14 Transaction Structuring Jobs

As the Head of M&A, you will play a crucial role in leading and expanding the Mergers & Acquisitions vertical. This leadership position entails full ownership of the M&A mandate lifecycle, from the initial origination to successful execution. The ideal candidate for this role will be an accomplished M&A leader with profound expertise in deal structuring, financial strategy, and managing cross-border transactions. Your responsibilities will include serving as a strategic advisor to clients and leading a high-performing M&A team. In the realm of Strategic Leadership & Origination, you will spearhead the origination and strategic direction of the M&A division. This will involve identifying target companies, assessing their fit, and providing guidance to clients on acquisition and divestment opportunities. Furthermore, you will be responsible for engaging with senior stakeholders such as Promoters, CXOs, and Boards, while also establishing robust relationships with private equity firms, global investors, and institutional partners to generate new mandates. In terms of Transaction Execution & Deal Structuring, your role will encompass overseeing the complete transaction lifecycle, including engagement, due diligence, valuation, negotiations, and regulatory compliance. You will be tasked with guiding financial modeling, conducting deal feasibility assessments, and drafting investment memos. Additionally, you will be required to structure deals across various industries, geographies, and capital structures, and lead negotiations and regulatory approvals in both domestic and cross-border settings. As part of Client Advisory & Coordination, you will act as a trusted senior advisor to clients, offering insights on complex strategic decisions. Your responsibilities will involve coordinating all client touchpoints, facilitating information gathering, and providing support during transactions. Moreover, you will offer sector-specific recommendations aligned with client growth strategies and represent the firm in investor relations, boardrooms, and industry events. Regarding Team Leadership & Development, you will be responsible for mentoring and leading a team comprising Vice Presidents, Associates, and Analysts. Your role will involve overseeing the preparation of client deliverables, such as financial models, investor decks, and pitch materials. Additionally, you will drive performance, foster collaboration, and cultivate a client-first culture within the M&A division. To qualify for this role, candidates should possess a minimum of 15 years of total experience, with a proven track record in end-to-end M&A deal execution. They should have extensive exposure to mid-to-large-sized transactions, preferably across multiple sectors, and prior experience in leading M&A teams while directly engaging with CXOs, Boards, and PE investors. Demonstrated expertise in cross-border/multi-jurisdictional dealmaking is essential. Education requirements include a Bachelor's degree in Finance, Economics, Business, or a related field, with an MBA, CFA, or equivalent post-graduate degree preferred. Desired skills and capabilities comprise advanced proficiency in financial modeling, valuation (DCF, LBO, comps), and transaction structuring, along with excellent negotiation, analytical, and decision-making skills. A deep understanding of global M&A markets, industry trends, and regulatory frameworks is crucial, as well as strong leadership, people management, and communication abilities. Industry exposure in Investment Banking with significant M&A execution experience is necessary, while familiarity with sectors like Infrastructure, Pharma, Real Estate, Energy, or Logistics is advantageous. Personal attributes sought after include high integrity, professionalism, and ethical judgment, as well as being a strategic thinker with a hands-on problem-solving mindset. The ideal candidate should exhibit an entrepreneurial, ambitious, and growth-driven personality. Please note that the position is open to candidates willing to work in any location within India.,

