Manager/Senior Manager - Strategy & Transactions, Financial Services Sector

About the Role

EY seeks a Manager or Senior Manager to join its esteemed Valuation, Modelling, and Economics practice, focusing on the Financial Services sector, including Banking & Capital Markets, Insurance, and Wealth & Asset Management. This role provides a unique opportunity to operate within a global, diverse team dedicated to delivering strategic solutions to complex client challenges.

Key Responsibilities

• Provide advisory services addressing transaction and non-transaction related decisions such as strategic planning, value creation assessment, operational model redesign, feasibility studies, financial reporting, valuation, and transactional analysis.
• Engage deeply with clients to understand their core business drivers, collaboratively develop approaches, agree on value metrics, and deliver actionable insights and recommendations.
• Support clients in defining strategic priorities through comprehensive analysis, ranging from initial strategy development to transaction execution.
• Prepare, review, and present various deliverables including excel data books, formal reports, presentations, and client discussions.
• Recognize firm capabilities and proactively identify opportunities for cross-selling additional services to clients.

Qualifications & Experience

• Bachelor's degree in finance, economics, accounting, or business.
• 7 to 12 years of relevant experience, particularly in business valuation within the Financial Services sector.
• Proficient in multiple valuation techniques, market analysis, feasibility and business planning, operational model evaluation, financial analysis, capital allocation, cost optimization, and portfolio management.
• Strong financial modelling expertise, including building models from the ground up.
• Comprehensive understanding of financial institutions’ balance sheets and operating frameworks.
• Broad knowledge of IFRS standards concerning fair value measurements, business combinations, impairment testing, among others.
• Prior experience in professional services or Big 4 firms and progress toward or achievement of CFA accreditation are advantageous.
• Demonstrated business development competency is desirable.

Attributes for Success

• Solution-oriented with a proven ability to tackle complex problems and deliver challenging projects.
• Highly motivated, analytical, and logical thinker with exceptional attention to detail.
• Effective team player adaptable to shifting priorities and deadlines aligned with client needs.

What EY Offers

EY provides future-focused skill development, global experiences, a flexible working environment, and a diverse, inclusive culture. The organization fosters empowerment and collaboration within globally connected teams.

Additional Information

EY is committed to diversity and inclusion; candidates requiring disability accommodations during the recruitment process are encouraged to inform the company promptly.

EY contributes to creating a better working world by generating value for clients, society, and the planet through trusted capital markets, powered by data, AI, and technology.