Manager - Financial Due Diligence; Financial Services

A leading professional services and advisory firm is seeking a Manager to join its Financial Due Diligence team in Edinburgh.

The team advises corporate, private equity and financial services clients on a broad range of transactions, including acquisitions, disposals, refinancings and capital market activity. Working across Banking & Capital Markets, Insurance and Asset Management, you will provide financial analysis and commercial insight to support clients through key strategic decisions.

This is an opportunity to work on high-profile transactions within the financial services sector, collaborating with experienced multidisciplinary teams and building strong relationships with a diverse client base. The role offers significant exposure to complex deals, a high level of responsibility, and excellent opportunities for professional development and progression.

• Lead the day-to-day delivery of financial due diligence engagements.
• Manage project timelines, deliverables and stakeholder expectations across multiple transactions.
• Analyse financial and operational information to identify key risks, opportunities and value drivers.
• Prepare and review high-quality reports, presentations and client deliverables.
• Present findings and commercially focused recommendations to clients and senior stakeholders.
• Build and maintain strong client relationships throughout the transaction lifecycle.
• Work closely with colleagues across Corporate Finance, Valuations, Tax and other advisory teams.
• Support and develop junior team members through coaching and ongoing guidance.
• Contribute to business development initiatives, client relationship activities and recruitment efforts.

The successful candidate is likely to bring:

• ACA, ACCA or an equivalent professional qualification.
• Experience with in Financial Due Diligence, Transaction Services, Deals Advisory or a related transaction environment.
• Exposure to the Financial Services sector, ideally within Banking, Insurance or Asset Management.
• Strong analytical and financial review capabilities.
• Excellent communication and stakeholder management skills.
• Experience managing multiple work streams and delivering high-quality work to deadlines.
• Strong commercial awareness and an understanding of transaction processes.
• A collaborative approach and an interest in supporting the development of others.
• Buy-side and sell-side transaction experience.
• Previous project leadership or people management experience.
• Exposure to business development and client relationship activities.
• Coaching and mentoring experience.

• Opportunity to work on market-leading financial services transactions.
• Exposure to high-profile corporate, private equity and financial services clients.
• Clear progression opportunities within a growing transaction advisory practice.
• A collaborative and high-performing team environment.
• Competitive salary, bonus and comprehensive benefits package.

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