Investment Banking Associate

6 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Lerner AssociatesSMB/SME PropTech M&A - Investment Banking, Corporate Development and Growth Equity Advisory in Real Estate, Smart Building, FM and Construction…Job Title: Investment Banking Associate (Junior Level)Location: London (Remote/Hybrid)Employment Type: Full-TimeAbout Lerner AssociatesLerner Associates is a boutique investment bank focused on sell-side M&A advisory, exclusively to the PropTech industry. We bring deep expertise in the PropTech sector across the UK, US, and Europe. Our high-touch, tailored advisory model delivers exceptional outcomes for founders, entrepreneurs, management teams, and investors.The RoleWe are looking for a Junior Investment Banking Associate to join our growing team and support the execution of live M&A transactions. This role is ideal for someone early in their work career, with a background in financial or management accounting, who is looking to transition into investment banking longer term.As part of a lean and collaborative team, you will work closely with more senior team members and deal leads, to support all aspects of sell-side mandates, from discovery and business financial review, to materials and data room preparation, target buyer research and supporting the overall due diligence and transaction process.You’ll be supported with hands-on mentorship to grow into the role - prior experience in investment banking is not required.(We will consider a more experienced candidate.)Key ResponsibilitiesSupport deal leads in executing live M&A transactions.Support the business discovery process in reviewing and learning the client business, with a particular focus on financial and management accounts ,and other business KPI’s and metrics relevant to a SaaS and tech business.Assist in the creation of high-quality client and buyer materials, including:Teasers and pitch decksInformation Memoranda (CIMs)Management presentationsConduct detailed company, industry, and buyer research to inform marketing and outreach strategies.Build and format PowerPoint presentations and Excel-based analyses to a professional standard.Support data room management and prepare due diligence materials.Maintain clear and professional communication with clients, buyers, and internal stakeholders.Ideal Candidate ProfilePersonable and OutgoingComfortable in more back-office work environments with an ability to step into front-office (Client/External) situations from time to time, and to connect with people, gain trust, and foster credibility quickly.Proactive and Self-MotivatedYou are driven to achieve results, take initiative, and consistently exceed goals.You enjoy working independently while contributing to a collaborative team environment.Organised and StrategicYou excel at managing multiple priorities, ensuring follow-ups don’t slip through the cracks.Required:ACA, ACCA, or equivalent UK or US accounting qualification (or a Finance degree with demonstrable evidence of accounting capability and experience).2 years of experience in financial or management accounting. (We will consider a more experienced candidate.)Strong working knowledge of accounting principles and financial statements.Proficiency in Microsoft Excel and PowerPoint.Excellent attention to detail and a methodical working style.Effective written and verbal communication skills.Confident, professional, and presentable in client-facing situations.Demonstrated ability to work independently and manage multiple workstreams under pressure.Desirable, but not required:Exposure to SaaS business models and associated metrics (ARR, churn, LTV:CAC, etc).Previous experience in M&A, transaction services, or corporate finance.Why Join UsBe part of a growing boutique investment bank in a fast-evolving and exciting sector.Gain exposure to global markets and play a pivotal role in closing successful M&A transactions.Work with a small collaborative team that values initiative, innovation, and relationship-building.Flexible and remote work hours.Supportive, entrepreneurial team environment with strong mentorship.Aside from personal remuneration, get bonused on every team transaction sharing in team success.Opportunity to gain end-to-end transaction experience and develop deep sector knowledge.Opportunity to grow into more senior roles as you develop in the position.If you’re a detail-oriented accounting professional with strong research and presentation skills, and you're eager to transition into a more commercial, people-facing role, we’d love to hear from you.Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesInvestment BankingReferrals increase your chances of interviewing at Lerner Associates by 2xGet notified about new Investment Banking Associate jobs in London Area, United Kingdom.Equity Analyst - $2bn AUM Long-Biased Hedge FundGreater London, England, United Kingdom 1 week agoLondon, England, United Kingdom 2 weeks agoInvestment Associate (Family office | Private equity)Investment Banking Associate - UK/EMEA FIG - LondonLondon, England, United Kingdom 1 week agoAssociate, Private Equity Fund Investments (Primaries)Investment Associate, Mid-Market Private Equity, LondonInvestment Associate, Private Equity (Technology), LondonGreater London, England, United Kingdom 3 weeks agoBanking – Investment Banking – Alternative Assets Group, Placement Analyst, London – United Kingdom, 2025London, England, United Kingdom 1 week agoInvestment Analyst/Associate - Private EquityGlobal Banking & Markets, Investment Banking, Classic, Industrials- Business Services London, AssociateLondon, England, United Kingdom 4 days agoAssociate – Top-Tier Direct Private Equity role | LondonGlobal Banking & Markets. 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