Assistant Manager, M&A Advisory - Financial Services
Core
Execute M&A transactions in the Financial Services sector through financial modelling, valuation, data analysis, and deal structuring.
Role type
Assistant Manager, M&A Advisory (Financial Services)
Builds
M&A deals, strategic advice, and structured equity trades for lending platforms, banks, fintech, and servicers.
Domain
Financial Services / Mergers & Acquisitions
Required skills
Financial modelling, Valuation, Financial analysis, Industry research, Data analysis, Project management, Due diligence support, Client presentation, Market research, Regulatory knowledge
Preferred skills
Loan data tape analysis, Power BI, Knowledge of banking/lending/fintech/insurance
Technologies
Excel, Power BI
Responsibilities
Assist in the execution of M&A transactions, Perform financial analysis and strategic business analysis, Assess large and complex data sets, Support the preparation of data and marketing materials, Prepare client presentations, Support Due Diligence processes
Seniority
Mid-Senior, hands-on IC
