Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Senior Investment Banking Associate - M&A Industrials Team

Team Description

We are seeking a motivated and detail-oriented individual to join our M&A Industrials team at Investec. This role offers a unique opportunity to contribute to the management of our M&A Industrials business while working in a collaborative environment.

Description of Role

The Senior Investment Banking Associate will work closely with a senior Director to support origination and execution of complex M&A and capital markets transactions across the industrials and energy transition sectors. The role demands a high-performing, detail-oriented individual capable of managing multiple workstreams independently, with exceptional analytical, execution, and communication skills. The Associate will be expected to take full ownership of materials, maintain high professional standards under tight timelines, and proactively drive deliverables forward while adapting to a fast-paced, exacting environment.

Key Responsibilities

End-to-End Execution Support:

• Own full workstreams across M&A and capital raise processes, including financial modelling, valuation, IM drafting, buyer/investor lists, and Q&A management.

Client-Ready Materials:

• Prepare polished, accurate pitchbooks, marketing materials, and client communications with minimal supervision and strong command of message hierarchy.

Financial Analysis & Modelling:

• Build, review, and sensitise LBO, DCF, and trading/transaction comps models to support strategic recommendations, with sharp attention to detail and consistency.

Project Management:

• Coordinate internal teams and external stakeholders to ensure deliverables are met on time; escalate risks early and communicate proactively with the deal lead.

Sector & Buyer Research:

• Conduct targeted market and buyer research to support origination and marketing efforts; synthesise complex industry data into concise and relevant insights.
• Quality Control:
• Take ownership of first-pass quality for all outputs—ensuring numerical accuracy, formatting consistency, and alignment with team standards and tone of voice.

Professional Communication:

• Draft emails, board updates, and meeting notes in a tone appropriate for senior clients and investors, maintaining discretion and clarity at all times.

Mentoring & Delegation:

• Support Analysts with clear instructions and quality feedback, ensuring team efficiency without compromising standards.

Core Skills, Knowledge and Experience Required for the Role

Strong Financial Modelling & Technical Proficiency

• Demonstrated expertise in building and auditing LBO, DCF, merger models, and trading/transaction comps with precision and speed.

Excellent Written & Verbal Communication

• Ability to craft succinct, client-ready materials and communicate clearly with senior stakeholders across internal and external teams.

High Degree of Ownership & Accountability

• Comfortable taking full responsibility for workstreams and deliverables; consistently delivers high-quality output under pressure without repeated oversight.

Sector Familiarity – Industrials

• Prior experience or demonstrable interest in industrials, energy transition, or infrastructure sectors preferred, with the ability to ramp up quickly on niche sub-sectors.

Attention to Detail & High Standards

• Meticulous approach to quality control; demonstrates strong pride in work and holds themselves to a high professional benchmark.

Execution-Focused & Commercial Judgement

• Proven ability to prioritise critical issues, anticipate next steps, and think commercially to support successful deal outcomes.

Team Collaboration with Leadership Readiness

• Able to work closely with senior deal leads while supporting and guiding junior team members effectively.

Resilience & Adaptability in High-Pressure Environments

• Thrives in a fast-paced, demanding setting with changing priorities and tight deadlines; maintains composure and focus under stress.

Discretion & Professional Maturity

• Handles sensitive information with care and communicates with tact and professionalism at all levels.

Any Other Attributes That Would Be Helpful, But Not Essential for the Role

• M&A business understanding
• Financial modelling experience beneficial

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme 

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.