Senior Associate / Senior Manager (Financial Services)

Overview

We are partnering with a high-growth, specialist financial services consultancy as they continue to expand their Strategy & Deals practice.

The team advises leading asset managers, wealth firms, insurers and private markets clients on commercial due diligence, corporate strategy and transaction-related initiatives, and is seeing sustained demand across both investor-led and strategic engagements.

A globally recognised consultancy dedicated to financial services, with a strong reputation for combining deep sector expertise with strategy, M&A advisory and transformation delivery. The Strategy & Deals team supports clients across the full transaction lifecycle, from diligence through to execution and value creation, and represents a key area of strategic growth for the business.

Role

You will play a key role in delivering CDD and strategy engagements, working closely with senior stakeholders and contributing to high-impact, transaction-driven work.

Responsibilities

• Leading and supporting commercial due diligence (CDD) assignments
• Delivering growth and corporate strategy projects
• Supporting pre- and post-deal value creation initiatives
• Conducting detailed market, competitor and commercial analysis
• Engaging directly with clients and senior deal stakeholders

Benefits

• Exposure to high-quality deal and strategy work across the FS sector
• A growing, well-invested practice with clear progression opportunities
• Opportunity to work in a lean, high-performing team environment
• Regular interaction with senior clients and decision-makers
• Strong emphasis on sector specialism and commercial impact

Qualifications

• Experience within strategy consulting, transaction services, or deals advisory
• Demonstrated financial services expertise (asset management, wealth, insurance, alternatives)
• Prior exposure to CDD and/or corporate strategy engagements
• Strong analytical capability with a commercial mindset
• Confident communicator with experience in client-facing environments

#J-18808-Ljbffr