Associate - Transaction Advisory

Company Description:

Sikariya Advisory Private Limited is a Family office for wealth, business and legacy. We work with HNIs, UHNIs and business families to organise wealth, strengthen compliance and evaluate opportunities with clarity, structure and discipline.

We are hiring Associate - Transaction Advisory for our office situated in Goregaon East, Mumbai.

We are looking for a motivated professional to support transaction advisory, structuring and estate planning mandates for our family office clients.

The role will involve assisting the Manager - Transaction Advisory in evaluating opportunities, coordinating stakeholders, preparing transaction material and supporting execution from initial assessment through closure.

Key Responsibilities

• Support execution of transaction mandates from evaluation and structuring through documentation and closure.
• Conduct research and analysis of investment, acquisition, divestment and strategic opportunities across asset classes.
• Assist in preparation of transaction notes, proposals, presentations, case summaries and execution roadmaps.
• Gather, review and organise financial, commercial and transaction-related information for client decision-making.
• Coordinate with investors, promoters, developers, legal advisors, tax professionals, bankers and other stakeholders.
• Maintain transaction trackers, documentation checklists and follow-up schedules for ongoing mandates.
• Assist in due diligence, valuation, investment analysis and commercial evaluation of opportunities.
• Support preparation and implementation of ownership, investment, holding and transaction structures.
• Assist in estate and succession planning assignments, including ownership mapping, family holding structures and succession documentation.
• Support client meetings, prepare action points and coordinate follow-ups until completion.
• Monitor ongoing transactions and investments and provide regular updates to the Manager.
• Work closely with the Manager to understand broader family office objectives and ensure assignments are executed within that context.
• Strong communication, presentation and coordination skills
• High attention to detail and problem-solving mindset Preferred

Candidate profile:

• Graduate in Commerce, Finance, Economics, Business Administration or related discipline.
• CA Inter / CFA candidate / MBA Finance or candidates pursuing relevant professional qualifications would be preferred.
• Some relevant experience in transaction advisory, family office, corporate finance, investment banking, consulting or related roles would be preferred
• Exposure to structuring, taxation, estate planning or investment analysis would be an advantage.
• High degree of ownership, responsiveness and attention to detail.

Perks & Benefits:

• Professional and growth-oriented work environment.

• Alternate Saturdays off to support a healthy work-life balance.

• Healthy and collaborative workplace culture.