1,353 Debt Advisory jobs in India
Director - SaT - National - SaT - TCF - Capital and Debt Advisory - Mumbai
Posted today
Job Viewed
Job Description
The opportunity
: Director-National-SaT-SaT - TCF - Capital and Debt Advisory - MumbaiSaT - TCF - Capital and Debt Advisory :
Strategy and Transactions enables clients to reimagine ecosystems, reshape portfolios and reinvent for a better future. Using our Capital Agenda framework, we work with clients to find answers to today’s toughest strategic, financial, operational and commercial questions. We help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team helps clients manage their risk/return trade-offs to support them with better decision-making around financing and capital efficiency.
Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.
Our key focus areas are - Investment Banking Advisory, Valuations, Modeling and Economics, Transaction Diligence, Restructuring and Turnaround Services, Project Finance and infrastructure, EY Parthenon - Strategy and EY Parthenon - Execution.
Your key responsibilities
Technical Excellence
• Building relationships with key corporate groups, lenders and financial sponsors, ARC’s, legal advisors and other participants in the stressed assets space
• Analyzing the financial and operational positioning of stressed corporates to proactively generate leads for opportunities
• Building a healthy pipeline of opportunities and mandates in the specific areas related to, Insolvency and Bankruptcy Code, debt restructuring across various sectors especially those witnessing high levels of stressed assets (infrastructure, metals, real estate, telecom, highways etc.)
• Coordinating pitch presentations to obtain new mandates from lenders and investors
• Lead execution of transactions including day to day management and Project management and monitoring a team of (Managers) and Associates
• Business Modeling and Plan Development and an ability to analyze and envisage new / key sector trends
• Financial Modeling and Analysis – developing materials including Information, Memorandum, financial model, presentations, resolution plans including preparation of rectification/restructuring/SDR package-based business plans.
• Coordinating and managing due diligence process in a transaction
• Work with legal advisor for finalization of transaction documentation including term sheets (non-binding / binding) and definitive transaction agreements
• Keep abreast of new developments in the profession, the business, the industry and the regulatory environment, including Insolvency regulation and developments in the restructuring space
• Credit monitoring of clients, review of operational and financial performance, cash flows, etc. to proactively suggest strategic options including JV / partnerships, acquisitions or divestitures
• Synergizing with lenders, restructuring agencies, auditors, LIEs, valuation agencies
• Coordinating and managing the financial, tax, commercial and operational due
diligence process in a transaction
• Provide inputs for group business plan and future direction of the practice
• Evaluate economic and legal risks to the Firm arising out of engagements, consult
and adopt suitable risk management practices
• Keep abreast of new developments in the profession, the business, the industry and
the regulatory environment
Skills and attributes
To qualify for the role you must have
Qualification
MBA from a premier institute (Tier-I Indian B-school) with experience in transaction advisory, commercial due diligence, and strategy verticals will be preferred
Experience
· 10+ years of relevant post-qualification experience
· Preferred - Investment Banks, M&A teams of large Banks, NBFCs or Insurance companies and have successfully closed deals, Private Equity / Venture Capital firms
What we look for
People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.
What we offer
With more than 200,000 clients, 300,000 people globally and 33,000 people in India, EY has become the strongest brand and the most attractive employer in our field, with market-leading growth over compete. Our people work side-by-side with market-leading entrepreneurs, game- changers, disruptors and visionaries. As an organisation, we are investing more time, technology and money, than ever before in skills and learning for our people. At EY, you will have a personalized Career Journey and also the chance to tap into the resources of our career frameworks to better know about your roles, skills and opportunities.
EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.
Vice President - SaT - National - SaT - TCF - Capital and Debt Advisory - Mumbai
Posted today
Job Viewed
Job Description
The opportunity
: Vice President-National-SaT-SaT - TCF - Capital and Debt Advisory - MumbaiSaT - TCF - Capital and Debt Advisory :
Strategy and Transactions enables clients to reimagine ecosystems, reshape portfolios and reinvent for a better future. Using our Capital Agenda framework, we work with clients to find answers to today’s toughest strategic, financial, operational and commercial questions. We help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team helps clients manage their risk/return trade-offs to support them with better decision-making around financing and capital efficiency.
Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.
