Transaction Advisory Services (TAS) Manager - Financial Services
Core
Lead financial due diligence (FDD) for buy-side and sell-side transactions in the financial services sector, serving private equity and corporate clients.
Role type
Manager, Transaction Advisory Services (Financial Due Diligence)
Builds
Financial due diligence reports and analysis for private equity and corporate clients in wealth management, insurance, banking, lending, payments, and fintech.
Domain
Financial Services / Transaction Advisory
Deliverable
client delivery
Required skills
Financial due diligence, project delivery, client relationship management, team oversight, risk management, compliance, financial analysis, presentation skills, WIP management
Preferred skills
Public company transaction experience (AIM Market), sector specialization
Technologies
None stated
Responsibilities
Lead day-to-day delivery of small and medium sized projects, manage preparation of client deliverables, coach junior team members, lead diligence meetings, manage risk and compliance, manage WIP and invoicing
Seniority
Manager, hands-on IC with team oversight