Associate Director, Transaction Services - Financial Services

Interpath Advisory; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

Interpath is seeking a highly motivated Associate Director for our Financial Services Transaction Services team in London. You will lead complex engagements on buy-side and sell-side assignments and drive senior client relationships across the Financial Services sector, working closely with Corporate Finance and Debt Advisory teams.

You will mentor Managers, Associates and Analysts, contribute to the growth of our Financial Services sector, and help deliver high-quality due diligence and

Qualifications

• Bachelor's degree required.
• Experience in Transaction Services in Financial Services is essential.
• Professional qualification (CA or similar) preferred but not required.
• Demonstrated entrepreneurial spirit and team orientation.

Responsibilities

• Lead the preparation and delivery of FDD, VDD and Vendor Assist reports.
• Evaluate QoE and benchmark NWC based on historical trends.
• Analyse debt-like items through balance sheet reviews and off-balance-sheet items.
• Lead client meetings and manage senior client relationships while mentoring junior staff.

Skills

FDD/VDD

QoE analysis

NWC analysis

Balance sheet review

Client relationships

Engagement leadership

Education

Bachelor's degree

Chartered Accountant (CA)

Job 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.

• 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.