Associate - M&A Origination & Advisory

Department Icon Accounting & Finance
Posted: 1 month ago
3-8 years
Mumbai
Accounting & Finance
work from office
Full Time
Closes 6 Nov 2026

Posted: 1 month ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

About the Role:

We are looking for a high-calibre finance professional to join our M&A team as an Associate - M&A Origination & Advisory.

This is a front-end role combining M&A origination, financial analysis, business evaluation and senior-level client engagement. You will work closely with promoters, founders, CXOs, investors and business owners to identify and develop potential M&A and strategic transaction opportunities.

The role is particularly suited to professionals from Investment Banking, Big 4 Deals / Transaction Advisory, Corporate Finance, Private Equity, Equity Research or Financial Services who want greater exposure to the front end of M&A.

Key Responsibilities:

M&A Origination:

  • Identify and develop potential M&A, acquisition, divestment and strategic investment opportunities.
  • Build and manage a high-quality pipeline of potential companies and transactions.
  • Identify companies and sectors aligned with the firm's target profile and transaction mandate.
  • Develop proprietary opportunities through research, networking and direct promoter engagement.

Financial & Business Analysis:

  • Analyze P&L, balance sheet, cash flows and key financial metrics.
  • Understand business models, growth drivers, profitability, capital structure and industry dynamics.
  • Assess the initial financial and strategic attractiveness of potential opportunities.
  • Conduct company, sector and comparable transaction research.

Promoter & Client Engagement:

  • Build relationships with promoters, founders, CXOs, investors and senior decision-makers.
  • Conduct meaningful discussions around business strategy, growth, capital requirements, acquisitions, succession and potential exits.
  • Identify transaction triggers and convert relevant conversations into qualified opportunities.
  • Develop long-term relationships with business owners and decision-makers.

Opportunity & Transaction Support:

  • Qualify opportunities based on strategic fit, financial profile and transaction rationale.
  • Prepare company profiles, opportunity notes, transaction teasers and preliminary assessments.
  • Work with senior team members to progress qualified opportunities towards mandates and transactions.
  • Track and manage the M&A pipeline and stakeholder relationships.

Ideal Candidate:

We are looking for professionals who combine strong financial acumen with excellent communication and relationship-building skills.

Preferred background:

  • CA / CFA / MBA (Finance) or equivalent qualification.
  • Experience in Investment Banking, M&A, Big 4 Transaction Advisory / Deals, Corporate Finance, Transaction Services, Private Equity, Equity Research or related fields.
  • Strong ability to read and interpret financial statements.
  • Excellent communication and executive presence.
  • Comfortable interacting with promoters, founders and CXOs.
  • Strong analytical, commercial and research skills.
  • Ability to connect financial performance with business strategy.
  • Entrepreneurial mindset, ownership orientation and strong follow-through.

Skills

M&AOriginationFinancial AnalysisCACFACorporate FinanceBusiness AnalysisClient EngagementFinancial StatementsTransactionsBalance SheetCaCfaFinanceCash

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