Associate - Financial Institutions Group

Peel Hunt LLP; Greater London; On-site; GBP 55,000 - GBP 75,000; Full time

Job summary

A prominent investment banking firm in Greater London is seeking an experienced Associate or Senior Analyst for their Financial Institutions Group. The role involves supporting M&A transactions, preparing transaction materials, and conducting in-depth industry research. Candidates should have 3-4 years of relevant experience in investment banking, strong financial modelling skills, and excellent communication abilities. This position offers an opportunity for growth in a dynamic financial services environment.

Qualifications

• 3 - 4 years’ relevant experience in investment banking and/or corporate broking.
• Strong experience in financial modelling and valuation.
• Experience with public markets, corporate broking, and M&A.

Responsibilities

• Support FIG M&A transactions and corporate finance mandates.
• Prepare high-quality transaction materials.
• Conduct in-depth industry and company research.
• Engage directly with clients and stakeholders.

Skills

Financial modelling

Analytical skills

Communication skills

Teamwork

Project management

Job description

ROLE SUMMARY AND DEPARTMENT OVERVIEW

The Investment Banking Department provides a full range of corporate advisory and broking services, whether this be guiding clients through transactions (such as raising capital or M&A) or providing market and sector intelligence.

The department is sector focused, operating across eight sector verticals (FIG, Consumer, Healthcare, Real Estate, Industrials, Investment Funds, TMT and Natural Resources), aligning the Investment Banking department to leverage Research analysts’ knowledge and sector intelligence. Dedicated ECM Syndicate, M&A, IPO Origination and IR teams support the sector teams.

We’re seeking an experienced Associate or Senior Analyst with 3 - 4 years’ experience to join our leading Financial Institutions Group (FIG) within Peel Hunt’s Investment Banking division. This is an opportunity to be part of our specialist FIG team and work closely with senior members of the team, supporting a business with a strong reputation across the UK financial services market. The role offers exposure across public markets, private and public M&A, and strategic corporate finance, enabling you to deepen your FIG expertise and engage directly with high‑profile financial institutions. Success in this position requires strong teamwork, collaboration and a commitment to delivering high‑quality client outcomes. If you thrive in a dynamic, high‑performing environment and keen to continue to develop your expertise in this sector, we’d be delighted to hear from you.

RESPONSIBILITIES

• Supporting the execution of FIG M&A transactions (public and private), equity capital markets activity and broader corporate finance mandates.
• Developing and maintaining detailed financial and valuation models across financial institutions, including DCF, trading comps, transaction comps and sector‑specific approaches.
• Preparing high‑quality transaction materials, including pitchbooks, management presentations, board papers and regulatory‑related documentation.
• Conducting in‑depth industry and company research, including regulatory reviews, market mapping and thematic sector analysis.
• Assisting in the preparation of corporate broking materials, market commentary and ongoing client support for listed clients.
• Engaging directly with clients, advisers and internal stakeholders to progress deal workstreams and deliver timely outputs.
• Undertaking due diligence, data analysis and financial review as part of transaction processes.
• Supporting senior team members in business development activities and contributing to sector insights.
• Completing required training and operating within FCA conduct rules and compliance expectations.

KEY CAPABILITIES AND KNOWLEDGE

The role is expected to demonstrate strong communication and teamwork abilities, effective project management, high‑quality modelling and robust analytical skills. They should be capable of working autonomously, managing multiple priorities in a fast‑paced environment, and consistently delivering accurate, reliable outputs.

• 3 - 4 years’ relevant experience in investment banking and/or corporate broking, ideally with exposure to FIG transactions or clients.
• Strong financial modelling, valuation and analytical skills, with proven ability to produce accurate and high‑quality outputs.
• Demonstrated experience across a mix of public markets, corporate broking, and M&A (public and private).
• A strong interest in and commitment to the Financial Institutions sector, including its regulatory and market environment.
• Excellent communication skills and confidence engaging with clients and advisers.
• Strong work ethic, resilience and the ability to manage multiple workstreams under pressure.
• A collaborative mindset with a willingness to support colleagues across the FIG team and broader Investment Banking department.
• Evidence of drive, initiative and professional maturity.
• High integrity with a strong appreciation for regulatory compliance, conduct expectations and sound judgment.

ROLE COMPETENCIES

• Technical Expertise
• Detail Oriented
• Problem Solving
• Analytical
• Teamwork
• Stakeholder Focus