Our key focus areas are - Investment Banking Advisory, Valuations, Modeling and Economics, Transaction Diligence, Restructuring and Turnaround Services, Project Finance and infrastructure, EY Parthenon - Strategy and EY Parthenon - Execution.
Your key responsibilities
Technical Excellence
• Building relationships with key corporate groups, lenders and financial sponsors, ARC’s, legal advisors and other participants in the stressed assets space
• Analyzing the financial and operational positioning of stressed corporates to proactively generate leads for opportunities
• Building a healthy pipeline of opportunities and mandates in the specific areas related to, Insolvency and Bankruptcy Code, debt restructuring across various sectors especially those witnessing high levels of stressed assets (infrastructure, metals, real estate, telecom, highways etc.)
• Coordinating pitch presentations to obtain new mandates from lenders and investors
• Lead execution of transactions including day to day management and Project management and monitoring a team of (Managers) and Associates
• Business Modeling and Plan Development and an ability to analyze and envisage new / key sector trends
• Financial Modeling and Analysis – developing materials including Information, Memorandum, financial model, presentations, resolution plans including preparation of rectification/restructuring/SDR package-based business plans.
• Coordinating and managing due diligence process in a transaction
• Work with legal advisor for finalization of transaction documentation including term sheets (non-binding / binding) and definitive transaction agreements
• Keep abreast of new developments in the profession, the business, the industry and the regulatory environment, including Insolvency regulation and developments in the restructuring space
• Credit monitoring of clients, review of operational and financial performance, cash flows, etc. to proactively suggest strategic options including JV / partnerships, acquisitions or divestitures
• Synergizing with lenders, restructuring agencies, auditors, LIEs, valuation agencies
• Coordinating and managing the financial, tax, commercial and operational due
diligence process in a transaction
• Provide inputs for group business plan and future direction of the practice
• Evaluate economic and legal risks to the Firm arising out of engagements, consult
and adopt suitable risk management practices
• Keep abreast of new developments in the profession, the business, the industry and
the regulatory environment
Skills and attributes
To qualify for the role you must have
Qualification
MBA from a premier institute (Tier-I Indian B-school) with experience in transaction advisory, commercial due diligence, and strategy verticals will be preferred
Experience
· 10+ years of relevant post-qualification experience
· Preferred - Investment Banks, M&A teams of large Banks, NBFCs or Insurance companies and have successfully closed deals, Private Equity / Venture Capital firms
What we look for
People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.
What we offer
With more than 200,000 clients, 300,000 people globally and 33,000 people in India, EY has become the strongest brand and the most attractive employer in our field, with market-leading growth over compete. Our people work side-by-side with market-leading entrepreneurs, game- changers, disruptors and visionaries. As an organisation, we are investing more time, technology and money, than ever before in skills and learning for our people. At EY, you will have a personalized Career Journey and also the chance to tap into the resources of our career frameworks to better know about your roles, skills and opportunities.
EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.
Executive Director - SaT - National - SaT - TCF - Capital and Debt Advisory - New Delhi
Posted today
Job Viewed
Job Description
The opportunity
: Executive Director-National-SaT-SaT - TCF - Capital and Debt Advisory - New DelhiSaT - TCF - Capital and Debt Advisory :
Strategy and Transactions enables clients to reimagine ecosystems, reshape portfolios and reinvent for a better future. Using our Capital Agenda framework, we work with clients to find answers to today’s toughest strategic, financial, operational and commercial questions. We help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team helps clients manage their risk/return trade-offs to support them with better decision-making around financing and capital efficiency.
Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.
Our key focus areas are - Investment Banking Advisory, Valuations, Modeling and Economics, Transaction Diligence, Restructuring and Turnaround Services, Project Finance and infrastructure, EY Parthenon - Strategy and EY Parthenon - Execution.
Your key responsibilities
Technical Excellence
· Understanding of the key deal imperative and M&A strategies
· Comprehensive understanding of the deal activity in the sector and deal drivers with reference to PE/VC investors
· Strong Financial Modelling & Analytical skills
Skills and attributes
To qualify for the role you must have
Qualification
MBA / CA
Experience
AS DISCUSSED
What we look for
People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.
What we offer
With more than 200,000 clients, 300,000 people globally and 33,000 people in India, EY has become the strongest brand and the most attractive employer in our field, with market-leading growth over compete. Our people work side-by-side with market-leading entrepreneurs, game- changers, disruptors and visionaries. As an organisation, we are investing more time, technology and money, than ever before in skills and learning for our people. At EY, you will have a personalized Career Journey and also the chance to tap into the resources of our career frameworks to better know about your roles, skills and opportunities.
EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.
Senior Associate - SaT - National - SaT - TCF - Capital and Debt Advisory - New Delhi
Posted today
Job Viewed
Job Description
The opportunity
: Senior Associate-National-SaT-SaT - TCF - Capital and Debt Advisory - New DelhiSaT - TCF - Capital and Debt Advisory :
Strategy and Transactions enables clients to reimagine ecosystems, reshape portfolios and reinvent for a better future. Using our Capital Agenda framework, we work with clients to find answers to today’s toughest strategic, financial, operational and commercial questions. We help corporates, private equity, governments, sovereign wealth funds, private and family businesses, and educational institutions with their key financial issues. From portfolio review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team helps clients manage their risk/return trade-offs to support them with better decision-making around financing and capital efficiency.
Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.
Our key focus areas are - Investment Banking Advisory, Valuations, Modeling and Economics, Transaction Diligence, Restructuring and Turnaround Services, Project Finance and infrastructure, EY Parthenon - Strategy and EY Parthenon - Execution.
Your key responsibilities
Technical Excellence
· Identified of deal issues, assessing their impact on the transaction (valuation etc.) and advising on ways to address the issues
· Conducted analysis of transaction risks and ways to mitigate them
· Understanding transaction structure and basis it advised on structuring issues
Skills and attributes
To qualify for the role you must have
Qualification
Chartered Accountant
Experience
5 Years of post qualification experience
What we look for
People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.
What we offer
With more than 200,000 clients, 300,000 people globally and 33,000 people in India, EY has become the strongest brand and the most attractive employer in our field, with market-leading growth over compete. Our people work side-by-side with market-leading entrepreneurs, game- changers, disruptors and visionaries. As an organisation, we are investing more time, technology and money, than ever before in skills and learning for our people. At EY, you will have a personalized Career Journey and also the chance to tap into the resources of our career frameworks to better know about your roles, skills and opportunities.
EY is equally committed to being an inclusive employer and we strive to achieve the right balance for our people - enabling us to deliver excellent client service whilst allowing our people to build their career as well as focus on their wellbeing.
Associate Director | Debt and Capital Advisory
Posted today
Job Viewed
Job Description
JOB DESCRIPTION
To solve important problems we need diverse talent. Our people use their creativity, authenticity and human differences to be champions of change. When people from diverse backgrounds, with different points of view, work together, we create incredible value - for our clients, our people and our society.
Join a tight-knit, highly specialised team working on exciting Deals.
Flexible working and Health & Lifestyle Perks.
Continuing professional development and training.
About the Team
Our Debt and Capital Advisory (DCA) team within Deals uses their extensive experience and daily involvement in the domestic and international debt and capital markets to provide clients with advice on all aspects of their debt and capital needs. As an independent advisor and having access to latest market trends, intelligence from transaction experience and broad market contacts, our DCA team successfully delivers optimal capital structure platforms and outcomes that are tailored to clients' specific requirements.
As one of the most active independent advisors in the sub investment grade debt markets with a focus on complex transactions, common themes that usually result in a DCA engagement include:
Event driven – strategic acquisitions, growth / expansion capital expenditure, change in financial performance or debt refinancing
Board / senior executive willingness to "test the market"
Unhappy with existing bank or requirements for additional banks given increased volume
New CFO or Treasurer wanting a fresh perspective
Market disruption - loss of client(s); new entrants, declining market share, changing bank behaviour
Other financing considerations, including capital management strategies and tax/legislation changes.
About the Role
We are looking for an experiencedAssociate Director with experience in a sub investment grade (i) lender (bank or credit fund) and / or a debt and capital advisory firm to join our teams based across Brisbane and Melbourne. Your impact will be seen by:
Delivering crucial insights into the debt and capital markets in a strategic manner for clients
Leading and executing deal origination efforts by identifying and engaging potential clients, leveraging market insights and network connections to secure new business opportunities.
Leading transaction execution; including preparation of bank presentations, information memorandums, credit analysis, financial modelling and review of legal documentation
Helping clients in articulating their needs, issues and risks and providing clear recommendations by leveraging your in-depth debt product and market knowledge
Inspiring juniors in the team through training, sharing knowledge and actively contributing to their professional development
Being the trusted advisor through sharing thought leadership and having a presence in the debt and capital markets space with both bank and non-bank lenders
About you
You have solid experience in corporate or institutional banking, leverage finance or debt advisory, with a proven track record in deal structuring, credit analysis and negotiating documentation of debt and capital funding transactions. You’re excited by the opportunity to leverage your corporate finance knowledge to deliver innovative financing solutions for clients and working in an integrated team environment. Being commercially minded you’ll enjoy being challenged and will have the ability to learn from a passionate team.
Passionate about being at the forefront of change, you’re ready to help our Deals team deliver innovative solutions to our clients, providing advice and support, from initiation through to deal completion.
You’re collaborative and enjoy working in an innovative environment. You’re a problem solver by nature and want to join a firm that values the kind of people who reimagine the possible for their clients and stakeholders. Most importantly, you act with integrity and show care for the people you work with.
About PwC
At PwC, we are a human-led, tech-powered community of solvers. We approach problems with curiosity, collaboration and willingness to challenge the status quo to develop innovative solutions in partnership with Australian businesses and not-for-profits. Together, we strive to make a positive impact and drive meaningful change.
That’s where our people come in. Whether you’re just beginning your career or have plenty of experience under your belt, we believe your unique perspective can help us to deliver valued insights that make a real impact. Here, you’ll be surrounded by peers who have your back and leaders who support you, in an environment that encourages continuous learning and growth.
Your benefits
Flexible working arrangements - If it works for you, your team, and your clients, it works for us
More opportunities to connect with loved ones, with the ability to work up to four weeks from anywhere in Australia and select international locations
Health and lifestyle perks like a wellness credit and discounted memberships
Gender inclusive 26 weeks paid parental leave
World-class development opportunities to accelerate your career
Strong mentors, meaningful work and plenty of networking opportunities
Dress for your day so you can feel confident and comfortable for whatever your day has in store for you
Our commitment to diversity and inclusion
We empower our people to use their creativity, authenticity and human differences to be champions of change and challenge our thinking. At PwC, we understand that diverse perspectives are necessary for solving complex problems. We believe that for diversity to truly flourish, it must be nurtured in an inclusive environment. That's why we are committed to fostering a workplace where everyone feels valued to thrive.
PwC is committed to making our recruitment processes inclusive, so if you need reasonable adjustments or would like to note which pronouns you use at any point in the application or interview process, please let us know.
Sanjeevi Visagamoorthy is the Recruitment Manager for this role. As the team experiences high volumes of applications, we appreciate your patience to allow for a timely and fair process for all.
No Agencies Please: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals.
Explore Location Close the popup
No locations found
Apply Now Save job
Financial Consulting Director, Investigations & Disputes
Posted today
Job Viewed
Job Description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
Qualifications:
Responsibilities:
You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM. Experience the power of being understood.
Financial Consulting Supervisor - Fund Services+
Posted today
Job Viewed
Job Description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
About this role: RSM is actively seeking talented Property accounting professionals who are characterized by high motivation, self-direction, strong analytical skills, and a track record of excellence in their previous roles.Are you an experienced property accounting professional on the hunt for an exciting career opportunity with a leading fund service provider that boasts a best-in-class technology platform and an end-to-end fund service model tailored for the private markets?
Do you aspire to deepen your technical expertise in intricate fund terminologies, address complex accounting challenges, and navigate the intricacies of fund structures within the private markets? Are you enthusiastic about engaging with and collaborating alongside a diverse range of clients? Are you in pursuit of a career that promises stimulating and diverse avenues for professional growth?
If so, RSM's Fund Services + is the right fit for you!
Specific Responsibilities:
Qualifications:
RSM seeks to hire individuals who are highly motivated, self-driven, analytical and have demonstrated excellence in prior endeavors.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the in the Indian Armed Forces; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at .
Be The First To Know
About the latest Debt advisory Jobs in India !
Financial Consulting Manager - Fund Services+
Posted today
Job Viewed
Job Description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
Qualifications:
RSM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors.
Specific Responsibilities:
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the in the Indian Armed Forces; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at .
