Investment Banking Associate - Financial Institutions Group (Insurance)

Who We Are

Oppenheimer Europe provides financial services to European based institutions and corporations across corporate finance, equities, fixed income, debt capital markets, and portfolio strategy research. https://www.oppenheimer.com/about-us/oppenheimer-europe

Job Description

Our Financial Institutions Group (FIG) – Insurance team is seeking a Senior Associate to join our London office. Associates play a critical role within the team, contributing to the full cycle of transactions – from origination to execution. You will prepare marketing materials, develop detailed financial analyses and models and support the execution of M&A transactions.

This is an in-person role offering significant exposure to clients, live transactions and senior bankers. The position is available for immediate hire.

Associate – FIG Insurance - Investment Banking

Key Responsibilities & Tasks:

Conduct business valuations using a variety of methodologies, including comparable company analysis, precedent transactions, discounted cash flow (DCF) and leveraged buyout (LBO) models. Build and maintain complex financial and operating models in Excel. Perform in-depth fundamental, quantitative and qualitative company, market, and sector analysis. Prepare and review marketing and transaction materials, including pitches, teasers, CIMs and management presentations. Support the drafting of client presentations, process timetables, valuation materials and other deliverables. Analyse industry trends and assess the commercial and financial implications of potential transactions. Collaborate with Directors and Managing Directors to manage live transactions and ensure seamless project execution. Liaise directly with clients’ senior management, including CFOs and Finance Directors. Direct a team of analysts to support transaction execution.

Qualifications: The following skills and experience are required for this role:

Demonstrable transaction experience in FIG with a specific focus on insurance. Strong academic background with a Bachelor’s or Master’s degree (or equivalent). 2–5 years of relevant experience in M&A, corporate finance or related fields. Advanced financial modelling, valuation and analytical skills. Solid understanding of accounting and corporate finance fundamentals. High proficiency in Excel and PowerPoint. Exceptional attention to detail, intellectual curiosity and commitment to quality. Team-oriented with strong communication and interpersonal skills. Highly motivated self-starter capable of managing multiple workstreams under tight deadlines. ACA qualification strongly preferred.