About the Role
As a Senior Manager in the Financial Services team at Strategy&, you will play a central role in solving complex strategic challenges for leading private equity investors, portfolio companies, banks, insurers, wealth and asset managers, and FinTechs. You will be instrumental in framing and structuring ambiguous problems, driving analysis, and translating complex findings into clear, commercially grounded recommendations for senior stakeholders.
Responsibilities
- Lead commercial due diligence engagements for private equity investors, portfolio companies, and corporate clients, providing strategic insights across buy-side, sell-side, and vendor transactions.
- Drive growth and value creation for portfolio companies through market expansion, customer strategy, proposition development, pricing optimization, and go-to-market improvements, leveraging deep expertise in the financial services sector.
- Build and maintain trusted relationships with senior stakeholders, including private equity investors, portfolio company executives, and corporate leaders.
- Support business development through proposals, pitches, and account growth initiatives.
- Lead and develop high-performing teams, mentoring junior colleagues, supporting recruitment and training, ensuring delivery excellence under tight transaction timelines.
- Contribute to the firm's thought leadership and market presence.
Requirements
- Proven experience in strategy consulting, commercial due diligence, corporate development, or M&A-related roles.
- Strong expertise across banking, insurance, wealth management, or asset management sectors.
- Demonstrated success supporting private equity investors, portfolio companies, and corporate clients through investment decisions, transaction processes, and value creation initiatives.
- Strong understanding of financial services market trends and ability to develop evidence-based perspectives on sector evolution.
- Excellent strategic and analytical problem-solving skills, including the ability to tackle complex, ambiguous issues, structure commercial analysis, and assess business plans and growth forecasts.
- Outstanding communication and stakeholder management skills, with experience presenting complex findings and commercially focused recommendations to senior executives, boards, and investment professionals.
- Proven ability to build, lead, and develop high-performing teams, fostering trusted client relationships while providing clear direction, constructive challenge, and effective coaching.
- Available for work visa sponsorship.
Skills
- Acquisition Strategy
- Active Listening
- Analytical Thinking
- Business Plan Evaluation
- Capital IQ
- Coaching and Feedback
- Communication
- Competitive Advantage
- Competitive Analysis
- Corporate Development
- Creativity
- Customer Due Diligence
- Deal Structures
- Embracing Change
- Emotional Regulation
- Empathy
- Financial Due Diligence
- Financial Modeling
- Financial Risk Analysis
- Financial Statement Analysis
- Inclusion
- Industry Trend Analysis
- Influence
Location
- Office
- Home
- Client site
Work Type
- Hybrid
Experience Level
- Senior Manager
Benefits
- Empowered flexibility
- Private medical cover
- 24/7 access to a qualified virtual GP
- Six volunteering days a year
About the Company
- Strategy& is a global strategy consulting business and part of the PwC network.
