UKI Private Equity CRM- Senior Associate(Big4jobs)

Department Icon Investment Banking, Private Equity & VC
Posted: 9 hours ago
5-10 years
Kochi, KL, India
Investment Banking, Private Equity & VC
work from office
Full Time
Closes 14 Dec 2026

Posted: 9 hours ago
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Job Description

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. 

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Discipline  

Clients & Industries

 

Role Type

  • Private Equity Compliance & Regulatory Management support
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  • Business unit specific description – Clients & Industries – GDS UKI

As part of the Region and Service Line Operations COE Support team, the Senior Associate supports business leaders through reporting, data analysis, project coordination, and operational management. The role involves monitoring and managing independence compliance requirements for major UK-headquartered Private Equity entities, ensuring all proposed engagements and business relationships across EY service lines comply with SEC, EU, UK, and EY independence regulations. Success in this role requires strong analytical skills, attention to detail, effective stakeholder communication, and a commitment to delivering accurate and timely insights that help protect the firm and support informed decision-making.

 

Your key responsibilities:

  • Support Quarterly Independence Summary Memo (ISM) Procedures - Initial review of Quarterly ISM and backing docs, ensuring procedures are completed for PE accounts each quarter
  • Set up a structure for each account to ensure that the account team is appropriately supported in covering regulatory requirements
  • Reconcile systems to ensure account structures are reflected appropriately and accurately.
  • Monitor press and industry announcements for acquisitions and disposals across focus accounts
  • Support Public and Private Company Independence Procedures for acquisitions
  • Answering general Independence queries related to PE Accounts
  • High level of stakeholder engagement
  • A solid understanding of our account and client structure
  • Collating action points from leadership meeting and driving their execution
  • Program/ Project Coordination
  • Other ad hoc projects

 

Skills and attributes for success

  • Skilled in designing interactive dashboards, reports, and visual narratives that enable stakeholders to quickly interpret trends, patterns, and performance metrics.
  • Presentation and facilitation skills - Ability to drive meetings, build presentations that interpret the data, creating valuable business insights and delivering the message to the stakeholders
  • Work under minimal direction/supervision - Be accountable for projects assigned, take complete ownership and drive projects end to end
  • Business acumen and Adaptability – Capable of quickly understanding the needs of the business and be able to align with changing customer expectations
  • Quick learner - Ability to grasp or quickly understand the process, objectives / intricacies of projects and move to delivery mode in a short span
  • Attention to detail - Utmost importance to numbers, formatting etc.
  • Excellent Communication - Listening, reading, writing & speaking skills
  • MS Office skills: Advanced level experience in Excel reporting & PowerPoint.
  • Power BI/Other BI tools/ Alteryx - Data Integration and Data Visualization etc.
  • High degree of professionalism and integrity

 

To qualify for the role, you must have

  • Graduate / Post-graduate - (Business Administration, Information and Data Science) with 3 - 6 years’ work experience in professional services industry.
  • Excellent communication and collaboration skills with the ability to work effectively with cross-functional teams.

 

Ideally, you’ll also have

  • The role demands expertise in Power BI and related Microsoft Power Platform tools, including PowerApps and Power Automate, to design, develop, and maintain robust data solutions. A strong work ethic, meticulous attention to detail, and a commitment to accuracy and timeliness are essential to ensure high-quality deliverables.
  • Experience doing secondary research using Google and other external sources like Factiva, Company Inforgator, BoardEx, OneSource etc
  • Content management – Familiar with maintenance of SharePoint, preparation of newsletters, managing surveys etc.
  • Private Equity/Investment Banking Industry experience preferable but not essential.
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  • EY | Building a better working world 
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  • EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.  
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  • Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.  
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Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.  

Skills

Data AnalysisData ScienceData VisualizationPower BIExcelAlteryxInvestment BankingComplianceCRMConsultingCommunicationLeadershipPowerPointSharePointTeams

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About Company

EY India Careers 2025 – Overview

Ernst & Young Global Limited (EY) is one of the Big Four professional services organisations, headquartered in London, England, and operating in 150+ countries with a global workforce of ~400,000 professionals.

