Investment Banking Associate (Junior Level)

General Description

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SMB/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-Time

About Lerner Associates

Lerner 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 Role

We 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 Responsibilities

• Support 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 decks

Information Memoranda (CIMs)Management presentations

• Conduct 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 Profile

• Personable and Outgoing

Comfortable 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-Motivated

You are driven to achieve results, take initiative, and consistently exceed goals.

You enjoy working independently while contributing to a collaborative team environment.

• Organised and Strategic

You 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 Us

• Be 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 level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales
• IndustriesInvestment Banking

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