Transaction Services, Financial Services | Director / Associate Director | Deals
Core
Lead complex financial due diligence on financial services transactions, uncovering financial DNA and influencing strategy for buy-side and sell-side engagements.
Role type
Director / Associate Director, Financial Due Diligence
Builds
Production insights and strategic recommendations for major deals in banking, insurance, wealth, superannuation, and fintech.
Domain
Financial Services / Mergers & Acquisitions
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial due diligence, AI and digital tools for financial analysis, commercial acumen, regulatory interpretation, team leadership, client portfolio management
Preferred skills
Market-leading private equity and infrastructure client experience, track record of winning work, advanced data analytics
Technologies
AI, analytics platforms, Alteryx
Responsibilities
Lead complex financial due diligence on financial services transactions; Oversee buy-side and sell-side engagements across banking, insurance, wealth, and fintech; Act as a trusted advisor to senior executives and boards; Build deep financial services sector knowledge; Use advanced tools including AI to enhance delivery; Lead, coach, and develop teams; Contribute to practice growth through market relationships and origination
Seniority
Director, hands-on IC with leadership and practice growth responsibilities
