Talent.com
Interpath Advisory
Associate Director, Transaction Services - Financial ServicesInterpath Advisory • London, England, GB
Associate Director, Transaction Services - Financial Services

Associate Director, Transaction Services - Financial Services

Interpath Advisory • London, England, GB
4 days ago
Job type
  • Full-time
  • Quick Apply
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.

Requirements

  • 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.

Create a job alert for this search

Associate Director, Transaction Services - Financial Services • London, England, GB

Similar jobs

Transaction Tax – Associate Director

cer FinancialGreater London, England, GB
Full-time

Transaction Tax – Associate Director.Financial are working alongside a leading professional services firm.They are seeking a Transaction Tax – Associate Director to join their London team, advising... Show more

 • Promoted

Associate Director - Corporate and Fund Services

Apex Group LtdGreater London, England, GB
Full-time +1

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.Our business is unique in its ability to reach glob... Show more

 • Promoted

Associate Director - Investment Firms

CosegicGreater London, England, United Kingdom
Full-time +1

Associate Director - Investment Firms.London | Hybrid | Investment Management & Regulatory Advisory.Cosegic's Investment Firms practice is growing.We advise investment managers, private markets fir... Show more

 • Promoted

Associate Partner - Financial Services

Infosys ConsultingGreater London, England, GB
Full-time

Where Innovation meets Excellence.Be a part of a globally renowned management consulting firm that is on the front-line of industry disruption.We are a mid-size player with a supportive, entreprene... Show more

 • Promoted

Finance Transformation Associate Director

Grant Thornton (UK)Greater London, England, GB
Full-time

R1036522Alternatively, Grant ThorntonAt Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry.Providing audit, tax... Show more

 • Promoted

Finance Transformation Associate Director

JobtailorGreater London, England, GB
Full-time

Lead end-to-end controllership transformation programmes: from current-state diagnostic through to future-state operating model design and implementation.Own financial close automation workstreams,... Show more

 • Promoted

Associate Director, Financial Services & Business-to-Business

Marketing Management Analytics, Inc.Greater London, England, GB
Full-time

London, England, United Kingdom (Hybrid).As an Associate Director in the.Financial Services and B2B Client Success Team.You will be joining a team that delivers both syndicated and ad-hoc focused i... Show more

 • Promoted

M&A Tax, Associate Director

GRANT THORNTONGreater London, England, GB
Full-time

Our Transaction Advisory Services (TAS) Tax team is structured in a unique way – we are focused on providing the full spectrum of tax services to private equity, across funds, deals and portfolio c... Show more

 • Promoted

Senior Associate Director — Strategic Advisory & Transactions

G3 Good Governance Group LtdGreater London, England, GB
Full-time

G3 is seeking an Associate Director for our London office to handle demanding engagements across law, finance, consulting, corporate strategy, government, or comparable environments.The role emphas... Show more

 • Promoted

Structured Finance Associate — Complex Cross-Border Deals

Simmons & SimmonsGreater London, England, United Kingdom
Full-time

Simmons & Simmons in London or Bristol is seeking an Associate (2+ PQE) to join the Structured Finance & Derivatives team.You will handle sophisticated domestic and cross-border transactions, advis... Show more

 • Promoted

Associate Director - Transaction Services

K3 Capital GroupLondon, England, GB
Full-time

Associate Director - Transaction Services.Associate Director - Transaction Services.As the Transaction Services Associate Director with a focus on Financial Due Diligence, working with our newly ap... Show more

 • Promoted

Associate Director - Corporate and Fund Services

Apex GroupGreater London, England, GB
Full-time +1

You can find out more about this in ourAssociate Director - Corporate and Fund Services page is loaded## Associate Director - Corporate and Fund Serviceslocations: Londontime type: Full timepos... Show more

 • Promoted

NEW 2026: Fintech / Financial Services Associate, Caribbean, Offshore, 3-7 PQE

Ellis-WakeGreater London, England, United Kingdom
Full-time

NEW; ideal for a relocating City lawyer looking for Caribbean associate role, focusing on advising clients in the fintech and broader financial services sectors, including payment services, virtual... Show more

 • Promoted

Corporate Treasury Advisory Associate Director

RSMGreater London, England, GB
Full-time

RSM delivers high quality services to middle‑market businesses.The opportunity is to help grow RSM’s Risk and Governance solution as an Associate Director in the Corporate Treasury Advisory team, p... Show more

 • Promoted

Associate Director

Armstrong KnightLoughton, England, GB
Full-time

Our client is now seeking an ambitious and career-driven.Assist in the strategic planning and delivery of business services.Ensure the high-quality delivery of accounting compliance, corporation ta... Show more

 • Promoted

Associate Director

Turner & TownsendGreater London, England, GB
Full-time

Role Purpose: The purpose of this position is responsibility for project management services within an assigned geographic market, program or client account to achieve the company's strategic busin... Show more

 • Promoted

Associate Director - Corporate and Fund Services

Apex Group Ltd (UK Branch)Greater London, England, GB
Full-time

Corporate Solutions / Real Assets.Apex are looking for an experienced, self‑motivated and forward‑thinking leader within its Real Assets client services team in London.The Associate Director will b... Show more

 • Promoted

Associate Director / Director, Global Capital Markets (Structured Finance and Securitisation)

Corporation Service CompanyGreater London, England, United Kingdom
Full-time +1

Associate Director / Director, Global Capital Markets (Structured Finance and Securitisation).Associate Director / Director, Global Capital Markets (Structured Finance and Securitisation).Associate... Show more

 • Promoted

Associate Director, Client Services

Whalar GroupGreater London, England, GB
Full-time

Associate Director, Client Service.Whalar is the leading, most awarded, independent creator and social agency.We transform brands into cultural drivers by unlocking the full creative power of creat... Show more

 • Promoted

Associate/Associate Director - Valuations

SavillsGreater London, England, GB
Full-time

We have an exciting opportunity for an ambitious, client-focused and entrepreneurial individual to join Savills’ market-leading Loan Security Valuation team in London.This role involves taking owne... Show more