Transaction Services Senior

Transaction Services Senior Associate
I'm currently working on behalf of a growing and highly ambitious advisory firm looking to hire a Senior Associate into its Transaction Services team.

This is a fantastic opportunity for someone with financial due diligence experience who wants to join a team operating across the lower mid-market, supporting a broad range of clients including private equity, search funds, trade buyers and lending institutions.

The role will primarily focus on buy-side and sell-side financial due diligence, but you'll also gain exposure to valuations and IPO-related advisory work, offering a broader platform for development over time.

This opportunity would suit someone who enjoys working in a collaborative, entrepreneurial environment and wants to be part of a firm with clear growth ambitions and a strong people-focused culture.

The role will involve:

• Preparing and maintaining data packs and supporting schedules for due diligence engagements
• Analysing historical financial performance, including revenue, margin and cost trends
• Reviewing working capital and net debt positions
• Liaising directly with clients and target management teams
• Supporting the drafting of clear, concise reports and other deliverables
• Coaching and supporting more junior team members
• Working closely with colleagues across the wider firm
• Assisting with financial models to support transaction analysis
• Contributing to business development activity, including proposals, networking and meetings

To be considered, you'll ideally have:

• ACA, ACCA, CFA or equivalent qualification
• At least 2 years' financial due diligence experience
• Strong analytical and numerical skills with excellent attention to detail
• Strong written and verbal communication skills
• The ability to work well in a collaborative team environment
• A proactive, self-starting approach and willingness to take ownership
• Strong organisational skills and the ability to manage multiple deadlines

Alongside the role itself, the firm offers a strong overall package with a clear focus on development, wellbeing and reward, within a culture that encourages people to bring their full selves to work and grow their careers in a supportive environment.

If you'd be open to hearing more, get in touch.

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