As a manager in the Mergers and Acquisitions group within the Tax Advisory Department at Citrin Cooperman, you will have the opportunity to interpret and apply U.S. federal income tax law in the context of M&A transactions. Working collaboratively as part of a multi-disciplinary team, your focus will be on providing due diligence and tax structuring services to clients, ensuring clear communication of findings and opportunities. Your role will involve conducting tax research on various technical transaction tax issues, including those related to consolidated returns, S Corporations, partnerships, and limited liability companies. You will be responsible for writing technical memoranda and advising clients on complex tax matters, as well as identifying tax risks during due diligence processes and communicating findings effectively. Additionally, you will review excel-based transaction tax models, provide transaction structuring advice for sell-side and buy-side transactions, and manage various aspects of projects such as resource requirements, budgets, and team development. To be successful in this role, you should have a minimum of 3 years of experience in federal tax and/or mergers and acquisitions, along with a Bachelor's degree from an accredited college or university. You must possess a strong knowledge of US federal tax laws, including corporate, individual, trust, gifts, and partnership taxation. Excellent research, writing, and verbal communication skills are essential, as well as a high level of motivation and outstanding analytical, organizational, and project management abilities. Proficiency in Microsoft Office Applications, particularly Microsoft Excel, is required, and the ability to work effectively in teams is a key aspect of this position. If you are looking to take your career to the next level and contribute to a dynamic team environment, Citrin Cooperman offers you the opportunity to grow professionally while focusing on what matters to you. Join us in our mission to provide exceptional service to our clients and make a positive impact in the world of accounting and consulting.,

At EY, you'll have the opportunity to shape a career that aligns with your unique qualities, supported by a global platform, inclusive environment, and cutting-edge technology to help you reach your full potential. Your distinctive voice and perspective are essential in contributing to EY's continuous improvement. Join us in creating an exceptional journey for yourself while contributing to a more prosperous working world for all. As a Tax Senior in our International Tax Advisory team, your primary goal is to engage in International and Transaction Tax projects by conducting thorough analysis and crafting effective strategies to address clients" tax needs. Your commitment to excellence in all aspects of your work, including managing client service teams and supporting team objectives, will be crucial. Your responsibilities will include: - Leading International and Transaction Tax projects such as Due Diligence, structuring, and advisory services with a focus on delivering timely and high-quality work - Engaging in business development activities and fostering internal relationships within the team and across various services - Managing your schedule effectively to meet chargeability goals and contributing to performance evaluations and feedback for staff - Participating in recruitment, training, and retention initiatives for transfer pricing professionals - Continuously enhancing your skills through educational programs and adhering to internal processes and protocols Key responsibilities involve: - Consistently delivering projects using designated methodologies, processes, and tools while ensuring quality, efficiency, and adherence to established standards - Acting as the primary contact for clients regarding service delivery and overseeing day-to-day operations - Monitoring service delivery metrics, identifying areas for improvement, and implementing necessary changes - Promoting EY's culture at an individual level and proactively addressing operational issues with appropriate solutions - Demonstrating inclusive behavior in interactions with internal and external stakeholders, emphasizing strong communication skills To excel in this role, you should possess: - Strong project management, leadership, communication, relationship-building, and analytical skills with a focus on quality and attention to detail - Proficiency in transaction structuring, report writing, and client management, along with knowledge of International tax concepts - Qualifications such as Chartered Accountant, MBA, CPA, B.Com, BBA, or similar, along with 3-5 years of experience in International tax and/or Mergers and Acquisition tax Additionally, you should ideally have: - Excellent written and verbal communication skills and proficiency in MS Office tools - Prior experience in an International tax advisory role in a client-facing capacity Join us at EY to embark on a fulfilling career journey, supported by a diverse and inclusive culture that values your unique contributions. Experience continuous learning, define your success, develop transformative leadership skills, and be part of a global team dedicated to building a better working world.,

You will be required to develop a solid understanding of various debt products such as NCDs, PTCs, Direct assignment, etc. Your role will involve participating in the complete life cycle of debt syndication assignments for financial institution clients like NBFCs, Microfinance companies, and HFCs. It is essential to acquire knowledge on different aspects of debt fund raising, including regulations, tax implications, excel modeling, and documentation. Creating top-notch content like teasers, presentations, and pitchbooks will be a critical part of your responsibilities. You will also play a role in providing inputs for transaction structuring. Building and managing long-term investment partnerships with stakeholders such as investors, clients, rating agencies, trustees, and legal counsel will be a key aspect of your job. Moreover, you will assist clients in strategically managing their asset and liability sides of the balance sheets by offering appropriate debt and structured finance products. Identifying high-quality companies to onboard as clients and developing a robust investor franchise for company transactions will also be part of your duties. Additionally, representing the company at conferences and seminars will be expected from you.,

