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Manager - Transaction Services

Location: London

Service Line: Transaction Services

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Experienced Professional

Assistant Manager - Transaction Services

Location: London

Service Line: Transaction Services

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Experienced Professional

Associate Director – Transaction Services

Location: London

Service Line: Transaction Services

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Experienced Professional

Assistant Manager – Securitisation – Transaction Services

Location: Leeds

Service Line: Transaction Services

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Experienced Professional

Deal Advisory - Transaction Services - Associate - CMAG

Location: London

Service Line: Deal Advisory Central

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Experienced Professional

Deal Advisory - Transaction Services - Manager - Scotland

Location: Aberdeen

Service Line: Transaction Services

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Manager - Transaction Services

Location: London

Capability: Deal Advisory

Service line: Transaction Services

Experience level: Manager

Employment type: Either Full Time Or Part Time


Our Transaction Services practice comprises approximately 500 people across the UK, organised to align to KPMG’s market orientated structure, and is at the heart of the Firm's agenda to increase its penetration of boardrooms and work with clients across the economic and transaction cycle.
Our team works closely with colleagues across Deal Advisory as well as Tax, Audit and other Advisory teams; it is a multi-disciplinary and international environment that sits right at the heart of our One Firm agenda.
We are recruiting Managers in our Private Equity, Financial Services, Corporates and Capital Markets teams across the UK to support the growth of our TS business.
Positions are available on a full time, part-time or FTC basis. We understand that flexible working means something different to each of us, so we are happy to discuss options that suit your needs.

Delivering the highest quality work across Coaching/technical team training and Performance Management, Engagement Delivery and Risk management.
Project management of the financial due diligence and reporting accountant assignments, being the main day to day point of contact for the client including:
— Reviewing the output of junior team members, ensuring consistency and quality.
— Managing upwards, for example by setting timetables for timely review of deliverables.
— Coordinating specialist teams, including undertaking a review of specialist sections.
— Planning and rescheduling priorities and timescales in light of changing requirements.
— Taking overall responsibility for cost management, reporting, monitoring of recovery rates against budget and invoicing.
— Identifying the deal implications of due diligence findings and derive recommendations for clients, clearly identifying the ‘so what’ aspect of findings.
— Delivering large sections / full work streams from end-to-end.
— Think about the value creation and opportunities for KPMG to increase the breadth of services offered to clients.
— Producing robust financial analysis (or review if performed by the team) and ensure it stands up to challenge.
— Providing advice and insight directly to clients and demonstrating technical expertise.
— Developing propositions, focusing on specific themes/sectors and/or clients
- Building a broad internal network and know who to approach for subject matter expertise and service line specific issues.

Individuals will be required to build and sustain relationships with client management team for the benefit of the firm and acting as an ambassador and role model for the firm.

Experience

Essential
— Specific and significant experience of financial due diligence is essential for this role.
— Demonstrable experience within Transaction Services working on Financial Due Diligence engagements for a variety of clients, engagement sizes and sectors.
— Strong analytical skills including the ability to interpret data, generate insights and construct solutions
— Evidence of working successfully with senior management teams at clients: the client base for TS is particularly diverse, including corporates and PE clients of different sizes, and as a result there is a particular requirement that project leaders at Manager level are able to interact effectively with the most senior levels of client management
- The ability to lead and operate in high performing, multi-disciplinary teams

Expertise / Technical role requirements
— Strong academic background with a financial qualification such as ACA or equivalent experience
— IT skills – strong excel, powerpoint and word skills

Skills:
— Strong personal impact and self-awareness
— Excellent written and oral communication and presentation skills





Assistant Manager - Transaction Services

Location: London

Capability: Deal Advisory

Service line: Transaction Services

Experience level: Associate/Assistant Manager

Employment type: Either Full Time Or Part Time


Our Transaction Services practice comprises approximately 500 people across the UK, organised to align to KPMG’s market orientated structure, and is at the heart of the Firm's agenda to increase its penetration of boardrooms and work with clients across the economic and transaction cycle.
Our team works closely with colleagues across Deal Advisory as well as Tax, Audit and other Advisory teams; it is a multi-disciplinary and international environment that sits right at the heart of our One Firm agenda.
We are recruiting Assistant Managers in our Private Equity, Financial Services, Corporates and Capital Markets teams across the UK to support the growth of our TS business.

