Assistant Manager, Transaction Services - Financial Services at Interpath Advisory | GB | Rezi

Assistant Manager, Transaction Services - Financial Services at Interpath Advisory

Assistant Manager, Transaction Services - Financial Services

Interpath Advisory · GB

1 weeks ago

Assistant Manager, Transaction Services - Financial Services

Interpath Advisory · GB

13 days ago
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About the Role

Interpath is seeking a highly motivated Assistant Manager 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 Assistant Manager, you will have the opportunity to work on complex engagements, develop client relationships, and collaborate closely with industry leaders in a dynamic and entrepreneurial Deal Advisory practice. Your responsibilities will encompass the full spectrum of the transaction lifecycle, managing 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.

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.

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.

Skills

  • Financial Due Diligence (FDD)
  • Vendor Due Diligence (VDD)
  • Vendor Assist
  • Quality of Earnings evaluation
  • Net Working Capital (NWC) analysis
  • Debt-like items identification
  • Client relationship management
  • Business development

Location

  • London

Work Type

  • Full-time

Experience Level

  • Assistant Manager

Education Level

  • Bachelor's degree
  • ACA/ACCA/CFA qualified (or equivalent)

About the Company

  • 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.