Financial Services Transaction Diligence Executive

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Candidates will have the opportunity to work alongside and learn from some of the leading practitioners in the domain, work on challenging client engagements, and benefit from being part of a practice that places high emphasis on learning and development. Our projects are typically complex, integrated assignments that frequently involve working with colleagues across a variety of disciplines, as well as other professional advisers. Our clients include leading global companies across the Insurance, Banking & Capital Markets and Asset Management industries as well as private equity, central banks and Government treasury departments.

Many of our projects involve international travel, and the integration of our EMEIA practice has made longer-term mobility a genuinely accessible option for those who wish to develop their career internationally. You will be working alongside diverse and experienced due diligence professionals, where you will continue to develop your skills to perform due diligence in a range of situations and sectors.

The opportunity: Our FS Transaction Diligence team aims to assist clients throughout the entire transaction process, working closely with other specialists both within Strategy and Transactions and other Service Lines. Whilst traditional financial due diligence is a key element of our work, transaction support is much broader, incorporating assistance with strategic assessment, transaction management, negotiation and documentation, value creation and post-completion processes.

Typically, you'll analyse the financial and operational results of companies targeted for acquisition/sale by reviewing financial information and participating in interviews with management. You'll work effectively as a team member by demonstrating your commitment to quality, sharing responsibility, providing support, maintaining communication and updating senior team members on progress. You'll also help to create a positive learning culture for junior team members and support their development. As part of your role in the wider team, you’ll have a role to play in other team initiatives – for example, account management, business development and recruitment.

Your key responsibilities:

• Based on understanding the key business drivers, prepare analyses of historical and pro forma financial information to assess trends and fluctuations that may impact funding requirements and deal valuation.
• Perform industry and company research utilising online tools and publicly available information.
• Assist in researching technical accounting / regulatory issues to evaluate implications on transaction valuation and structuring.
• Prepare client deliverables including excel databook analysis, reports, presentations and discussion packs.
• Assist in managing the input of other service lines to the assignment, gaining a good overall understanding of the key issues for the proposed transaction.
• Develop and maintain an external and internal network of contacts through personal contacts and previous client assignments.

Skills and attributes for success:

• Commercial awareness gained through direct experience of the financial services sector (either from within an Audit or Transaction Support role).
• Strong academic record including a degree.
• Experience working within the Financial Services Sector.
• Excellent analytical, IT and interpersonal abilities.
• Ability to work well within a team.
• Effective written and verbal communication.
• Strong work initiative and the ability to adapt to new challenges and ideas.
• Strong word, excel and PowerPoint skills.

What we offer: We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions.

Plus, we offer:

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.