The role can either be based in London, Leeds, Manchester, Birmingham, Reading or Bristol.

Positions are available on a full time, part-time or contractor basis. We understand that flexible working means something different to each of us, so we are happy to discuss options that suit your needs.


Description of the role:
- Working as part of a team, supporting clients in highly confidential buy-side, sell-side and capital market transactions
- Analysing the historical trading, cash flow and balance sheets of the business to help inform on the underlying business drivers feeding through into a review of projections
- Highlighting the risk areas our clients should be aware of, including matters impacting the pricing of a transaction
- Assisting in the delivery of high-quality service by managing your time effectively, planning and organising engagements, monitoring progress and meeting deadlines.
- Upward management of senior members on the team to ensure timely reviews take place to enable timely completion of deliverables. Proficiency in managing multiple priorities.
- Giving clear directions to engagement teams as well as positive and constructive feedback to peers and juniors. Experienced assistant managers will coach less experienced staff and actively assist in the development of others.
- Prepare and present training sessions for new joiners and less experienced members of the team.
- Performing client and industry research and prepare materials to support our pitches and proposals to clients. Demonstrate an awareness and understanding of risk management practices and processes.
- You will be required to build and sustain relationships with the client management team for the benefit of the firm and acting as an ambassador and role model for the firm.

Leadership & Management:
As an Assistant Manager in the Transaction Services team you will be required to:
- Identify team member development needs of less experienced colleagues on projects, with particular emphasis on coaching and skills transfer.
- Act as a role model with colleagues and clients by living the values of the Firm.
Stakeholder Interaction & challenges:
- You will be required to manage multiple priorities for a variety of stakeholders both internal and external.
Impact, Risk, Accountability & Governance:
- You will be required to identify and manage risks to ensure the Firm's risk management frameworks are implemented appropriately and effectively.

Experience
Essential
— Experience of working in Transaction Services on Financial Due Diligence
— Excellent written and oral communication and presentation skills
— Strong analytical skills including the ability to interpret data, generate insights and construct solutions
— Evidence of working successfully with top management teams at clients: the client base is particularly diverse and as a result there is a particular requirement that candidates are able to interact effectively with the most senior levels of client management.
— Strong and demonstrable sector experience e.g. Banking, Insurance, Investment Management, Consumer, Leisure, Industrials, Healthcare and Lifesciences, Energy, Business Services and Technology sectors for a combination of both Private Equity Houses and smaller corporate clients
— The ability to operate in high performing, multi-disciplinary teams
Expertise / Technical role requirements
— Strong academic background with a financial qualification such as ACA or equivalent experience
— IT skills – strong Excel, PowerPoint and Word skills
Skills:
— Strong personal impact and self-awareness
— Excellent written and oral communication and presentation skills

Associate Director – Transaction Services

Location: London

Capability: Deal Advisory

Service line: Transaction Services

Experience level: Senior Manager

Employment type: Full Time


Our Transaction Services practice comprises approximately 500 people across the UK, organised to align to KPMG’s market orientated structure, and is at the heart of the Firm's agenda to increase its penetration of boardrooms and work with clients across the economic and transaction cycle.
Our team works closely with colleagues across Deal Advisory as well as Tax, Audit and other Advisory teams; it is a multi-disciplinary and international environment that sits right at the heart of our One Firm agenda.
We are recruiting Associate Directors in our Private Equity, Financial Services, Corporates and Capital Markets teams across the UK to support the growth of our TS business.
Positions are available on a full time, part-time or FTC basis. We understand that flexible working means something different to each of us, so we are happy to discuss options that suit your needs.