You will be responsible for developing a strong understanding of various debt products such as NCDs, PTCs, and Direct assignment. Your role will involve participating in the end-to-end life cycle of debt syndication assignments for FI clients including NBFCs, Microfinance companies, and HFCs. Additionally, you will need to acquire a deep knowledge of different aspects of debt fund raising, such as regulations, tax implications, excel modelling, and documentation. Your tasks will also include creating high-quality content like teasers, presentations, and pitchbooks, as well as providing inputs for transaction structuring. You will play a key role in building and managing long-term investment partnerships with stakeholders like investors, clients, rating agencies, trustees, and legal counsel. Furthermore, you will assist clients in strategically managing their asset and liability sides of the balance sheets by offering appropriate debt and structured finance products. In this role, you will be responsible for identifying high-quality companies to onboard as clients and developing a strong investor franchise for company transactions. You will also represent the company at conferences and seminars, showcasing its expertise and capabilities in the field of debt syndication.,

Legal as an enabler and supportfunction within the organization 2: Duties & Responsibilities ( Listin the order of importance the duties & responsibilities of thisjob) Tocheckcorrectnessandcompletenessofdocumentationandfollow-upwithbusinessteamstoclose thependency swithinthedefinedtimelines. Toco-ordinatewithBusinesstoensureexecutionofdocumentation. Followthetemplateslaidbythedepartmenttoensurestandardization. Advisoryonstructuringofatransactionandlegalclearanceforexecuteddocuments. MaintainMIS/tracker DraftingandsendingCustomizedLegalDocuments/Agreements,Notices. Toaddressthelegalissues,queriesraisedandtoprovidinglegalsupportasandwhenrequired TohandlematterspertainingtoSec138NIA,Sec25ofPASA,SARFAESIandInsolvencyProceedings. 3: Key Challenges (List the key tasks performed to support the main objectives of the position) Coordinatingwithinternalstakeholders EnsuringProperDocumentation DisbursalswithinTAT Desired Profile / Criteria / Skills : ProfessionalQualification: Graduation(LLB/BALLB)plusminimum3-yearsprofessionalexperience. Prior experience inNBFC Knowledge Well versed withCompany Law,SARFAESI andInsolvency andBankruptcyCode,Stamp Act,Transfer ofProperties Act. Skills Excellent Writtenand OralCommunicationSkills and StrongNegotiation Skills Competencies Good CommunicationSkills Positive Attitude Innovation ledtransformation Result Oriented Key Skills : Companys Law Insolvency Bankruptsy Sarfaesi

