Associate Director, Transaction Services - Financial Services

Ovii's Interpretation of the Role

The Associate Director will lead financial due diligence engagements for banks, lenders, fintechs and other financial services clients, while building senior client relationships and mentoring junior staff. This senior advisory role blends transaction execution, client partnership, and practice development within a fast‑paced deal advisory environment.

Role Snapshot

• Lead financial and vendor due diligence engagements
• Manage senior client relationships
• Mentor managers, associates and analysts
• Drive business development for the Financial Services practice
• Oversee full transaction lifecycle

Must-Have Requirements

• Financial Due Diligence
• Vendor Due Diligence
• Quality of Earnings analysis
• Net Working Capital analysis
• Debt‑like items assessment
• Transaction Services experience
• Financial Services sector experience
• Client relationship management
• Presentation and communication
• Transaction Services
• Financial Services sector
• Bachelor's degree
• Bachelor's degree required

Nice-to-Have Signals

• Chartered Accountancy qualification
• Business development experience
• Entrepreneurial spirit
• Team orientation
• Chartered Accountancy
• Business development

Work Setup

• Location: London, United Kingdom
• Work mode: ONSITE
• Employment type: Full-Time

Eligibility Gates

• Visa sponsorship: no

What You'll Likely Work On

• Prepare and deliver Financial Due Diligence, Vendor Due Diligence and Vendor Assist reports
• Evaluate Quality of Earnings to surface extraordinary income and costs
• Analyse and benchmark Net Working Capital trends
• Identify debt‑like items through balance‑sheet and off‑balance‑sheet review
• Assess target forecasts, highlighting key risks and opportunities
• Lead client meetings and serve as primary contact for due‑diligence engagements
• Build and strengthen client relationships while mentoring junior team members
• Support business development initiatives and expand the Financial Services practice

Good Fit If You Have

• Entrepreneurial spirit and strong team orientation
• Comfort thriving in a fast‑paced, collaborative environment
• Excellent communication and senior‑client presentation skills
• Chartered Accountancy qualification (preferred)
• Experience originating business‑development opportunities (advantageous)