Research Analyst - Financial Services & M&A

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About us

Dyer Baade & Company is a London-based M&A advisory firm advising owners, CEOs and professional investors on transactions in the £20–200m valuation range, with a particular specialisation in deals that involve an exit to Private Equity and mid-market transactions in the wealth management sector. We focus selectively on mandates where strategic preparation, disciplined execution and competitive dynamics materially influence valuation and deal terms. 

The firm is currently investing significantly in workflow automation, AI-enabled research, knowledge management and transaction execution infrastructure to further enhance quality, efficiency and scalability across advisory processes.

We are now hiring a Research Analyst to strengthen our market intelligence and research capabilities and support the firm’s growth ambitions.

About the role

We are looking for an intellectually curious, highly organised and analytically strong individual who is seeking to build a long-term career in financial services and M&A research. The role is ideally suited to graduates or early-career professionals who enjoy structured research, detailed analysis and developing a deep understanding of companies, investors and market dynamics.

Working closely with our Senior Analyst and wider team, you will research companies, buyers, sellers, transactions and industry developments across our core sectors. You will also contribute to the firm's proprietary industry reports, market intelligence databases and thought leadership publications.

Alongside traditional research activities, you will support the ongoing development of AI-enabled research tools, workflow automation and knowledge management processes to enhance the quality and efficiency of our research capabilities.

This is a specialist research position rather than a traditional M&A execution role, offering the opportunity to develop exceptional sector knowledge, increasing independence and genuine subject-matter expertise.

The role offers an outstanding opportunity to build long-term professional expertise within a collaborative, intellectually rigorous and high-performance advisory environment.

 

Key Responsibilities

  • Researching market trends, industry developments, competitive dynamics and M&A activity across our core sectors.

  • Preparing detailed company profiles, including ownership structures, financial information, business models and strategic positioning.

  • Identifying and researching potential buyers, sellers, acquisition targets and Private Equity investors.

  • Building and maintaining comprehensive market maps, company databases, transaction records and investor profiles.

  • Collecting, verifying and analysing data for proprietary industry reports, market studies and thought leadership publications.

  • Preparing market intelligence, research summaries, charts and analytical materials for senior advisers and the wider team.

  • Monitoring relevant market developments and ensuring internal research databases remain accurate, comprehensive and up to date.

  • Supporting the development and implementation of AI-enabled research tools, automated workflows and knowledge management processes.

  • Contributing to the continuous improvement of research methodologies, data quality and internal best practices.

 

Candidate Profile

The successful candidate will be intellectually curious, highly organised and motivated by producing consistently accurate, high-quality research. They will enjoy working in a structured, high-performance environment where attention to detail, reliability, accountability and professionalism are valued above hierarchy.

We are particularly interested in individuals who take pride in systematic working, maintaining high standards and continuously improving the quality and completeness of their work.

The role is best suited to candidates who enjoy detailed research, recurring analytical tasks and gradually developing deep knowledge of particular markets, companies and investors. We are looking for individuals who see research as a long-term professional specialisation rather than a stepping stone into transaction execution or general management. Candidates should also demonstrate an interest in process improvement and the practical application of technology and AI to enhance research quality and efficiency.

 

Experience & Qualifications

  • Strong academic background, ideally a degree in Finance, Economics, Business, Accounting or a related analytical discipline.

  • Graduate or approximately 1–2 years of relevant professional experience in research, financial services, consulting, corporate finance or a comparable environment.

  • Excellent desk research skills and the ability to identify, assess and verify information from multiple sources.

  • Strong Excel and PowerPoint capabilities.

  • Strong analytical and problem-solving ability.

  • Excellent written and verbal communication skills.

  • Exceptional attention to detail and commitment to accuracy.

  • Strong organisational skills and the ability to manage recurring responsibilities alongside project-based research assignments.

  • Ability to work independently while following established methodologies and quality standards.

  • Interest in AI-enabled research tools, data management and technology-driven process improvement.

Exposure to the financial services sector or M&A research is beneficial, but not required.

 

What We Offer

  • Exposure to complex and high-profile mid-market M&A transactions and strategic advisory projects.

  • Outstanding training and mentoring from experienced analysts and senior advisers.

  • Opportunity to develop deep expertise in Financial Services, M&A markets, Private Equity investors and industry dynamics.

  • Meaningful involvement in proprietary industry reports, market intelligence and thought leadership publications.

  • Increasing ownership of specialist research areas, databases and market intelligence activities.

  • A long-term career development path from Research Analyst to Senior Research Analyst and potentially Associate, with research remaining the core professional focus.

  • Opportunity to contribute to the development of next-generation research capabilities, AI-enabled tools and knowledge management processes.

  • Collaborative, intellectually rigorous and supportive working environment.

  • Long-term career development within a growing specialist boutique.

  • Competitive compensation.

 

Location

  • St. James, London

 

Application Process

If you match the above criteria and would like to apply, please send a short but meaningful cover note and your CV to talent@dyerbaade.com.