Manager - Financial Due Diligence (Financial Services)

Ambition; City of Edinburgh; Presencial; GBP 75.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus

Benefits package

Referral scheme

Descripción de la vacante

Ambition in Edinburgh is seeking a Manager to lead Financial Due Diligence engagements for corporate, private equity and financial services clients. You'll oversee analytics, risk evaluation and value drivers across transactions, delivering reports and strategic recommendations to senior stakeholders.

The role offers exposure to high-profile deals, collaboration with multidisciplinary teams, and clear progression opportunities within a growing practice.

Formación

• ACA, ACCA or an equivalent professional qualification.
• Experience within Financial Due Diligence, Transaction Services, Deals Advisory or a related transaction environment.
• Exposure to Financial Services sector (Banking/Insurance/Asset Management).
• Strong analytical and financial review capabilities.
• Excellent communication and stakeholder management skills.
• Experience managing multiple workstreams and delivering high-quality work to deadlines.
• Collaborative approach with interest in mentoring others.
• Buy-side and sell-side transaction experience.
• Previous project leadership or people management experience.
• Exposure to business development and client relationship activities.

Responsabilidades

• Lead the day-to-day delivery of financial due diligence engagements.
• Manage project timelines, deliverables and stakeholder expectations across multiple transactions.
• Analyze financial and operational information to identify key risks, opportunities and value drivers.
• Prepare and review high-quality reports, presentations and client deliverables.
• Present findings and commercially focused recommendations to clients and senior stakeholders.
• Build and maintain strong client relationships throughout the transaction lifecycle.
• Collaborate with colleagues across Corporate Finance, Valuations, Tax and other advisory teams.
• Coach and develop junior team members through guidance.
• Contribute to business development and recruitment efforts.

Conocimientos

Analytical skills

Communication

Stakeholder management

Multi-workstream leadership

Commercial awareness

People coaching

Business development

Client relationship skills

Team leadership

Educación

ACA/ACCA or equivalent

Descripción del empleo

A leading professional services and advisory firm is seeking a Manager to join its Financial Due Diligence team in Edinburgh.

The team advises corporate, private equity and financial services clients on a broad range of transactions, including acquisitions, disposals, refinancings and capital market activity. Working across Banking & Capital Markets, Insurance and Asset Management, you will provide financial analysis and commercial insight to support clients through key strategic decisions.

This is an opportunity to work on high-profile transactions within the financial services sector, collaborating with experienced multidisciplinary teams and building strong relationships with a diverse client base. The role offers significant exposure to complex deals, a high level of responsibility, and excellent opportunities for professional development and progression.

Key Responsibilities

• Lead the day-to-day delivery of financial due diligence engagements.
• Manage project timelines, deliverables and stakeholder expectations across multiple transactions.
• Analyse financial and operational information to identify key risks, opportunities and value drivers.
• Prepare and review high-quality reports, presentations and client deliverables.
• Present findings and commercially focused recommendations to clients and senior stakeholders.
• Build and maintain strong client relationships throughout the transaction lifecycle.
• Work closely with colleagues across Corporate Finance, Valuations, Tax and other advisory teams.
• Support and develop junior team members through coaching and ongoing guidance.
• Contribute to business development initiatives, client relationship activities and recruitment efforts.

Candidate Profile

The successful candidate is likely to bring:

• ACA, ACCA or an equivalent professional qualification.
• Experience within Financial Due Diligence, Transaction Services, Deals Advisory or a related transaction environment.
• Exposure to the Financial Services sector, ideally within Banking, Insurance or Asset Management.
• Strong analytical and financial review capabilities.
• Excellent communication and stakeholder management skills.
• Experience managing multiple workstreams and delivering high-quality work to deadlines.
• Strong commercial awareness and an understanding of transaction processes.
• A collaborative approach and an interest in supporting the development of others.
• Buy-side and sell-side transaction experience.
• Previous project leadership or people management experience.
• Exposure to business development and client relationship activities.
• Coaching and mentoring experience.

What's on Offer

• Opportunity to work on market-leading financial services transactions.
• Exposure to high-profile corporate, private equity and financial services clients.
• Clear progression opportunities within a growing transaction advisory practice.
• A collaborative and high-performing team environment.
• Competitive salary, bonus and comprehensive benefits package.

If you're looking to further develop your career in Financial Due Diligence and gain exposure to complex, high-profile transactions within a leading advisory environment, we'd be interested in hearing from you.

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.co.uk/refer-a-friend