Manager / Assistant Director Global Transaction Advisory Group - Financial Services

Description

Alvarez & Marsal (A&M) is a global consulting firm with an entrepreneurial, action-oriented approach to solving clients' problems.

The Team

A&M’s Global Transaction Advisory Group (TAG) supports private equity funds, corporates, and financial institutions throughout the transaction lifecycle. The Financial Services Transaction Services team in Paris advises clients on acquisitions, disposals, refinancings, and strategic transactions across banking, insurance, asset management, fintech, payments, and specialty finance.

How you will contribute

As a Manager within the Financial Services Transaction Services team, you will lead financial due diligence engagements for private equity and corporate clients while managing project teams and developing strong client relationships.

Key Responsibilities

• Leading buy‑side and sell‑side financial due diligence engagements for financial services clients
• Managing day‑to‑day project execution including quality of deliverables, timelines, and team coordination
• Analyzing historical and forecast financial information to identify key business drivers, risks, and transaction considerations
• Reviewing quality of earnings, net assets, capital adequacy, liquidity, and other financial metrics relevant to financial services businesses
• Assessing regulatory and sector‑specific considerations impacting transactions
• Preparing and reviewing client deliverables, reports, presentations, and key transaction analyses
• Managing client relationships and acting as a primary point of contact during engagements
• Coordinating with cross‑functional A&M teams including Tax, Valuation, Operational Due Diligence, and Restructuring professionals
• Coaching and developing junior team members while contributing to a collaborative and high‑performance culture
• Supporting business development initiatives including proposals, pitches, networking, and market activities

Qualifications

• Graduated from a leading “Grande Écoles” in Business and/or Engineering, or equivalent.
• 5–8 years of relevant experience within Transaction Services, Deals Advisory, Audit, or Consulting with significant exposure to financial services clients
• Strong understanding of financial due diligence methodologies and transaction processes
• Experience across financial services sectors such as banking, insurance, asset management, fintech, specialty finance, or payments
• Strong financial analysis and problem‑solving capabilities
• Excellent project management and team leadership skills
• Advanced Excel and PowerPoint skills
• Excellent written and verbal communication skills in both French and English. Additional European language skills, including Dutch, German, Swedish, Italian, or Spanish, are highly desirable

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.