The company supports clients in creating, defending, preserving, sustaining, and growing value through the business cycle, serving both regional SMEs and large, complex multi-national organizations.
The Financial Services M&A Advisory team is well connected in the industry, supporting businesses, banks, Private Equity, and diversified funds across broad sector coverage.
The team has a proven track record assisting lending platforms, banks, fintech, servicers, loan brokers, and related companies.
The core service offering includes sell-side mandates, buy-side advice on mergers and acquisitions, strategic advice, and equity raises/structured equity trades.
The company prides itself on being highly responsive, providing outstanding advice, and working as a seamless, cross service-line team for client benefit.
The firm is experiencing significant market opportunities in the UK and certain European jurisdictions and is rapidly growing its Financial Services M&A Advisory team.