EY Lead Advisory
Strategy and Transactions (SaT) Associate Manager
As part of our EY Lead Advisory team, you will provide tactical and strategic advice to clients and help them grow inorganically or realize synergies through acquisitions, enter new geographical markets, sell or separate existing business, raise new capital (debt and equity) or restructure existing capital.
The assistance ranges from pre-deal to closing a deal, including originating or identifying buy side or sell side MA opportunities, preparing client discussion materials, identifying acquisition targets or strategic / financial buyers, transaction valuation, developing marketing collaterals, business plans, amongst others. The client base spans across industries and includes mid-sized corporates, multinational investors, Private Equity firms and family offices.
The opportunity
We re looking for Associate Managers with expertise in Investment Banking
to join our Lead Advisory Team
. This is a fantastic opportunity to be part of a leading firm whilst being instrumental in the growth of a dynamic team.
Your key responsibilities
- As a member of the sector practice at GDS Lead Advisory, the person would be providing
- Transaction Advisory services to Global SaT leaders
- Work on building and reviewing financial models from scratch using DCF and LBO methodology
- Perform detailed reviews on the existing financial models created by clients or internally
- Understanding of KPIs across multiple industries and preparation of three tier statements from scratch by identifying right drivers in the industry
- Perform Scenario and sensitivity analysis on the financial models
- Work across the entire MA deal lifecycle from deal origination to closure, including transaction screening, industry research, precedent transactions and comparative valuation analysis, financial model etc.
- Manage a team of 2-5 people. Act as a counsellor for team members. Identify LD requirements of counselees
- Assign people to projects based on their skills, career goals and client s expectations
- Support projects on valuation of business for buy side/ sell side MA engagements
- Provide team members with accurate and useful guidance in technical areas of high risk and complexity
- Participate in goal setting, performance appraisal and management of counselees
- Travel on assignments abroad, as required
Skills and attributes for success
- Strong exposure working in a Transaction (MA) Advisory or Corporate Finance environment
- Strong research experience in a MA or Equity research environment
- Expertise in preparing Pitch books, Industry research, Company research, Opportunity Papers, Information Memorandums and financial models
- Have good knowledge of valuations principles and financial statements analysis
- Strong financial research and analytical skills
- Good communication skills - both written and verbal
- Have good knowledge of research databases like Capital IQ, Factset, One Source, Factiva, Reuters,etc.
- Be proficient to search/source right information from relevant sources
- Manage own time to budgets and communicate progress against plan
To qualify for the role, you must have
MBA or PG Diploma in Finance or Post Graduate Diploma in Finance or CFA - Level 3 passed or CA with 6 to 9 yrs of relevant experience
Ideally, you ll also have
Exposure to tools like VBA, PowerBI, Thinkcell, Crimson Hexagon, etc will be an added advantage
- A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fast-moving environment
- An opportunity to be a part of market-leading, multi-disciplinary team of 1400 + professionals, in the only integrated global transaction business worldwide.
- Opportunities to work with EY SaT practices globally with leading businesses across a range of industries
What we offer
EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across six locations Argentina, China, India, the Philippines, Poland and the UK and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.
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Continuous learning
You ll develop the mindset and skills to navigate whatever comes next. -
Success as defined by you
We ll provide the tools and flexibility, so you can make a meaningful impact, your way. -
Transformative leadership
We ll give you the insights, coaching and confidence to be the leader the world needs. -
Diverse and inclusive culture
You ll be embraced for who you are and empowered to use your voice to help others find theirs.
