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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in M&A Advisory and Corporate Finance, with strong capabilities in transaction analysis, financial modeling, and client relationship management. Proven ability to lead teams, manage projects, and deliver high-quality service aligned with client needs.
Highest-signal resume keywords
M&A AdvisoryFinancial ModelingPitch Book PreparationValuation PrinciplesClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction AdvisoryFinancial Statement AnalysisIndustry ResearchComparative Company ValuationOpportunity PapersInformation MemorandumsFinancial AnalysisAnalytical SkillsTime ManagementProject Management
Soft Skills
Written CommunicationVerbal CommunicationOrganizational SkillsTeam LeadershipCounseling
Tools & Technologies
Capital IQOneSourcePower BIVBAThink-cellSharePointAI Tools
Certifications & Qualifications
MBAPG Diploma in FinanceCFA Level 3CA
Industry Keywords
M&A Deal LifecycleClient ServiceProject CoordinationResource AnalysisFinancial Research
Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- Provide M&A advisory services to Global EYP leaders
- Lead client interactions, delivery and relationship building with EYP Global Sector leaders
- Coordinate directly with onshore PPEDs, SMs and Managers
- Work across the M&A deal lifecycle from origination through closure
- Conduct transaction screening, proposals, pitch books, industry research, precedent transactions and comparative company valuation analysis
- Develop opportunity papers, information memorandums and financial M&A models
- Manage a team of 2–3 people and act as counsellor for team members
- Identify learning and development requirements of counselees
- Monitor and improve client service and guide team members in service delivery
- Manage several medium-sized projects and focus teams on key priorities
- Ensure quality service aligned with client needs and priorities
- Partner with internal and external clients to improve processes
- Analyze resource needs and gaps across locations with project leaders and devise alternatives
- Travel on assignments abroad as required
Requirements
What you’ll need- MBA or PG Diploma in Finance, or CFA Level 3 passed, or CA
- 6 to 8 years of relevant experience
- Strong experience in Transaction (M&A) Advisory or Corporate Finance
- Strong M&A research experience
- Expertise in preparing pitch books, industry research, company research, opportunity papers, information memorandums and financial models
- Knowledge of valuation principles and financial statement analysis
- Strong financial research and analytical skills
- Good written and verbal communication skills
- Knowledge of research databases such as Capital IQ and OneSource
- Proficiency in sourcing relevant information
- Ability to manage time to budgets and communicate progress
- Organized and structured approach to task completion
- Exposure to AI/tech tools such as Copilot, VBA, Power BI, Think-cell and SharePoint is an added advantage
- Willingness to travel abroad on assignments as required
Benefits
Comp & perks- Continuous learning and skills development
- Tools and flexibility to make a meaningful impact
- Insights, coaching and confidence-building leadership development
- Diverse and inclusive culture
- Opportunities to work with EY teams globally
- Exposure to exciting projects and well-known global brands
- Opportunities spanning multiple business disciplines