Investment Banking Associate, FIG, London

Associate, Financial Institutions Investment Banking (Wealth & Asset Management M&A)

Location: London

The Opportunity

A leading independent investment banking advisory firm is seeking an Associate to join its London-based Financial Institutions Group. The team advises clients across the wealth management, asset management, private banking, and broader financial services sectors, with a particular focus on strategic M&A and cross-border transactions throughout Europe.

This is an opportunity to join a highly respected platform with an excellent reputation in the financial institutions advisory market, offering significant transaction exposure, direct client interaction, and a clear path for development.

Key Responsibilities

• Execute M&A and strategic advisory mandates across the wealth management and asset management sectors.
• Develop detailed financial models, valuation analyses, merger models, and transaction materials.
• Support all stages of the deal process, including due diligence, marketing, negotiations, and execution.
• Prepare client presentations, board materials, information memoranda, and strategic analyses.
• Conduct industry and company research across financial services sectors.
• Work closely with senior bankers and clients on complex domestic and cross-border transactions.
• Provide guidance and mentorship to Analysts within the team.

Candidate Requirements

• 3-6 years of investment banking experience gained at a leading advisory firm, boutique, or bulge bracket institution.
• Strong deal execution experience across M&A transactions, with the ability to manage multiple workstreams simultaneously.
• Demonstrable sector experience within one or more of the following areas:
• Wealth Management
• Asset Management
• Private Banking
• Financial Services

Advanced financial modelling and valuation skills, including DCF, comparable companies, precedent transactions, and merger modelling.

Excellent analytical, presentation, and communication skills.

Fluent English speaker.

Additional European language capabilities are highly desirable, particularly:

German

French

Italian

Spanish

Strong academic record from a leading university.

What's on Offer

• Exposure to some of the most active M&A transactions within the European wealth and asset management sectors.
• Significant responsibility and client exposure from day one.
• Opportunity to work alongside highly experienced senior bankers on complex cross-border mandates.
• Collaborative, entrepreneurial culture with strong opportunities for career progression.
• Competitive compensation package and long-term development prospects.

This role would suit an ambitious Associate looking to build a long-term career within financial institutions investment banking and further develop expertise across wealth and asset management advisory.

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