EY’s roots trace back to 1849 (Harding & Pullein) and 1903 (Ernst & Ernst), with the current global legal entity formed in 1989 through the merger of Ernst & Whinney and Arthur Young.

In India, EY employs ~50,000–55,000 people across offices in Gurugram, Mumbai, Bengaluru, Hyderabad, Chennai, Kolkata, and Pune. The firm operates through four integrated service lines — Assurance, Consulting, Strategy and Transactions, and Tax — helping clients capitalise on opportunities, manage risk, and deliver responsible growth.

EY’s purpose, Building a better working world, guides its work with businesses, governments, and non‑profits to solve complex challenges. The firm is recognised for its investments in AI (via the EY.ai platform), digital transformation, sustainability, and inclusive growth.

Business Model

EY operates as a service‑based B2B professional services firm, generating revenue through assurance, consulting, strategy & transactions, and tax services.

Its model blends:

  • Deep sector expertise with technology‑driven solutions
  • Global delivery capabilities with India as a strategic hub
  • Long‑term client relationships built on trust and recurring engagements

Strategic priorities for EY India include:

  • Scaling EY.ai and AI‑enabled services
  • Expanding ESG and sustainability consulting
  • Strengthening cybersecurity and digital transformation offerings
  • Growing Strategy and Transactions advisory in high‑growth sectors

Recent Wins & Recognition

  • Launched the EY.ai platform to integrate AI into all service lines globally and in India (https://www.ey.com/en_in/news/2023/ey-launches-ey-ai-platform).
  • Advised on a $1.1 billion renewable energy acquisition in India (https://economictimes.indiatimes.com/industry/energy/power/ey-advises-on-renewable-energy-acquisition/articleshow/).
  • Recognised as a Leader in Digital Strategy Consulting in the 2025 IDC MarketScape report (https://www.ey.com/en_in/news/2025/ey-named-leader-in-digital-strategy-consulting).
  • Partnered with the Government of India on Gati Shakti infrastructure planning (https://www.ey.com/en_in/news/2024/ey-supports-gati-shakti-infrastructure-planning).
  • Awarded Best Employer for Women 2025 by Working Mother & Avtar (https://www.ey.com/en_in/news/2025/ey-best-employer-for-women).

Culture & Values

EY’s culture is anchored in its EY Values:

  • People who demonstrate integrity, respect, and teaming
  • People with energy, enthusiasm, and the courage to lead
  • People who build relationships based on doing the right thing

The firm promotes diversity, equity, and inclusion, offers global mobility opportunities, and invests heavily in continuous learning through EY Badges, EY Tech MBA, and leadership programs.


Client‑Facing Businesses

Assurance

What it is – Independent audit and assurance services to enhance trust in financial reporting. Careers in India include:

  • Statutory Audit – Auditing financial statements for listed and unlisted companies.
  • Financial Accounting Advisory Services (FAAS) – IFRS/Ind AS advisory, reporting, and accounting change support.
  • Forensic & Integrity Services – Fraud investigation, dispute resolution, and compliance reviews.
  • Climate Change & Sustainability Services (CCaSS) – ESG reporting and assurance.

Consulting

What it is – Advises clients on business transformation, technology, and risk. In India, career opportunities span:

  • Business Consulting – Strategy, operations, and supply chain transformation.
  • Technology Consulting – ERP, cloud, data analytics, and cybersecurity.
  • Risk Consulting – Enterprise risk, internal audit, and regulatory compliance.
  • People Advisory Services – Workforce strategy, change management, and HR transformation.

Strategy and Transactions (SaT)

What it is – End‑to‑end deal advisory and capital strategy. India‑based roles cover:

  • M&A Advisory – Buy‑side and sell‑side deal advisory.
  • Transaction Diligence – Financial, tax, and operational due diligence.
  • Valuation, Modelling & Economics – Business valuations and financial modelling.
  • Restructuring – Turnaround and insolvency support.

Tax

What it is – Comprehensive tax and regulatory services. In India, career paths include:

  • Direct Tax – Corporate and international tax compliance and planning.
  • Indirect Tax – GST, customs, and trade advisory.
  • Transfer Pricing – Planning, documentation, and dispute resolution.
  • Tax Technology & Transformation – Automation and analytics for tax functions.


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