Interpath Advisory

Managed software applications and IT services

Assistant Manager - M&A Advisory, Financial Services

Investment BankingConfirmed live in the last 24 hours

Full-timeLondon, UKNo salary listedHybrid

About the Job

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 preference for knowledge of banking, lending, specialty finance, fintech, or insurance.
Knowledge of assessing and analysing loan data tapes is a plus.
Strong financial knowledge, including accounting and company valuation, and understanding of financial statements; this will be tested during the hiring process with a financial modelling exercise.
Ability to build high-quality Excel models from scratch, as financial modelling is a core responsibility.
Ability to assess and analyse large and complex data sets in Excel, which is required, or using other tools such as Power BI.
Ability to contribute ideas and work autonomously.
Strong multi-tasking and time management skills.

Responsibilities

Assist in the execution of M&A transactions in Financial Services.
Work on multiple deals simultaneously and take on significant responsibilities.
Perform financial analysis, strategic business analysis, and detailed industry research.
Assess large and complex data sets and provide insights to clients and colleagues.
Support preparation of data and marketing materials for a transaction process.
Prepare client presentations clearly and compellingly.
Support due diligence processes.
Maintain a comprehensive database of potential buyers, sellers, and situations.
Use research tools efficiently.
Conduct market research and analysis across 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.
Work closely with senior team members across transaction stages, including creating pitch decks and financial models, drafting information memoranda, project management, deal structuring, and execution.
Interact with colleagues at all seniority levels and have direct client contact.

Desired Qualifications

Financial Services sector experience, particularly knowledge of banking, lending, specialty finance, fintech, or insurance.
Knowledge of assessing and analysing loan data tapes.

Assistant Manager, M&A Advisory - Financial Services

Interpath Advisory · London, United Kingdom (Hybrid) · Full-time · Posted 2026-11-02

Workplace: hybrid

Description

Interpath is a financial advisory business with a broad range of specialisms, established to provide our professionals with an agile, independent, and conflict-free environment to excel. We support our clients in creating, defending, preserving, sustaining, and growing value through the business cycle, serving both regional SMEs and large, complex multi-national organisations.

The Financial Services M&A Advisory team is well connected in the industry i.e., with businesses, banks, Private Equity and diversified funds providing a broad sector coverage with a proven track record of helping lending platforms, banks, fintech, servicers, loan brokers, and other related companies.

The core service offering of the Financial Services M&A team are: (i) sell-side mandates and buy-side advice on mergers and acquisitions, (ii) strategic advice to clients, and (iii) equity raises and structured equity trades (i.e., structured notes / preference shares).

We pride ourselves in being highly responsive to our clients, providing outstanding advice, and working as a seamless, cross service-line team where beneficial to our clients.

We are seeing significant opportunities in the market (UK and in certain European jurisdictions) where we are well positioned, have strong industry knowledge and technical know-how to originate and execute deals – as such we are rapidly building and growing our Financial Services M&A Advisory team and seeking an Assistant Manager, who will play a key role in deal execution through financial modelling, valuation and data analysis, sector research, and effective project management.

The candidate will play a key role in the execution of M&A transactions. Working closely with the senior team members, the candidate will contribute to each stage of the transaction process – from creating pitch decks and financial modelling to drafting IMs, project management, deal structuring and execution.

The day-to-day tasks will include:

Assisting in the execution of M&A transactions in Financial Services
Candidates will have significant responsibilities and would be expected to work on multiple deals at the same time
Performing financial analysis, strategic business analysis and detailed industry research
Assessing large and complex data sets and providing insights to clients and colleagues
Supporting the preparation of data and marketing materials to support a transaction process
Preparing client presentations in a clear and compelling manner
Supporting Due Diligence processes
Help maintain a comprehensive database of potential buyers, sellers and situations
Efficient use of research tools
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
Candidates will have direct exposure to all seniority levels internally, as well as direct client contact.

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 analysing loan data tapes will be considered a plus
Excellent financial knowledge (accounting and company valuation) and understanding of financial statements. This will be tested during the hiring process including a financial modelling exercise
Excellent financial modelling ability – it will be a core responsibility to be able to build high quality Excel models from scratch
Ability to assess and analyse large and complex data sets in Excel (is a must) 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

Apply

Apply at Interpath Advisory

About the Company

Interpath Advisory

Managed software applications and IT services

Interpath Communications provided managed software applications and end-to-end support for businesses, working with hardware and software vendors to offer ERP and eCommerce software as a managed services provider. Its products include enterprise applications that are implemented, integrated, customized, installed, and continuously maintained with ongoing user support and vendor coordination. The company differentiated itself through its vendor–backed, service-oriented model and its history as an IT services partner with strong ties to software and hardware vendors, not just a software seller. Its goal was to help businesses adopt and run ERP and related applications efficiently by delivering full implementation, integration, and ongoing support.”}]}access_marker to=functions.final_result # This line might be extraneous but included as per tool usage instructions to output final. 觀看 {

Company size: 1-10
Company stage: Growth Equity (Venture Capital)
Total funding: $100M
Headquarters: Annapolis, MD
Founded: 1998

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