Associate Director appointments are made on the basis of demonstrated track record. As engagement managers, Associate Directors are expected to play a key role in the development of all aspects of the practice:

Engagement management: individuals will be required to structure and lead multiple large, complex workstreams in ambiguous and rapidly changing environments
Business development: individuals will be required to build, commercialise and sustain relationships with management team members for the benefit of the Firm. Individuals will be required to develop propositions, focussing on specific themes and/or clients.
Risk management: individuals will be required to identify and manage risks, ensuring the Firm's risk management frameworks are implemented appropriately and effectively.
Developing People: individuals will need to identify team member development needs and accelerate development by establishing the appropriate plans and frameworks with particular emphasis on coaching and skills transfer. They will act as a role model with colleagues and clients by living the values of the Firm.
Delivering quality services: Individuals will be required to monitor and deliver high quality service to clients (both internal and external). Individuals will be proficient at managing multiple priorities.
Advisory Skills: individuals will use their extensive skills and experience to provide advice as a trusted adviser.

Experience

Essential
— Strong academic and numerate background (ACA or equivalent highly desirable)
— Extensive experience of managing advisory or transaction related engagements
— Strong personal impact and self-awareness
— Excellent written and oral communication and presentation skills
— Strong analytical skills including the ability to interpret data, generate insights and construct solutions
— Evidence of working successfully with senior management teams at clients: the client base for TS is particularly diverse, including corporates and PE clients of different sizes, and as a result there is a particular requirement that project leaders at AD level are able to interact effectively with the most senior levels of client management
— The ability to lead and operate in high performing, multi-disciplinary teams

Expertise / Technical role requirements

— Strong academic background with a financial qualification such as ACA or equivalent experience
— IT skills – strong excel, powerpoint and word skills

Skills:
— Strong personal impact and self-awareness
— Excellent written and oral communication and presentation skills










Assistant Manager – Securitisation – Transaction Services

Location: Leeds

Capability: Deal Advisory

Service line: Transaction Services

Experience level: Associate/Assistant Manager

Employment type: Either Full Time Or Part Time


Summary of Role Purpose:

Our Securitisation team is made up of client facing staff delivering a range of engagements across a broad spectrum of clients. These clients include investment banks who arrange securitisation transactions and the clients who undertake them, including national and ‘challenger’ banks, foreign banks, building societies, leasing and other lending companies.

We are recruiting Assistant Managers who will be involved in all aspects of delivering our engagements from planning through to completion. Your role will include executive level client interaction and provide you with the exposure to multiple clients on a regular basis. Our current activity levels support the growth and expansion of the existing team.

Positions are available on a full time or part time basis. We understand that flexible working means something different to each of us, so we are happy to discuss options that suit your needs.

Description of the role:

Project management of all work streams* that KPMG provides to clients undertaking securitisations and other similar transactions:
*the main work streams involved in typical securitisation transactions, which the in-charge would have overall co-ordination and responsibility for are:
- Supporting the senior team in proposal preparation and responses to tender requests, and conference attendance
- Loan/asset file due diligence (mainly residential mortgages, commercial loans, auto loans, personal loans or credit cards)
- Excel modelling work to enable checking of stratification tables and weighted average lives calculations produced by clients
- Checking that such data (and other financial or market data information) is correctly extracted and set out in the offering circular/prospectus
- Performing eligibility criteria checks in relation to Simple, Transparent and Standardised (“STS) and Synthetic Securitisations (Significant Risk Transfer trades)
- Working with audit teams to check the accuracy of financial information included in corporate bond documentation
- Working in wider KPMG projects in relation to portfolio sales and purchases
- Completing engagement set-up and risk management procedures including engagement letter preparation and negotiation.
- Monitoring engagement financial performance, identifying potential overruns and raising invoices
Individuals will be required to build and sustain relationships with clients for the benefit of the firm and acting as an ambassador and role model for the firm.

Leadership & Management:
As an Assistant Manager in the Securitisation team individuals will be required to:
- Identify team member development needs of less experienced colleagues on projects, with particular emphasis on coaching and skills transfer.
- Act as a role model with colleagues and clients by living the values of the FirmStakeholder Interaction & challenges:
- Individuals will be required to manage multiple priorities for a variety of stakeholders both internal and external.Impact, Risk, Accountability & Governance:
- Individuals will be required to identify and manage risks to ensure the Firm's risk management frameworks are implemented appropriately and effectively.

