Job Title

Location: Mumbai About the Role: This role involves assisting the Transaction Advisory team in execution-level tasks across M&A and capital markets transactions. The trainee will support data coordination, documentation, financial analysis, and research, working under the guidance of senior team members. Key Responsibilities: Assist with preparation and updating of financial models, Excel-based schedules, and transaction workbooks. Assist in the preparation and review of financial statements and related disclosures. Coordinate audit support documentation and help during statutory audits linked to transactions. Maintain trackers and checklists to monitor ongoing deliverables across the project lifecycle. Conduct desktop research on regulatory, accounting, and financial topics to support ongoing work. Prepare and format PowerPoint presentations on company profiles, research topics, and project summaries. Support in collating and submitting financial and operational data to external advisors during vendor due diligence. Manage and organize data rooms, including document uploads, access rights, and folder structures. Help compile information for DRHPs and assist with IPO-related documentation requirements. Eligibility Criteria: Cleared both groups of CA Intermediate in May 2025 Eligible to begin Articleship as per ICAI guidelines Interest in gaining exposure to transaction execution and support functions Skills Required: Proficient in Microsoft Excel, Word, and PowerPoint Good verbal and written communication skills in English Strong knowledge of accounting, financial statements, and regulatory frameworks Attention to detail, ability to follow structured processes, and meet deadlines Stipend: INR 15,000 per month – 1st Year INR 20,000 per month – 2nd Year