Manager - Transaction Diligence - Financial Services, London or Edinburgh

Job description

Manager - Transaction Diligence, London or Edinburgh (Please specify in your application which location you are interested in)

Application closing date 26 April 2025

The UK Financial Services Transaction Diligence team at EY currently has exciting opportunities. You'll work with a high-performing, integrated team which focuses on a variety of high profile IPOs and transactions. You'll have a diverse range of stretching experiences which will give you continuous learning and development opportunities as well as a great sense of achievement.

The opportunity

We help corporate and financial clients to meet their strategic goals, whether they are acquiring, divesting or raising finance. We work with a range of clients, from UK entrepreneur led businesses to the largest global enterprises across financial services, often on complex assignments that involve working with colleagues across a variety of disciplines and jurisdictions. Our clients include leading global companies across the Insurance, Banking & Capital Markets and Asset Management industries as well as private equity, central banks and Government treasury departments.

Our core work is due diligence, assessing a target company’s finances and business projections, identifying opportunities, risks, sensitivities and potential mitigations, and reporting on these to our clients, their banks, investors and other parties.

You will be working alongside experienced due diligence professionals, where you will continue to develop your skills to perform due diligence in a range of situations and sectors. There is the opportunity for travel, both within the UK and potentially internationally. When working on projects you will almost always be working as part of a wider cross service line team.

Role Responsibilities

In your role as a Senior Executive (Manager) you will have responsibility for understanding the key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice. You will project manage teams and work closely with all members as well as forming strong internal links within Transaction Diligence and other departments in EY both in the UK and internationally to form multi-disciplinary teams. You will gather, verify and assess information to formulate views as well as plan, prepare and review deliverables in various forms including written reports, presentations and discussions with the client. In addition, you will:

• Plan and monitor the progress of the team
• Share your technical and other knowledge with your team and the department
• Build on and develop internal and external networks through personal contacts
• Understand the capabilities of the firm and look for opportunities to sell additional services to our clients
• Play a role in business plan initiatives (e.g. key accounts, recruitment, client service framework)
• Being a true business advisor to the client and establish yourself as a key client contact
• Take responsibility for own learning and development, provide coaching / support to others, and participate in upward feedback

Skills and attributes for success

• Be able to gather, verify and analyse information to formulate views / conclusions
• Demonstrable experience in planning, preparing and reviewing deliverables in various forms including written reports, presentations and discussions with the client
• Offer a support culture to junior members of the team, assisting their development

To qualify for the role you must have

• Have an ACA, ACCA or equivalent qualification
• Strong commercial experience or transaction experience (including financial due diligence experience)
• Financial services experience as developed working with / for companies across the Insurance, Banking & Capital Markets and Asset Management sectors
• A passion to provide high quality service to your clients

Ideally, you’ll also have

• Be an excellent communicator, both oral and written
• Have project management skills
• Be an effective time manager, able to keep calm when under pressure to meet deadlines
• Be a team player with the ability to build effective relationships at all levels
• Have counselling skills, though not essential

What we look for

What’s most important is that you’re dedicated to working with your colleagues as part of a high-performing team. You’ll need to thrive in picking up new skills as you go, so natural curiosity, a lot of questions and the confidence to speak up when you see something that could be improved are essential. If you’ve got the right combination of technical knowledge and communication skills, this role is for you.

What we offer

We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

For further information, and to apply, please visit our website via the “Apply” button below.