At EY, you have the opportunity to shape a career that reflects your unique qualities, supported by a global network, inclusive environment, and advanced technology to help you reach your full potential. Your distinct voice and perspective are essential in contributing to EY's continuous improvement. By joining us, you will not only enhance your own experience but also contribute to creating a better working world for everyone. As a Staff member in our Transaction Tax team, your primary responsibility is to engage in Transaction Tax projects by meticulously analyzing information and devising effective solutions to meet clients" tax needs. Your commitment to maintaining high-quality standards in all your work, including overseeing client service teams and assisting in achieving team objectives, is crucial. **The Role Highlights:** - Engaging in various Transaction Tax projects such as Due Diligence, Structuring, IRC Section 382 studies, Stock Basis studies, Earnings & Profits studies, and Transaction Cost analysis - Establishing strong internal relationships, taking charge of your workload, and pursuing learning opportunities proactively - Adhering to practice protocols, maintaining educational growth, and delivering projects consistently with a focus on quality and adherence to processes **Your Key Responsibilities:** - Implementing designated methodologies, processes, and technology tools to deliver projects efficiently and maintain service quality - Monitoring service delivery metrics, identifying areas for improvement, and promoting a culture of inclusive behavior - Identifying operational issues, proposing solutions, and escalating matters when necessary - Seeking continuous learning opportunities, coaching, feedback, and skill development experiences **Skills and Attributes Required:** - Strong project management, leadership, communication, relationship-building, analytical, and organizational skills - Proficiency in transaction structuring, report writing, and highlighting tax issues - Knowledge of US tax concepts and excellent client management skills **Qualifications and Preferred Skills:** - Bachelor's degree in Commerce/Business Management or MBA in Finance/Chartered Accountancy (intermediate level) - Experience in US tax and/or Mergers and Acquisitions would be advantageous - Proficiency in communication, research presentation, and MS Office tools (Excel, PowerPoint, Word) At EY, you have the platform to develop a career tailored to your strengths, with the resources to support your growth and contribute to a better working world. Continuous learning, personalized success, transformative leadership, and a diverse and inclusive culture are the cornerstones of our commitment to building a better working environment for all.,

The work profile within Transfer Pricing includes providing transfer pricing advisory services such as transaction structuring / restructuring, value chain analysis, and arms length pricing policy framework. Additionally, the role involves handling compliance and reporting for transfer pricing, preparing transfer pricing documentation, representing before Transfer Pricing Officers, and preparing submissions for appeals at higher levels. The responsibilities also encompass Country-by-Country Reporting, risk evaluation, and preparation of Group Master File. Key Responsibilities: - Applying transfer pricing concepts and financial knowledge to client situations - Advising clients on existing or potential transactions based on transfer pricing provisions - Conducting benchmarking of transactions, preparing documentation, and writing reports - Preparing country-by-country reports and Master File under BEPS guidelines Qualifications: - Qualified Chartered Accountant - Excellent verbal and written communication skills - Ability to work effectively in a technology-driven environment - Proficiency in Microsoft Excel and Microsoft Word is preferred - Experience in transfer pricing during Articleship is advantageous - Commitment to learning and excelling in an office environment - Willingness to travel and work on out-of-town assignments - Demonstrating motivation and a professional attitude towards work,

As a Manager at our Chennai location, you will be leading financial due diligence engagements for middle-market US clients in the Transaction Advisory Services (TAS) department. Your role will involve overseeing buy-side and sell-side due diligence, conducting working capital analysis, and participating in transaction structuring. You will collaborate closely with both onshore and offshore teams to ensure high-quality deliverables in a fast-paced M&A environment. To be considered for this position, you should have relevant experience in a Big 4 or equivalent Transaction Advisory Services practice. Additionally, a CA/CPA/MBA in Finance qualification is required. A minimum of 6 years of experience in financial due diligence, including buy-side and sell-side transactions, is essential. You should possess a strong understanding of financial statements, financial ratio analysis, financial modeling, and US GAAP. In this role, you will be responsible for managing due diligence engagements, including tasks such as data room management, preparation of document request lists, and coordination of management meetings. Excellent verbal and written communication skills are crucial, as you will be expected to present financial findings clearly to clients. Preferred industry experience includes sectors such as healthcare, manufacturing, distribution, consumer products, business services, or financial services. If you are a proactive and detail-oriented professional with a solid background in financial due diligence and a passion for guiding teams and fostering client relationships, we invite you to apply for this exciting opportunity.,

