CA Article Trainee – Transaction Advisory

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 January 2026
• 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

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