Associate Director - Financial Services Advisory
Core
Lead engagement execution and project management for financial services advisory, including on-site inspections, governance reviews, and financial crime compliance.
Role type
Senior IC financial services advisory director
Builds
Client reports, financial models, and strategic insights for lenders, borrowers, and investors
Domain
Financial Services / Regulatory Compliance / Lending
Required skills
Financial modelling, capital markets knowledge, debt products expertise, governance review, financial crime compliance, project management, client relationship management, business development, team mentorship
Preferred skills
PCF or similar role experience, ACCA/CAI/CFA qualifications, lending background (first/second line)
Technologies
None stated
Responsibilities
Lead engagement execution and project management, Participate in engagement planning and structuring discussions, Develop and review high-quality client reports, Conduct financial modelling and analysis, Serve as a primary contact for clients, lenders, and third parties, Assist in new business development and pitch preparation, Mentor and support junior team members
Seniority
Senior, hands-on IC