As a US Tax Staff at Plante Moran located in Mumbai, India, you will have the opportunity to participate in client engagements from start to finish, including planning, executing, and completing tax projects. Your responsibilities will involve preparing federal, state, and city returns for partnership, C Corporation, and S Corporation clients. Additionally, you will be involved in developing client-focused tax planning and transaction structuring concepts by proactively engaging with clients to gather necessary information. This role also offers the chance to contribute to internal learning and development committees and other firm leadership objectives. To excel in this position, you should hold a Bachelor's Degree in Accounting and have at least 1 year of recent experience in public accounting. Preference will be given to candidates with a CA, CPA, or EA qualification. Strong technical skills in public accounting, particularly in taxes for real estate companies, private equity companies, partnerships, and/or LLCs, are essential for success in this role. Plante Moran promotes a Workplace for Your Day model, emphasizing flexibility and balance while maintaining a primarily in-person work environment. The firm values face-to-face interactions as crucial for individual and team development. At Plante Moran, diversity, equity, and inclusion are fundamental principles that ensure all staff members have equitable opportunities to succeed in an inclusive environment that respects their unique identities. Plante Moran is committed to fostering a diverse workplace where every individual feels accepted and valued. The firm believes in recognizing each person's inherent dignity to unlock their full potential. By celebrating human differences, Plante Moran creates a work environment where all staff members experience a sense of belonging and the opportunity to thrive. This commitment enables the firm to attract and retain top talent, deliver innovative solutions through diverse perspectives, and effectively support the diverse communities it serves. Join a dynamic team at Plante Moran and be part of a culture that values diversity, equity, and inclusion, offering a workplace where you can grow and succeed. Apply now and embark on a rewarding career with endless opportunities. Plante Moran is an Equal Opportunity Employer and maintains a drug-free workplace. Applicants are required to submit their resumes through the firm's applicant tracking system for consideration. Please note that only candidates selected for interviews will be contacted, and unsolicited resumes from search firms or similar agencies will not be accepted or paid a fee.,

Purpose of the Job: Credit Underwriting Key responsibilities: Conduct comprehensive credit evaluation of new and existing clients in the high yield private credit space. Identify potential risks and provide recommendations to mitigate them. End to end deal closure including finalization of the transaction structure, term sheet negotiation and legal documentation. Monitoring existing portfolio investments. Interacting with the company management on a periodic basis. Preparing internal/external notes/updates/presentation Work closely with internal and external stakeholders to support business goals Behavioral Competencies: Ability to assume responsibility for end-to-end transaction turnaround. Managing the tight timelines without diluting the rigour of analysis. Role Specific Competencies: Strong experience in evaluating various businesses, managements and transaction structures. Detailed oriented in approach to business and financial evaluation Keen interest in constant learning of various business model, industry dynamics and transaction structures Ability to handle complex transaction structure. Ability to turnaround transactions under tight timelines without compromising on rigor. Ability to bring new perspectives/knowledge base in discussions Formal Qualifications / Prior Work Exp: Strong experience in structured/high yield transactions including both opco/holdco structures. Minimum experience of 3-4 years in the relevant domain (including NBFCs/Credit AIFs). Qualifications in finance domain including CA/CFA/PGDM (Fin) is added advantage,

Job Title: Credit underwriter Experience: 5+ Years Salary: 25-30 LPA Location: Green Park (South Delhi) Working Days: 5 Days Job/role description - strong analytical mindset with strong financial analysis aptitude - capability to analyze case 360 degrees from promoter, group and project level diligence - understanding about stat and legal due diligence - smartness to handle client and internal teams and bridge the gap between the management and deployment requirements - ability to make proposal notes covering all the diligence - undertaking diligence of the investee companies - transaction structuring with risk assessment and mitigating risks with building proper terms and conditions - engaging with third party values and lawyers for transaction execution - navigating transactions with lawyers and investee companies to not compromise on risk yet completing the transaction. - post transaction compliance tracking for perfecting transaction related securities and risk management - transaction monitoring and tracking and legal follow ups with clients. - recovery and collection follow up with clients and taking legal actions in coordination with legal counsel for recovery. Qualification: - ca/cost accountant preferred - MBA finance/finance degrees - Prior experience of ncd, listed capital market debt products preferred. Experience - 5 yrs+ - Credit roles with banks, senior credit roles in hdfc/ kotak / icici /sbi banks specially preferred. - Experience in structured debt products preferred, corporate credit roles preferred. Solely retail loans not preferred. - Experience with non convertible debentures, optionally converted debentures preferred - Experience in collection/recoveries, and should be adept in management of transaction along with client handling and risk assessment. Skills expected: - risk assessment - Analytical mindset - sharp on picking up small clues - self motivation (since small team) - independent handling of situations - strong knowledge of financial products and irr concepts For more details please visit the website: https://acesglobal.co.in/

