Assistant Director - M&A

Yolk Recruitment Ltd; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services advisory firm in Greater London is seeking an experienced professional for the Value Creation Services team. This delivery-focused role involves identifying value creation opportunities, executing performance improvements, and engaging senior stakeholders. Ideal candidates will have a strong track record in the Financial Services sector, experience with Private Equity, and excellent analytical and communication skills. Join a high-performance culture that values flexibility and impactful work.

Qualifications

• Strong track record in delivering performance improvement or turnaround programmes.
• Experience in Financial Services across one or more FS sub-sectors.
• Confident in engaging with senior stakeholders.

Responsibilities

• Identify and unlock value creation opportunities within Financial Services businesses.
• Design and execute performance improvement initiatives at pace.
• Support buy-side and sell-side operational due diligence.

Skills

Performance improvement

Financial Services sector experience

Operational due diligence

Analytical capability

Communication skills

Team leadership

Tools

PowerBI

Tableau

Job description

🚀 Shape Value. Drive Impact. Transform Financial Services.

Role: Value Creation Services - Financial Services (Private Equity & Corporate)
Firm: Big 4 Advisory

Are you ready to roll up your sleeves and deliver real, measurable impact? This is a hands-on opportunity to work at the sharp end of value creation-partnering with Private Equity and Corporate clients to accelerate performance, unlock growth and deliver operational turnarounds where it matters most.

Joining a fast-growing Value Creation Services (VCS) team within a leading Big 4 firm, you'll work directly with senior stakeholders, management teams and investors across the full deal lifecycle-helping Financial Services businesses improve cash, EBITDA and long-term sustainability

What You'll Be Doing

• Identifying and unlocking value creation opportunities within Financial Services businesses
• Designing and executing performance improvement initiatives at pace
• Working shoulder-to-shoulder with management teams to deliver tangible results
• Supporting buy-side and sell-side operational due diligence, carve-outs and integrations
• Driving initiatives across cost reduction, operating model optimisation, cash & working capital, and liquidity management
• Collaborating with Strategy, Risk & Transactions, Technology and Transformation specialists to deliver joined-up solutions
• Contributing to business development and helping grow client relationships
• Leading, mentoring and developing high-performing team

Why This Role?

This is not a slide-deck-only advisory role. This is delivery-focused, pragmatic and impact-driven work-ideal for professionals who thrive in fast-moving environments and want to see the results of their work quickly.

You'll be part of an inclusive, high-performance culture that values collaboration, integrity and measurable impact. Flexible working is encouraged, recognising that the best outcomes come from balance and trust.

What You'll Bring

• A strong track record delivering performance improvement or turnaround programmes
• Financial Services sector experience (across one or more FS sub-sectors)
• Exposure to Private Equity portfolio companies (highly desirable)
• Experience in operational due diligence, carve-out and integration
• Proven delivery across cost, TOM, cash or liquidity initiatives
• Confidence operating with senior stakeholders
• Excellent analytical capability (Excel, PowerPoint, BI tools such as PowerBI or Tableau)
• Strong communication and presentation skills
• Experience developing talent and leading teams
• Willingness to travel internationally when required