Requisition ID -1507978

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that it’s your career and ‘It’s yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self.

The opportunity : Associate Vice President-FS-SaT-SaT - TCF - Lead Advisory-Core - Mumbai

FS :

Amid comprehensive regulatory change, today’s financial services institutions are focusing on digital transformation, convergence and disruption from an array of non traditional competitors — all while meeting greater demands for trust and transparency.

To address this delicate balance of issues, our proficient team of business strategists, technologists and industry leaders bring fresh thinking and sector knowledge across banking and capital markets, insurance, and wealth and asset management. The results are seamless collaboration, innovative problem solving, breakthrough performance gains and sustainable value creation.

We recruit, train and foster a diverse set of people who give their minds to building the future of financial services. Together, we explore new perspectives with innovative and innovative thinking to deliver exceptional client service and ensure that what we do today, counts for tomorrow.

SaT - TCF - Lead Advisory-Core :

Strategy and Transactions enables clients to reimagine ecosystems, reshape portfolios and reinvent for a better future. Using our Capital Agenda framework, we work with clients to find answers to today’s toughest strategic, financial, operational and commercial questions. We help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team helps clients manage their risk/return trade-offs to support them with better decision-making around financing and capital efficiency.

Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.

Our key focus areas are - Investment Banking Advisory, Valuations, Modeling and Economics, Transaction Diligence, Restructuring and Turnaround Services, Project Finance and infrastructure, EY Parthenon - Strategy and EY Parthenon - Execution.

Your key responsibilities

Technical Excellence

Key clients will be Private Equity and Venture Capital Firms, and the deals will entail providing them exits. These could be direct secondary direct sales to other Funds, or could also be sales to Secondaries Funds in the form of Continuation Vehicles, where the Fund will exit, but the existing Fund Manager will continue to manage the portfolio going forward. This position will be part of the Financial Services Team. As mentioned, in the majority of deals the clients will be Private Equity or Venture Capital Funds looking to exit, but in some cases the individual could also work on deals with other Financial Services Firms (like NBFCs, Insurance Companies, FinTech companies) looking to raise capital or undertake M&A deals

Technical Excellence

• Transaction Support: Assist in the execution of PE and VC fund exits / secondary deals, including sell-side advisory services.
• Financial Analysis: Conduct detailed financial modeling, valuation, and sensitivity analysis to support transaction decisions.
• Due Diligence: As required, assist in the coordination of due diligence, including financial, operational, and market analysis.
• Market Research: Research and analyze industry trends, financial markets, and company-specific developments within the financial services sector.
• Client Interaction: Prepare and deliver presentations, pitch books, and other materials for client meetings and internal discussions.
• Documentation: Support the preparation and review of transaction documentation, including information memorandums, term sheets, and other legal agreements.
• Collaboration: Work closely with team members, clients, and other stakeholders to ensure seamless transaction execution and client satisfaction.

Skills and attributes

To qualify for the role you must have
Qualification

• CA or MBA (preferably from a premier institute) with a good academic background

Experience

• 5-8 years of relevant post qualification experience
• Preference: Investment Banks, M&A teams of large Banks, NBFCs or Insurance companies and have successfully closed deals, Private Equity / Venture Capital firms

What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.

What we offer

With more than 200,000 clients, 300,000 people globally and 33,000 people in India, EY has become the strongest brand and the most attractive employer in our field, with market-leading growth over compete. Our people work side-by-side with market-leading entrepreneurs, game- changers, disruptors and visionaries. As an organisation, we are investing more time, technology and money, than ever before in skills and learning for our people. At EY, you will have a personalized Career Journey and also the chance to tap into the resources of our career frameworks to better know about your roles, skills and opportunities.

EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world. Apply now.