Associate Director, Transaction Services - Financial Services

Associate Director, Transaction Services - Financial Services

Full-Time 67500 - 82500 £ / year (est.) No working from home possible
Interpath Advisory

At a Glance

  • Tasks: Lead complex financial transactions and mentor a dynamic team in a fast-paced environment.
  • Company: Join a rapidly growing international advisory firm with a passion for doing what's right.
  • Benefits: Competitive salary, professional development, and the chance to work with industry leaders.
  • Other info: Opportunity to grow within a diverse and entrepreneurial team.
  • Why this job: Make a real impact in the financial services sector while developing your leadership skills.
  • Qualifications: 6+ years in Transaction Services and strong communication skills required.

The predicted salary is between 67500 - 82500 £ per year.

Description Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning Deals, Advisory and Restructuring.

We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made.

Interpath is agile, independent, and conflict-free, and our passion for doing what’s right, every time, sets us apart.

Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms.

Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Switzerland, Austria, Spain, South Africa, Algeria, India, BVI, Cayman Islands, Bermuda, Barbados, Hong Kong and Singapore.

By 2030 we aim to be one of the world’s leading advisory firms with a truly global footprint.

Interpath is seeking a highly motivated Associate Director for our Financial Services Transaction Services team in London.

This role presents an exciting opportunity to engage with a diverse portfolio of Financial Services clients, such as banks, non-bank lenders, fintechs, asset managers, insurance brokers and others.

The team has ambitions to grow rapidly and extend coverage to an even broader array of sub-sectors.

As an Associate Director, you will have the opportunity to lead complex engagements, develop senior client relationships, and work closely with industry leaders in a dynamic and entrepreneurial Deal Advisory practice.

Your responsibilities will encompass the full spectrum of the transaction lifecycle, leading both buy-side and sell-side assignments.

You will play a pivotal role in delivering successful transactions by collaborating with our Corporate Finance, Debt Advisory and other DD specialists across the Interpath network.

In addition, you will take a leadership role in developing our people, mentoring Managers, Associates and Analysts, while contributing to the continued growth of our Financial Services sector offering.

Key Responsibilities Lead the preparation and delivery of Financial Due Diligence (FDD), Vendor Due Diligence (VDD) and Vendor Assist reports.

Evaluate Quality of Earnings to identify extraordinary income and costs that impact underlying earnings.

Analyse and benchmark Net Working Capital (NWC) based on historical trends.

Identify debt-like items through an in-depth review of balance sheets and off-balance-sheet arrangements.

Critically assess target forecasts, highlighting key risks and opportunities.

Lead client meetings and act as the primary contact for due diligence engagements.

Build and strengthen client relationships while mentoring Managers, Associates and Analysts.

Support business development initiatives and contribute to the continued growth of our Financial Services sector practice.

Requirements Bachelor's degree required.

At least 6 years' experience in Transaction Services or another relevant field.

Experience working on transactions within the Financial Services sector is essential.

Chartered Accountancy, or other similar professional qualification, preferred but not required.

Demonstrated entrepreneurial spirit and strong team orientation.

Ability to lead multiple engagements in a fast-paced, collaborative environment.

Excellent communication and presentation skills with a proven record of managing senior client relationships.

Experience supporting business development and originating opportunities is advantageous but not mandatory.

  • Job Summary ID: D695181C28Department: Deals, Transaction Services
  • Type: full time

Associate Director, Transaction Services - Financial Services employer: Interpath Advisory

Interpath is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture where innovation and collaboration thrive. With a competitive salary and a comprehensive benefits package, team members are supported in their professional journeys while engaging in meaningful advisory work across solvent liquidations and MVLs. Located in the UK, Interpath fosters a supportive environment that encourages mentorship and continuous learning, making it an ideal place for those seeking to make a significant impact in the field of restructuring.

Interpath Advisory

Contact Details:

Interpath Advisory Recruitment Team

We think you need these skills to ace Associate Director, Transaction Services - Financial Services

Financial Due Diligence (FDD)
Vendor Due Diligence (VDD)
Quality of Earnings Evaluation
Net Working Capital Analysis
Debt-like Item Identification
Forecast Assessment
Client Relationship Management