Full job description

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.