Transaction Services Assistant Manager/Executive

A leading professional services firm is seeking a Transaction Services Assistant Manager or Executive to join their Corporate Finance team in London. This opportunity offers you the chance to work within a supportive and collaborative environment, where building trusted relationships with clients and colleagues is at the heart of everything they do. The team is renowned for its commitment to delivering exceptional advisory services across acquisitions, investments, and financing projects.

You will be empowered to grow your career alongside experienced professionals, contribute to shaping the team's future, and enjoy flexible working opportunities that foster both professional and personal growth. If you are passionate about financial due diligence and want to make a meaningful impact while being part of a close-knit group, this role is designed for you.

Join a highly supportive Corporate Finance team that values collaboration, relationship-building, and shared success across all levels.

Work on diverse transactions ranging from £5m to £100m, gaining exposure to buy-side advisory services, valuations, and financial due diligence assignments.

Benefit from ongoing training opportunities, inclusive workplace practices, and the chance to shape your own career trajectory within a fast-growing team.

What you'll do:

As a Transaction Services Assistant Manager or Executive based in London, you will play a pivotal role in supporting the Corporate Finance team’s advisory activities.

• Assist Partners and Directors with the delivery of buy-side advisory services and preparation of comprehensive financial due diligence reports for corporate, private equity, and banking clients.
• Plan and execute Transaction Services assignments according to agreed scope and standards, ensuring clear communication with senior stakeholders throughout each project.
• Manage time and costs effectively to remain within budget parameters, proactively notifying leadership if adjustments are required.
• Understand client specifications in detail and report any changes or potential additional services promptly to ensure optimal outcomes.
• Discuss findings and issues directly with clients while providing thoughtful solutions tailored to their needs.
• Respond empathetically and appropriately to client requirements, fostering strong professional relationships built on trust and understanding.
• Network actively within the firm and externally to build connections, generate leads for the team, and cross-sell Corporate Finance services across departments.
• Prepare insightful financial and commercial analysis that clearly communicates key issues in an accessible manner.
• Advise clients on acquisitions and investments including SPA reviews, completion mechanisms, price adjustments, and related matters.
• Coordinate input from specialist teams across the firm to consolidate reports into concise key findings that support decision-making processes.

What you bring:

To excel as a Transaction Services Assistant Manager or Executive in this organisation’s Corporate Finance team, you will bring proven experience in transaction services gained through previous roles at accounting firms or boutique corporate finance consultancies.

• Degree educated or equivalent qualification demonstrating academic rigour relevant to corporate finance roles.
• ACA qualification or equivalent professional certification reflecting advanced accounting expertise.
• Working knowledge of Transaction Services gained within an Accounting Firm or Corporate Finance Boutique environment.
• Proven experience conducting financial due diligence assignments for diverse client portfolios.
• Advanced proficiency in Excel models enabling robust financial analysis and scenario planning.
• Ability to contribute meaningfully during client meetings by proactively identifying opportunities for advice or value-add services.
• Excellent working knowledge of Microsoft Office suite—especially Excel and PowerPoint—for effective report preparation and presentation.
• Outstanding interpersonal skills coupled with clear communication abilities that facilitate relationship-building across teams and clients.
• Networking skills combined with results-oriented mindset allowing recognition of cross-selling opportunities within the firm.
• Capacity to work independently using initiative as well as collaboratively as part of a cohesive team; reliability; discretion; composure; multi-tasking ability; proactive approach; approachable demeanour; sound judgement grounded in ethical principles.

What sets this company apart:

This organisation stands out for its unique blend of deep expertise across multiple specialisms paired with a genuine commitment to nurturing meaningful personal connections among staff members. The Corporate Finance team is one of the fastest growing groups within the firm, a testament not only to their market success but also their inclusive culture where every individual’s contribution is recognised. Here you’ll find an environment that encourages learning together: leveraging each other’s strengths while supporting ongoing development through structured training opportunities. The workplace is committed to equal opportunities, ensuring fairness in all employment decisions, and fosters an atmosphere where diversity is celebrated. Employees enjoy flexible working arrangements designed around both professional ambitions and personal wellbeing. The ethos here is one of collaboration: experienced professionals mentor new joiners so everyone can share in shaping the growth journey of both the team and its clients. If you value being part of a community where your voice matters as much as your expertise, and where ethical standards underpin every interaction, you’ll find this organisation offers an exceptional platform for your career progression.

What's next:

If you are ready to take your career forward by joining a collaborative Corporate Finance team dedicated to relationship-building and professional growth, we encourage you to apply now!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates