Associate - TAS

ASA; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Baker Tilly Mumbai is seeking an Associate to support the Investment Banking team in buy-side and sell-side M&A transactions, delivering client service and strategic insights.

You will prepare pitch books, conduct industry studies, build financial models, and contribute to valuation work while coordinating with global industry players and maintaining deadlines.

The role emphasizes analytical rigor, teamwork, and the ability to work under pressure in a dynamic environment.

Qualifications

• Attention to detail and ability to prioritise work.
• Critical thinking and strong reasoning.
• Accounting knowledge and financial analysis skills.
• Ability to analyze companies from financial, operational, and industry perspectives.
• Experience with open-ended secondary research for industry insights.
• Strong verbal and written communication skills.
• Adaptability to shifting priorities and deadlines.
• Proficiency in MS Office (Excel, PowerPoint, Word).
• Ability to work under pressure and extended hours.
• Team-oriented and collaborative.

Responsibilities

• Preparing pitch books and company profiles.
• Conducting industry studies and preparing reports.
• Computing trading comps and precedent transactions comps.
• Building and analyzing different business and financial models.
• Preparation of valuation models.
• Preparing lists of potential sellers or buyers.
• Contacting industry players for potential M&A opportunities globally.

Job description

The Associate will play a key role in supporting Baker Tilly’s mission to deliver exceptional client service and strategic insights. This position involves assisting clients with buy-side and sell-side M&A transactions as part of the Investment Banking team.

Position Overview

The Associate will play a key role in supporting Baker Tilly’s mission to deliver exceptional client service and strategic insights. This position involves assisting clients with buy-side and sell-side M&A transactions as part of the Investment Banking team.

Key Responsibilities

• Preparing pitch books, company profiles
• Conducting industry study and preparing reports
• Computing trading comps and precedent transactions comps
• Studying, building & analyzing different business & financial models
• Preparation of valuation models
• Preparation of list of potential sellers / buyers
• Contacting Industry players for potential M&A opportunities globally

Desired Skills:

• Strong attention to detail, conscientious and ability to prioritise work.
• Critical thinking, strong reasoning ability, sense of logic
• Accounting knowledge and financial analysis skills
• Ability to analyze companies from a financial, operational, and industry perspective
• Knowledge of conducting open ended secondary research to garner industry specific insights
• Should have strong interpersonal and communication (both verbal and written) skills
• Adaptability to a dynamic environment often accompanied by shifting priorities and stringent deadlines
• Excellent working knowledge of MS Office including MS Excel, Power point, Word.
• Have the ability to work under pressure – stringent deadlines and tough client conditions which may demand extended working hours.
• Ability to work well in teams

Qualification:

• Qualified chartered accountants or an MBA from a reputed college with experience in IB and having good knowledge of preparation of information memorandum / financial modelling / valuation.
• Work experience of minimum 2-4 years post qualification in IB firms / Big4 / KPO preferred.