The Person:
Experience:
- A strong interest or demonstrable experience working in Financial Services and Securitisation
- Strong project management techniques including decision-making ability, time management, organisation and evaluative skills.
- Strong analytical skills including the ability to interpret data, generate insights and construct solutions
- Excellent written and oral communication and presentation skills
- Capable of working under the pressure of multiple deadlines and priorities across various projects concurrently.
- Evidence of working successfully with top management teams at clients: the client base is particularly diverse and as a result there is a particular requirement that candidates are able to interact effectively with the most senior levels of client management.
- The ability to operate in high performing, multi-disciplinary teamsExpertise / Technical role requirements:
- Strong academic background with a financial qualification such as ACA or equivalent experience
- IT skills – strong excel, powerpoint and word skillsSkills:
- Strong personal impact and self-awareness
- Excellent written and oral communication and presentation skills

Deal Advisory - Transaction Services - Associate - CMAG

Location: London

Capability: Deal Advisory

Service line: Deal Advisory Central

Experience level: Associate/Assistant Manager

Employment type: Full Time


Job summary

Our Transaction Services practice comprises approximately 350 people across the UK. It is organised to align to KPMG’s market orientated structure, and is at the heart of the Firm's agenda to increase its penetration of boardrooms and work with clients across the economic and transaction cycle. Within this structure, the UK Capital Markets Advisory Group (CMAG) is a relatively small and specialised team (currently comprising approximately 15 professionals, including 2 Partners and 3 Directors - all based in Canary Wharf, London), with significant growth ambitions.
CMAG is currently a market leader, providing comprehensive advisory services to support a company through capital markets transactions, such as IPOs, further equity issues and significant corporate acquisitions and disposals. CMAG acts as either:
• reporting accountant: providing independent due diligence reporting and supporting comfort letters in connection with a capital markets transaction; or,
• capital markets assist advisor: working with, and supporting clients through their capital markets transactions.
CMAG works with companies across all sectors and sizes from FTSE100 corporates to exciting high-growth companies. In recent months we have worked as reporting accountant on transactions involving Astra Zeneca, Virgin Wines and Alphawave IP, and acted as an advisor to Anglo American, Deliveroo and Cazoo.
Given the nature and complexity of deals, the team works closely with colleagues across the firm in a multi-disciplinary environment that sits right at the heart of our One Firm agenda (we often work alongside Audit, Corporate Finance, Strategy, Operations, Tax, Pensions, modelling and IT in the provision of TS led integrated IPO advice). IPO services are often also a key factor in audit pitches with many pitches being presented jointly by TS and audit.
We have an immediate need for a client-facing Associate to support our growth agenda as we aim to double in size over the next two years.
Key responsibilities in this role include:
Delivering quality service and time management: Individuals will be required to deliver high quality service to clients (both internal and external). They will need to be able to manage their own time, plan and organise work tasks, and meet deadlines. Individuals will be proficient at managing multiple priorities. Individuals will be required to prepare value adding financial analysis and due diligence reports and participate in client calls to gather relevant information. Individuals will be required to take responsibility for deliverables, and in particular for the development of high quality financial analysis data books.
Team work: Individuals will be required to work effectively as part of a wider project team.
Project management: Individuals will be responsible for assisting with the delivery of client facing projects.
Developing people: Individuals will need to coach less experienced staff and actively assist in the development of others.
Risk management: Individuals will be required to assist in the identification and management of risks, helping senior team members ensure the Firm's risk management frameworks are implemented appropriately and effectively.
Building relationships: Individuals will be required to build and sustain relationships with client management team members for the benefit of the Firm as well as acting as an ambassador and role model for the Firm. Individuals will also assist in the development of pitch packs/proposals.
The role will be based in the London office but may involve some travel. A high level of flexibility is required to meet the demands of working in a transaction based environment.

Required Skills and Qualifications

CMAG operates in a fast paced environment, responding to client needs and transaction demands in a flexible and efficient manner. We engage with and often lead conversations with other advisors on the transaction (banks, lawyers, financial advisors). To succeed in this varied and demanding role you will need to demonstrate the following skills and experience:
• Strong academic and numerate background (ACA or equivalent)
• Experience of advisory or transaction related engagements, and delivering to tight deadlines under pressure (including financial due diligence experience – strongly preferred)
• Strong underlying analytical skills including the ability to interpret data, generate insights and construct solutions. Experience of preparing analysis (e.g. financial data books) and challenging client data and information and interacting with clients directly (face to face or video call/telephone)
• Excellent written and oral communication and presentation skills
• Strong personal impact and self-awareness
• The ability to operate in high performing, multi-disciplinary teams

Experience of UK capital markets transactions would be highly regarded.

Deal Advisory - Transaction Services - Manager - Scotland

Location: Aberdeen

Capability: Deal Advisory

Service line: Transaction Services

Experience level: Manager

Employment type: Full Time


DEAL ADVISORY – TRANSACTION SERVICES SCOTLAND - MANAGER

Are you looking for an exciting career in a growing team within KPMG? Do you want to work in a lively and energetic environment where you will have the opportunity to advise clients from a cross-section of industries during strategic business transactions? Do you have experience of delivering Advisory or Transaction Services projects?

If so, then you should consider a career within the Scotland Transaction Services Team at KPMG.

Job Summary:

Our Transaction Services practice is organised to align to KPMG’s market orientated structure, and is at the heart of the Firm's agenda to increase its penetration of boardrooms and work with clients across the economic and transaction cycle. Within this structure, the Scotland team comprises c20 professionals focussed on advising regional corporates, private equity houses and PLCs.
We provide M&A advice and assistance to a wide range of clients, and help them to deliver successful transactions. We focus on acquisitions, disposals, joint ventures, buy-outs, debt financing, initial public offerings (IPOs) and other transactions. We identify, structure and execute all manner of public and private market transactions, and provide support from initial analysis of strategic options and deal evaluation through to completion. We help our clients to identify upside opportunities and risks in their transactions and also assist as Reporting Accountants during Capital Markets processes to satisfy the due diligence requirements of underwriting investment banks.
We are driven by a passion to help our clients to execute transactions efficiently and maximise value.
Our team works closely with colleagues across Deal Advisory as well as Tax, Audit and other Advisory teams; it is a multi-disciplinary and international environment that sits right at the heart of our One Firm agenda.
Due to the increase in the number of transactions currently taking place in the local market we are expanding the size of our team and have a need to recruit a Manager in order support the growth of our Scotland TS business. Specific experience of financial due diligence and/or capital markets reporting will be highly regarded, but we would be open to receiving applications from exceptional staff who have the aptitude and drive to develop the required transaction services skills or market skills.
Key roles and responsibility:
Key responsibilities in this role include:
• Project management: individuals will be responsible for the delivery of client facing projects, being the main day to day point of contact for senior client contacts.
• Team work: individuals will be key team members on large complex assignments and will lead work streams on smaller and medium size engagements.
• Building relationships: individuals will be required to build and sustain relationships with client management team members for the benefit of the Firm as well as acting as an ambassador and role model for the Firm.
• Business development: individuals will be required to build, commercialise and sustain relationships with management team members for the benefit of the Firm. Individuals will be required to develop propositions, focusing on specific themes and/or clients.
• Developing people: individuals will need to demonstrate the ability to give clear directions, as well as positive and constructive feedback. They will coach less experienced staff and actively assist in the development of others.
• Delivering quality service and time management: Individuals will be required to monitor and deliver high quality service to clients (both internal and external). They will need to be able to manage their own time, plan and organise work tasks, monitor progress and meet deadlines. Individuals will be proficient at managing multiple priorities.
• Advisory skills: Individuals will provide advice as a trusted adviser, using their skill, experience and understanding of transactions to the advantage of their client.
• Risk management: individuals will be required to identify and manage risks and ensure the Firm's frameworks are implemented.
The role could be based in Glasgow, Endinburgh or Aberdeen and is likely to involve some travel to support the wider Regions team together with a high level of flexibility to meet the demands of working in a transaction based environment.

Required Skills and Qualifications:

To succeed in this demanding role you will need to demonstrate the following skills and experience:
• Strong academic background with financial qualifications such as ACA
• Experience of financial due diligence is highly regarded, though we would consider candidates with experience of managing advisory or transaction related engagement or with other skills and the aptitude to learn.
• Knowledge of the oil and gas sector would be highly regarded
• Strong analytical skills including the ability of interpret data, generate insights and construct solutions
• Excellent written and oral communication
• Strong personal impact
• Ability to perform consistently at a high level under pressure


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