Candidate shall be responsible for: - Taking the lead in industry research, market mapping, preparing mandate pitches, and client interface (Sector Industrials). - Focusing on core Industrial sector product companies (primarily Indian) and not so much on services or e-commerce. - Having a good grasp of the latest product trends and offerings in the market in the Industrials sector. - Be a part of end- to- end deal-making cycle for multiple sell-side/buy-side mandates. - Candidate would be expected to get actively involved at every stage of the transaction, leading the transaction until it gets closed (client visits, meetings, bilateral discussions, commercial negotiations, due- diligence, transaction closure agreements) Requirements - 10+ years of experience working with IB firms - MBA from premier Institute CA First attempt - CFA Certification would be an added advantage - Over the years, candidate should aspire to move up the ladder, with the growing organization and build and independently lead the function further. - Candidate should be analytical, multi- tasker, persuasive, should possess excellent number crunching analytical skills, and have a hunger for growth both as a person and as a professional.

Primary responsibilities: Establishing and implementing the legal vision along with the founding team. Manage a high-pressure work environment, responding to the needs of a fast-growing business on institutional finance, capital markets, asset management and retail finance. Always be on the cutting edge of legal developments and disseminate to the wider organisation important trends on aspects including but not limited to: Technology and impact on financial services Data privacy Information Technology Act, 2000 Regulatory norms applicable to the organization Legal regime surrounding the services and products offered by the organization Assist in development and implementation of scalable internal policies on: Risk management Conflict of interest Other internal processes. Identify competitive advantages and legal / regulatory trends for the benefit of a company. Be responsible for real time resolution and to deliver key requirements confirming to specified timelines and client requirements. Ensure delivery of high quality work customised to meet specific client and business requirements, meeting the best market standards. Communicate effectively and unambiguously with all internal and external stakeholders. Build own negotiating capabilities. Work in a collaborative manner to benefit from the collective wisdom and deal experience of the market, while retaining own discretion. Assist in preparation of and ensure implementation of sound processes that realize hygiene around all activities including data management, confidentiality, drafting standards. Assist the team in developing well researched positions and practices and in rendering sound advice for undertaking transactions. Requirements Desired Skills: Good technical knowledge of laws pertaining to the field of data privacy laws, Information Technology Act, 2000 and other related laws. Excellent and in depth research skills. Possess a highly solution oriented and business focused approach and always play an enabling role for business. Have excellent drafting, and reviewing skills, be adept at problem solving, running large deals till closure and possess the ability to prepare high quality and well drafted documents. Ability to understand business requirements and how this would translate to requirements from the legal team. Ability to handle and run with the matters on their own, with minimal senior intervention. Have impeccable integrity, work ethics and ability to maintain strict confidentiality. Ability to present / articulate / position an idea compellingly. Be as ambitious as we are, and hence willing to travel, go out of her / his way to build at the highest quality, burn the midnight oil to meet goals and deadlines. Have demonstrated resiliencestayed with companies with minimal/ no switch in jobs. Willingness to learn quickly, including the commercial and structural aspects of products and effectively implement such learning. Reliability for timely and effective completion of work allocated. Work Environment Details An opportunity to play a formative role in an ambitious financial services marketplace spanning investment banking, debt capital markets, institutional finance, retail lending and asset management. A journey that will challenge and reward you in a manner few others will.