Assistant Manager, Transaction Services – Financial Services

Overview

In this role you will support complex financial due diligence and related services for a diverse Financial Services client base in London. You will drive the deal lifecycle alongside cross‑functional teams, strengthening client relationships and contributing to the growth of Interpath’s Financial Services sector practice. Your work will span buy-side and sell-side engagements, prioritising risk assessment, value drivers, and actionable insights. This is an entrepreneurial, client‑facing opportunity to shape deals at a fast‑growing, global advisory firm.

Responsibilities

• Support 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
• Manage client meetings and act as a key contact for due diligence engagements
• Support business development initiatives and contribute to the continued growth of our Financial Services sector practice

Key requirements

• Bachelor’s degree required
• ACA/ACCA/CFA qualified (or equivalent), with experience in Audit, Transaction Services or a related field; Financial Services experience is advantageous
• Demonstrated entrepreneurial spirit and strong team orientation
• Ability to manage 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

• entrepreneurial spirit
• team orientation
• excellent communication
• Financial Due Diligence (FDD)
• Vendor Due Diligence (VDD)
• Quality of Earnings analysis

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