M&A Associate – FIG – Global Independent Investment Bank Full Time

Dartmouth Partners

Our client is a leading global independent investment bank that is currently looking to add an experienced Analyst/ Junior Associate to their highly successful FIG team, focused predominantly on the Private Markets/ Asset Management sector.

As an Associate in the team, you will play a crucial role in executing predominantly sell-side M&A transactions in the Asset Management sector. You will work closely with our senior deal professionals, leveraging your strong analytical and technical skills to conduct financial analysis, perform due diligence, create financial models, and contribute to the overall deal execution process in a very lean and highly entrepreneurial team.

Responsibilities:

• Conduct thorough financial analysis and valuation models to evaluate potential acquisition targets, including asset managers, wealth managers, and related entities in the Asset Management space.
• Assist in the due diligence process, including reviewing financial statements, conducting industry research, and assessing key investment risks and opportunities.
• Collaborate with senior deal professionals to develop client presentations, pitch books, and other transaction-related materials.
• Contribute to the execution of M&A transactions, including coordinating with various internal and external stakeholders, conducting market research, and managing transaction documentation.
• Stay abreast of industry trends, regulatory changes, and market dynamics impacting the Asset Management sector.
• Support business development efforts by identifying potential clients and preparing market intelligence reports.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field. Advanced degree (e.g., MBA, CFA) is a plus.
• Strong understanding of the Asset Management industry, including knowledge of key players, products, and market dynamics.
• 3-5years of relevant experience in investment banking, corporate finance, or a related field, with a focus on M&A transactions, with a preference for the FIGsector.
• Solid financial modelling and valuation skills, including proficiency in Excel and financial databases.
• Excellent analytical skills, with the ability to synthesize complex information and draw meaningful insights.
• Strong attention to detail, organizational skills, and the ability to manage multiple projects simultaneously.
• Effective communication and interpersonal skills, with the ability to work collaboratively in a team-oriented environment.
• Demonstrated ability to thrive in a fast-paced, deadline-driven work environment.
• Fluency in English is essential. Additional languages are a plus.

We are partnering with a leading European Boutique Investment Bank, based in London, who are looking to add an experience Analyst 2 to their Real Esta