Strategic Initiatives Lead

Company & Culture

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments- including stocks, ETFs, bonds, futures, and options- all within a single, multi-currency account.

We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company into the future.

As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritize investing in our most valuable asset - our people. Join us in shaping the future of finance.

About the Role

We are seeking a highly motivated and experienced Strategic Initiatives Lead to identify and build commercially viable business cases that support the company's long-term strategy, with M&A and other types of strategic partnerships being a key component.

The ideal candidate will possess a strong background in corporate finance and M&A, with a proven ability to manage complex projects and work collaboratively with internal and external stakeholders.

Reporting Line: Global Chief Financial Officer

Location: UK

Worksite: hybrid / remote

Responsibilities:

• Strategy Development: Collaborate with senior leadership and external M&A consultants to create and refine the M&A exit strategy for the Exante & Velexa group. This includes identifying potential buyers, assessing market conditions, and defining key valuation metrics.

• Stakeholder Coordination: Act as the primary point of contact for all M&A-related activities. Prepare and present detailed reports and project updates to senior management and the board of directors.

• Data Room Management: Create, maintain, and coordinate the quarterly update of the data room for potential investors and M&A consultants. Ensure all financial, legal, and operational documents are accurate, organized, and confidential.

• Financial Analysis and Valuation: Develop, maintain, and update valuation models and financial projections to support the exit strategy. Analyze industry-specific multipliers and key performance indicators (KPIs) to assess potential offers effectively.

Qualifications

• Experience: Minimum of 5 years of experience in investment banking, corporate development, or private equity, with a focus on M&A transactions, particularly on the sell-side.

• Skills: Exceptional financial modeling and valuation skills. Proven ability to manage complex, multi-stakeholder projects under tight deadlines. Excellent communication and negotiation skills.

• Knowledge: Deep understanding of the financial services or fintech industry. Familiarity with M&A processes, legal frameworks, and due diligence best practices is essential.

• Attributes: Highly organized, detail-oriented, and able to work independently. Must demonstrate a high degree of discretion and professionalism when handling sensitive information. A strategic thinker with a proactive and results-driven mindset.

Personality / Mindset

• Integrity & loyalty

• Team player with advanced communication and collaboration skills

• A hands-on, can-do attitude - always looking for solutions and thinking out of the box

• Overachiever mentality

• Capability to work and succeed in the fast pace and ever-changing environment

We Offer*

• Competitive salary

• Corporate benefits (choose your preferred options)

• Truly inspiring culture, pleasant and informal work environment

• Ongoing education & training programs

• Opportunity to network and connect in the Corporate Events

• Global career opportunities

*Benefits/perks can vary depending on the nature of your employment with the company and the country where you work

A group of disruptive technology experts created EXANTE. With an impressive track record in the industry and knowledge of the markets, our systems are built to democratize access to global financial instruments for professional traders and institutional investors.