At a Glance
- Tasks: Lead Financial Due Diligence projects and manage client relationships in a dynamic advisory environment.
- Company: Join a growing boutique advisory firm with a strong reputation in London.
- Benefits: Gain senior-level responsibility, high-quality deal exposure, and direct access to decision-makers.
- Other info: Excellent progression opportunities towards Director level.
- Why this job: Step into a visible role with autonomy and influence in a collaborative culture.
- Qualifications: Experience in Transaction Services and strong client relationship skills required.
The predicted salary is between 54000 - 66000 £ per year.
This is an excellent opportunity for an experienced Transaction Services professional to join a growing boutique advisory firm in London as an Associate Director, taking a senior role across Financial Due Diligence and wider transaction advisory projects. This role would suit someone coming from a Big 4, Top 10, mid-tier or boutique advisory firm who wants more autonomy, stronger client exposure and the opportunity to play a key role in the growth of a high-quality boutique platform.
You will work directly with Partners, investors, entrepreneurs, private equity clients and corporate acquirers across a range of buy-side and sell-side transactions.
- Join a specialist boutique advisory firm with a strong reputation in the London deals market
- Lead buy-side and sell-side Financial Due Diligence projects
- Work directly with Partners, private equity clients, corporates and founder-led businesses
- Take ownership of client relationships, project delivery and transaction workstreams
- Play a visible role in business development, pitches and market-facing activity
- Excellent progression opportunity towards Director
- More autonomy, influence and commercial exposure than a traditional larger firm structure
- Collaborative, entrepreneurial and high-performing advisory culture
As Associate Director within Transaction Services / Financial Due Diligence, you will take a senior role in the delivery of Financial Due Diligence and transaction advisory assignments for a varied client base. You will lead projects from initial scoping through to completion, managing client relationships, coordinating internal and external stakeholders, reviewing financial analysis and ensuring the delivery of high-quality, commercially focused reports.
The role will involve working across buy-side, sell-side, vendor assistance and transaction advisory engagements, helping clients understand the financial performance, risks, opportunities and value drivers of businesses they are acquiring, investing in or preparing for sale. This is a highly visible role where you will be expected to lead delivery, manage teams, develop client relationships and support the continued growth of the Transaction Services practice.
Key Responsibilities
- Lead buy-side and sell-side Financial Due Diligence assignments
- Manage transaction advisory projects from planning through to completion
- Review analysis across quality of earnings, working capital, net debt, cash flow and trading performance
- Prepare, review and present Financial Due Diligence reports and client-facing deliverables
- Identify key deal issues, financial risks, opportunities and value drivers
- Manage client relationships throughout the transaction process
- Liaise with private equity, corporate clients, management teams, lawyers, funders and other advisers
- Lead, mentor and develop junior members of the Transaction Services team
- Support Partners with business development, proposals, pitches and client origination
- Contribute to the growth, strategy and market positioning of the Transaction Services practice
The Ideal Candidate
The successful candidate will be an experienced Transaction Services professional with a strong background in Financial Due Diligence. You may currently be operating at Manager, Senior Manager or Associate Director level within a Big 4, Top 10, mid-tier or boutique advisory firm and looking for a move into a more entrepreneurial, client-facing and senior position. This role would suit someone who enjoys leading FDD projects, working closely with clients and Partners, and having a meaningful influence on the growth of a boutique advisory team.
Requirements
- Strong experience in Transaction Services, Financial Due Diligence or Deal Advisory
- Proven experience leading buy-side and/or sell-side FDD engagements
- Strong technical understanding of quality of earnings, working capital, net debt and cash flow analysis
- Excellent report writing, financial analysis and client presentation skills
- Ability to manage multiple transactions, deadlines and stakeholders
- Strong client relationship skills and confidence advising senior stakeholders
- Experience managing, reviewing and developing junior team members
- Commercial mindset with a genuine interest in M&A, private equity and the wider deals market
- Experience contributing to business development, pitches or client origination would be advantageous
This is a fantastic opportunity to join a growing boutique advisory firm in London where you will gain senior-level responsibility, high-quality deal exposure and direct access to Partners and decision-makers. You will be part of an ambitious Transaction Services team, leading Financial Due Diligence projects and helping shape the continued growth of the practice. For someone looking to step into a more visible, autonomous and commercially focused Associate Director role, this is an excellent next move.
Director Transaction Services employer: HireIQ
Join one of the UK's most progressive accountancy and business advisory firms, where you will thrive in a dynamic and collaborative environment that prioritises employee wellbeing and career development. As an Employment Tax Senior Manager, you'll enjoy a clear pathway to leadership roles while working on complex advisory projects for a diverse client portfolio, all within a flexible hybrid working model that promotes a healthy work-life balance. With generous benefits including enhanced parental leave and a strong focus on technical development, this firm is committed to nurturing your professional growth and success.
StudySmarter Expert Advice🤫
We think this is how you could land Director Transaction Services
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like HireIQ. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Director Transaction Services
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to HireIQ.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on HireIQ's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at HireIQ
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with HireIQ.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at HireIQ will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former HireIQ employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
