Description
The Financial Services Institutions “FSI” team:
A&M’s Financial Services Industry (FSI) team collaborates with leading financial institutions worldwide, offering deep expertise across a range of areas, including Performance Improvement, Loan Portfolio Advisory, Restructuring, Regulatory Advisory, Capital Solutions, and M&A Advisory. We partner with clients at every stage of their journey – whether driving growth or navigating restructuring – helping them overcome complex challenges with customized, strategic solutions. Our clients include banks, private equity firms, insurance companies, regulators, wealth and asset managers, and other specialized financial services organizations.
With a presence in London, Madrid, Milan, Paris, Frankfurt, or Dubai, our team operates across key financial markets in EMEA, bringing global insight to local challenges.
Position Overview:
We are seeking a highly skilled and motivated Associate to join our Financial Services M&A team. In this role, you will work closely with senior professionals on complex, high-profile transactions within the financial services sector. The ideal candidate will have strong analytical, managerial, and client-facing skills, as well as the ability to contribute to both deal execution and strategic advisory.
Your key responsibilities will include:
- Presentation & Client Materials: Lead the creation of pitch decks, client presentations, and other marketing materials, ensuring alignment with client needs and expectations.
- Industry Research & Strategic Insights: Conduct comprehensive industry research, providing senior team members and clients with insights on market trends, regulatory changes, and sector-specific developments.
- Financial Analysis & Valuation: Develop and oversee financial models (e.g., DCF, precedent transactions, LBOs, and comps) to support valuation and transaction decisions.
- Transaction Execution: Lead and manage the execution of financial transactions, including M&A, capital raising, and restructuring, from initial pitch through to closing.
- Client Interaction & Advisory: Cultivate and maintain client relationships, and actively participate in client meetings, providing strategic recommendations and addressing complex client queries.
- Team Leadership & Mentorship: Manage, mentor, and guide Analysts and other junior team members, overseeing their work, ensuring quality control, and providing feedback.
Qualifications and skills:
Preferred Educational Background: Master’s degree in finance, Economics, Accounting, or related field from a Tier 1 university or business school.
Experience: Credible & relevant investment banking experience, ideally within FIG or financial services advisory.
Skills:
- Advanced proficiency in financial modelling, Excel, and PowerPoint.
- Strong analytical, quantitative, and problem-solving abilities.
- Excellent verbal and written communication skills, with the ability to present complex ideas clearly.
- Demonstrated leadership abilities and experience managing teams or projects.
- In-depth knowledge of the financial services sector, including regulatory and market trends.
Personal Traits:
- A proactive and results-driven individual with the ability to thrive in a fast-paced environment.
- Strong client-facing skills and ability to build long-term relationships.
- Team-oriented, with the ability to collaborate effectively across various teams.
About Alvarez & Marsal (A&M)
Alvarez & Marsal is a top-tier Strategy and Consulting firm of over 10,000 entrepreneurial, results-oriented professionals committed to hands-on problem-solving that helps our clients achieve their full potential. Our culture celebrates independent thinkers and doers who make a positive impact on our clients and shape our industry. Guided by our core values, we foster a collaborative environment and engaging work which is why our people love working at A&M.
Your Journey at A&M
We recognise that our people are the driving force behind our success, which is why we prioritise employee experience that nurtures both professional and personal development. Our robust performance development process promotes continuous learning and rewards your contributions. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritise your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight growth opportunities, our unique entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate individuals.
Discover why A&M is a great place to work!
Travel and Hybrid Working
Roles at A&M may involve travel for project needs, training, internal meetings, and other opportunities. We also offer Hybrid working opportunities which may vary by country and/or region.
