Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning Deals, Advisory and Restructuring.We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what’s right, every time, sets us apart.Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Switzerland, Austria, Spain, South Africa, Algeria, India, BVI, Cayman Islands, Bermuda, Barbados, Hong Kong and Singapore. By 2030 we aim to be one of the world’s leading advisory firms with a truly global footprint.Interpath is seeking a highly motivated Associate Director for our Financial Services Transaction Services team in London. This role presents an exciting opportunity to engage with a diverse portfolio of Financial Services clients, such as banks, non-bank lenders, fintechs, asset managers, insurance brokers and others. The team has ambitions to grow rapidly and extend coverage to an even broader array of sub-sectors. As an Associate Director, you will have the opportunity to lead complex engagements, develop senior client relationships, and work closely with industry leaders in a dynamic and entrepreneurial Deal Advisory practice.Your responsibilities will encompass the full spectrum of the transaction lifecycle, leading both buy-side and sell-side assignments. You will play a pivotal role in delivering successful transactions by collaborating with our Corporate Finance, Debt Advisory and other DD specialists across the Interpath network. In addition, you will take a leadership role in developing our people, mentoring Managers, Associates and Analysts, while contributing to the continued growth of our Financial Services sector offering.Key ResponsibilitiesLead the preparation and delivery of Financial Due Diligence (FDD), Vendor Due Diligence (VDD) and Vendor Assist reports.Evaluate Quality of Earnings to identify extraordinary income and costs that impact underlying earnings.Analyse and benchmark Net Working Capital (NWC) based on historical trends.Identify debt-like items through an in-depth review of balance sheets and off-balance-sheet arrangements.Critically assess target forecasts, highlighting key risks and opportunities.Lead client meetings and act as the primary contact for due diligence engagements.Build and strengthen client relationships while mentoring Managers, Associates and Analysts.Support business development initiatives and contribute to the continued growth of our Financial Services sector practice.RequirementsBachelor's degree required.At least 6 years' experience in Transaction Services or another relevant field.Experience working on transactions within the Financial Services sector is essential.Chartered Accountancy, or other similar professional qualification, preferred but not required.Demonstrated entrepreneurial spirit and strong team orientation.Ability to lead multiple engagements in a fast-paced, collaborative environment.Excellent communication and presentation skills with a proven record of managing senior client relationships.Experience supporting business development and originating opportunities is advantageous but not mandatory.
Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning Deals, Advisory and Restructuring.
We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what’s right, every time, sets us apart.
Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Switzerland, Austria, Spain, South Africa, Algeria, India, BVI, Cayman Islands, Bermuda, Barbados, Hong Kong and Singapore. By 2030 we aim to be one of the world’s leading advisory firms with a truly global footprint.
Interpath is seeking a highly motivated Associate Director for our Financial Services Transaction Services team in London. This role presents an exciting opportunity to engage with a diverse portfolio of Financial Services clients, such as banks, non-bank lenders, fintechs, asset managers, insurance brokers and others. The team has ambitions to grow rapidly and extend coverage to an even broader array of sub-sectors. As an Associate Director, you will have the opportunity to lead complex engagements, develop senior client relationships, and work closely with industry leaders in a dynamic and entrepreneurial Deal Advisory practice.
Your responsibilities will encompass the full spectrum of the transaction lifecycle, leading both buy-side and sell-side assignments. You will play a pivotal role in delivering successful transactions by collaborating with our Corporate Finance, Debt Advisory and other DD specialists across the Interpath network. In addition, you will take a leadership role in developing our people, mentoring Managers, Associates and Analysts, while contributing to the continued growth of our Financial Services sector offering.
Key Responsibilities
- Lead the preparation and delivery of Financial Due Diligence (FDD), Vendor Due Diligence (VDD) and Vendor Assist reports.
- Evaluate Quality of Earnings to identify extraordinary income and costs that impact underlying earnings.
- Analyse and benchmark Net Working Capital (NWC) based on historical trends.
- Identify debt-like items through an in-depth review of balance sheets and off-balance-sheet arrangements.
- Critically assess target forecasts, highlighting key risks and opportunities.
- Lead client meetings and act as the primary contact for due diligence engagements.
- Build and strengthen client relationships while mentoring Managers, Associates and Analysts.
- Support business development initiatives and contribute to the continued growth of our Financial Services sector practice.
Requirements
- Bachelor's degree required.
- At least 6 years' experience in Transaction Services or another relevant field.
- Experience working on transactions within the Financial Services sector is essential.
- Chartered Accountancy, or other similar professional qualification, preferred but not required.
- Demonstrated entrepreneurial spirit and strong team orientation.
- Ability to lead multiple engagements in a fast-paced, collaborative environment.
- Excellent communication and presentation skills with a proven record of managing senior client relationships.
- Experience supporting business development and originating opportunities is advantageous but not mandatory.
Interpath is a financial advisory business with a broad range of specialisms covering advisory, deal advisory and restructuring services. Our purpose is to create, defend, preserve, sustain and grow value. To offer something different. To help organisations facing challenge or opportunity to navigate what’s next.Interpath has 11 offices across the UK and 4 international offices. We work with companies of all sizes, from SMEs to some of the largest organisations on the planet. Our extensive sector coverage model also means we have experts who truly understand the complexities of different markets, helping organisations to successfully navigate the road ahead.We are incredibly proud of our track record with developing new technology and regularly break new ground with the creation of digital services aimed at increasing efficiency and delivering value.Having separated from KPMG in 2021, Interpath combines the energy, ambition and agility of a young organisation with the experience and quality of a Big 4 firm.
Interpath is a financial advisory business with a broad range of specialisms covering advisory, deal advisory and restructuring services. Our purpose is to create, defend, preserve, sustain and grow value. To offer something different. To help organisations facing challenge or opportunity to navigate what’s next.
Interpath has 11 offices across the UK and 4 international offices. We work with companies of all sizes, from SMEs to some of the largest organisations on the planet.
Our extensive sector coverage model also means we have experts who truly understand the complexities of different markets, helping organisations to successfully navigate the road ahead.
We are incredibly proud of our track record with developing new technology and regularly break new ground with the creation of digital services aimed at increasing efficiency and delivering value.
Having separated from KPMG in 2021, Interpath combines the energy, ambition and agility of a young organisation with the experience and quality of a Big 4 firm.