Financial Consulting Associate - Fund Services
Posted today
Job Viewed
Job Description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
About our firm: RSM is the leading provider of audit, tax and consulting services to the middle market. With over 13,000 professionals across the U.S. and Canada and a global presence in 123 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients' evolving needs in today's ever-changing business environment.
Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people's individual talents and diverse perspectives strengthen our teams and enhance the unique insights that we provide to our clients.
Business Practice Overview : RSM's Fund Services+ within our Financial Consulting practice is a dedicated team of experienced professionals who specialize in providing managed services to Private Equity Groups (PEGs) for fund administration and accounting, helping to navigate technical accounting challenges, assisting with financial reporting requirements, and supporting Management to improve the effectiveness and efficiency of their accounting and finance functions through an integrated, streamlined technology platform. With our blend of deep technical knowledge, private equity industry experience, and fund accounting know-how, we can provide an integrated team of fund administrators, valuation and tax specialists, and other subject matter experts who can help manage the day-to-day back-office functions for Private Equity Groups and their funds. It's a global integrated team with transactional to strategic capabilities and comprehensive areas of specialization drawing on our entire RSM market leading organization.
About this role: Are you a fund accounting professional searching for an exciting opportunity with fund service provider that has best-in-class technology platform and end to end fund service model for the private markets
Are you looking to enhance your technical knowledge of complex fund terms, technical accounting issues and fund structures in the private equity industry while serving and collaborating with diverse set of clients Are you looking for a career that will provide you with interesting and varied professional growth opportunities
If so, RSM&aposs Fund Services + is the right fit for you!
Qualifications
RSM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors.
- 8+ years of Big 4 or national accounting firms fund accounting experience in the private equity industry
- Ability to interpret/applying the financial and operational terms of Limited Partnership Agreements for private equity funds
- Undergraduate degree in accounting
- CPA and/or CA preferred
- Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)
- Allvue knowledge a large PLUS!
- Proficient knowledge of fund accounting software (Investran, E-Front, etc.)
- Strong analytical skills, detail oriented and highly organized
- Possesses a strong work ethic, personal and professional integrity, and a positive attitude
- Strong oral and written communication and influencing skills
- Ability to work in a dynamic, fast‐paced environment and handle multiple projects
- Prepare quarterly and annual financial statements, financial statement footnotes, quarterly accounting workpaper packages and investor reporting packages
- Prepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments
- Become an expert user in the firm's fund administration technology platform
- Assist with onboarding new clients, setting up the firm's investors, investments, new reports, LP reporting portal, etc.
- Prepare / facilitate capital calls and distribution calculations and execute these processes in the technology platform
- Maintain and update investor data as needed
- Respond to adhoc inquiries from clients and limited partners
- Coordinate with the clients' external auditors and tax providers to assist with the year end audits and tax return information that is needed
- Once established help to train other new/junior level staff members
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at (HIDDEN TEXT).
Skills Required
Word, investran , Fund Accounting, Powerpoint, Excel, Microsoft Office Suite
Financial Consulting Manager - Fund Services+
Posted today
Job Viewed
Job Description
Qualifications:
RSM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors.
- 3+ years of Big 4 or national accounting firms fund accounting experience in the private equity industry
- Ability to interpret/applying the financial and operational terms of Limited Partnership Agreements for private equity funds
- Undergraduate degree in accounting
- CPA and/or CA preferred
- Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)
- Allvue knowledge a large PLUS!
- Proficient knowledge of fund accounting software (Investran, E-Front, etc.)
- Strong analytical skills, detail oriented and highly organized
- Possesses a strong work ethic, personal and professional integrity, and a positive attitude
- Strong oral and written communication and influencing skills
Ability to work in a dynamic, fast paced environment and handle multiple projects
Specific Responsibilities:
- Prepare quarterly and annual financial statements, financial statement footnotes, quarterly accounting workpaper packages and investor reporting packages
- Prepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments
- Become an expert user in the firm's fund administration technology platform
- Assist with onboarding new clients, setting up the firm's investors, investments, new reports, LP reporting portal, etc.
- Prepare / facilitate capital calls and distribution calculations and execute these processes in the technology platform
- Maintain and update investor data as needed
- Respond to adhoc inquiries from clients and limited partners
- Coordinate with the clients' external auditors and tax providers to assist with the year end audits and tax return information that is needed
- Once established help to train other new/junior level staff members
Skills Required
Word, Powerpoint, Excel, Accounting