EYP-M&A Deals -Associate Manager

Ernst & Young Advisory Services Sdn Bhd; Bengaluru; On-site; INR 1,800,000 - 2,800,000; Full time

Benefits offered by this job

Continuous learning

Diverse and inclusive culture

Global exposure

Leadership development

Job summary

EY is seeking an Associate Manager in Investment Banking – Capital and Debt Advisory to join the GDS Lead Advisory Team in Bengaluru. You will provide tactical and strategic advice, lead client interactions, and guide debt/structure related work across the M&A lifecycle.

You will manage a small team, drive delivery, and collaborate with global SaT leaders. The role offers exposure to a multi-industry client base and opportunities to work on complex cross-border transactions.

Qualifications

• MBA or CFA Level 3 or CA with 6–8 years of relevant experience.
• Experience in Transactions (Debt Advisory) or Corporate Finance.

Responsibilities

• Lead client interactions, delivery, and relationship building with SaT Global Sector leaders.
• Work across the M&A / debt raise lifecycle from origination to close, including debt profiles and term sheets.
• Manage a team of 2-3 people; provide guidance and identify L&D needs.
• Ensure quality service and timely delivery across multiple projects and locations.
• Collaborate with internal/external clients to improve processes and value delivery.
• Travel on assignments abroad as required.

Skills

Team leadership

Debt advisory

Financial modeling

Client management

Research analysis

Communication skills

Education

MBA or CFA Level 3 or CA

Tools

Capital IQ

Bloomberg

Refinitiv

LoanConnector

Reuters

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.

EYP CDA – Associate Manager

As part of our EY M&A/CDA team, you will provide tactical and strategic advice to clients and help them grow inorganically or realize synergies through acquisitions, enter new geographical markets, sell or separate existing businesses, raise new capital (debt and equity) or restructure existing capital. The assistance ranges from pre-deal to closing a deal, including originating or identifying buy-side or sell-side M&A opportunities/ debt advisory opportunities, preparing client discussion materials, identifying acquisition targets or strategic / financial buyers, transaction valuation, developing marketing collaterals, business plans, amongst others. The client base spans across industries and includes mid-sized corporates, multinational investors, Private Equity firms and family offices.

The opportunity

We’re looking for an Associate Manager with expertise in Investment Banking – Capital and Debt Advisory to join our EYP GDS Lead Advisory Team. This is a fantastic opportunity to be part of a leading firm whilst being instrumental in the growth of a dynamic team.

Your key responsibilities

• As a member of the sector practice at GDS Lead Advisory, the person would be providing
• Transaction Advisory services to Global SaT leaders
• Responsible for leading client interactions, delivery, and relationship building with SaT Global Sector leaders
• Work across the entire M&A / debt raise lifecycle from deal origination to closure, including debt screening, proposals, request for proposals, pitch books, debt profiles, capital structure, industry research, credit memos, shadow rating analysis, lender presentations, financial model, term sheets etc.
• Manage a team of 2-3 people. Act as a counsellor for team members. Identify L&D requirements of counselees
• Measure, monitor and improve client service by closely collaborating with the client and guiding team members and driving excellence in service delivery
• Focus teams on the key priorities while working on and managing several medium-size projects
• Ensure smooth service delivery within the defined geographical area
• Ensure that team members deliver quality service as per client’s needs and priorities
• Partner with internal and external clients to improve processes
• Work with project leaders to analyse resource needs and gaps across locations, and devise
• alternative ways forward
• Assign people to projects based on their skills, career goals and client’s expectations
• Provide team members with accurate and useful guidance in technical areas of high risk and complexity
• Participate in goal setting, performance appraisal and management of counselees
• Travel on assignments abroad, as required

Skills and attributes for success

• Strong experience working in a Transactions (Debt Advisory) or Corporate Finance environment
• Strong research experience in a DCM or Fixed income research environment
• Expertise in preparing capital structure analysis, lender presentations, Industry research, credit analysis and credit rating, term sheets and debt market update
• Have good knowledge of debt market, debt instruments and capital structure
• Strong financial research and analytical skills
• Good communication skills - both written and verbal
• Have good knowledge of research databases like Capital IQ, Bloomberg, Refinitiv, Loan connector, Reuters etc.
• Be proficient to search/source right information from relevant sources
• Manage own time to budgets and communicate progress against plan
• Actively promote the sharing of knowledge within the group
• Be organized and structured in the completion of tasks
• Contribute pro-actively to building team spirit

To qualify for the role, you must have

• MBA or PG Diploma in Finance or CFA - Level 3 passed or CA with 6 to 8 years of relevant experience

Ideally, you’ll also have

• Exposure to AI / Tech tools like Copilot, VBA, Power BI, Think-cell, SharePoint will be an added advantage

What we look for

• A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fast-moving environment
• An opportunity to be a part of market-leading, multi-disciplinary team of 3,500 + professionals, in the only integrated global transaction business worldwide.
• Opportunities to work with EY EYP practices globally with leading businesses across a range of industries

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across six locations – Argentina, China, India, the Philippines, Poland and the UK – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs

EY | Building a better working world

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.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

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.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.