14 Capital Structuring Jobs

Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 500 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. Acuity is headquartered in London and operates from 10 locations worldwide. The company fosters a diverse, equitable and inclusive work environment, nurturing talent, regardless of race, gender, ethnicity or sexual orientation. Acuity was established as a separate business from Moodys Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder. For more information, visit www.acuitykp.com Basic Information Position Title: Credit Research Experience Level: 3 + years Department: Investment Research Location: Bangalore / Pune / Gurgaon Job Description: We are seeking exceptionally intelligent, resourceful, and self-motivated individuals to be part of our Fundamental Credit Research team. The team resides within Investment Research and responsible for providing research and opinion related to fixed income securities globally. The research process involves analysis of the debt instrument issuers, including financial ratio analysis, financial forecasting of issuers financial statements, scenario analysis, capital structure, issuer profiling, peer comparison, evaluation of fundamental credit strength and issuing credit opinion on the issuers and specific debt issues. The individual will be part of the Fixed Income team based out of Bangalore. The team covers a wide variety of fixed income instrument issuers spanning across global, sectors and asses classes. The primary responsibilities include: Building and updating detailed credit models including KPI based projections, debt capital structure analysis, covenant analysis, distressed debt analysis and recovery analysis, Preparing credit reports, even update, real time earnings on companies under coverage Ability to perform Rising star and fallen angel analysis Providing opinion and rating recommendation on the issuers Experience in giving bond recommendation and performing relative valuation Responsible for client interaction and managing client expectations Experience in writing analytical reports and earnings conference call summaries Work experience in working on HY and DD debt is desirable Prepare and implement checklist, dashboard, quality control tools Provides input and ideas for improvement in TAT and efficiency Core Skills Required MBA (Finance) with experience in building FIC models, writing initiations and real time earnings summaries. CFA and FRM is an added advantage Excellent analytical skills, good writing & communication skills Demonstrates a very high degree of Initiative, self-leadership, and entrepreneurship Job requires extremely high level of attention to detail, meticulousness and accountability Strong quantitative, analytical and interpretive skills Abide by TAT and improve customer satisfaction over the period Must have experience in financial modelling and credit reports .

We are seeking a visionary CFO with proven IPO execution experience to lead our financial strategy and operations. The ideal candidate will bring deep expertise in financial management, and capital market readiness.

Key Responsibilities Supporting a US based PE client in portfolio monitoring Coordinate with multiple teams at client side and help in standardization of templates Help in the implementation of Portfolio Monitoring tool Periodic update of valuation models for financials, performance commentary, key covenant, KPIs and Capital structure etc. Building end to end 3-statement models, comprising of key KPIs, walk to EBITDA from Net income and Capital structure analysis Detailed tranche level debt analysis, including loan tapes update and credit metrices on existing spreadsheets and portfolio managements tools Update underwriting details in loan tapes EBITDA reconciliation from Audited to non-audited financials Due diligence of target companies includes credit comps analysis, historical financial benchmarking, operational benchmarking, model update, Capital IQ screening. Data Management on third party tools like Intralinks, Findox, Shared drive etc. Creating reporting calendars and updating for latest results received. Follow-up for any delay in reporting Extracting key covenants from Credit agreement/legal documents Historical trend analysis for valuations, leverage ratios, ICRs, Adj. EBITDA and other key metrics Validating or re-calculating the covenants as per various lender conventions and Adjusted EBITDA calculations Setting up SOPs (Standard Operating Procedures) by laying down the processes and internal check frameworks to achieve the overall objective Client Management: Understanding project request, and handling client queries Key Competencies MBA finance/CFA/Chartered Accountant 5-8 years of experience in strategy consulting/investment banking/private equity/research sectors Experience in quantitative analysis including financial modelling, trading comps, transactions comps, benchmarking, capital structure, adjusted EBITDA reconciliation, covenant monitoring etc. Excellent in MS Excel to process varied data sets in spreadsheets is highly desirable Strong written and verbal communication skills Ability to work effectively under tight deadlines Dedicated and motivated individuals having demonstrated academic excellence with project management, client relationship management, analytical, and teamwork skills Knowledge of databases such as Capital IQ, FactSet, Bloomberg etc.

Job Description & Summary Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. Qualification: Chartered Accountant As a Manager/ Senior Manager you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The tasks, roles and responsibilities pertaining to the job role will include the following: Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds, companies, LLPs, trusts etc., Advisory and Litigation support pertaining to Income-tax laws and rules framed therein, SEBI regulations (covering broking, mutual funds, distributors, investment advisors, private equity, venture capital), Companies Act and rules framed therein, FEMA, Non-Banking Financial Companies (NBFC) regulations, Mutual Fund (MF) regulations, banking regulations, Insurance regulations, Service tax laws, rules framed therein, Preparing application for and obtaining Foreign Investment Promotion Board (FIPB) approvals for foreign direct investments, assisting in obtaining foreign portfolio investor. Mutual Fund rules regulations, regulations governing Real Estate Infrastructure Trusts, Infrastructure investments trusts, Research analysts regulations, Alternate Investment Funds regulations, Periodical uploading of TDS returns, preparation and uploading of annual tax returns, filing routine reports with authorities and any other routine compliances. Preparation and filing of submissions before income-tax authorities, objections and submissions filed before dispute resolution panel, appellate documents and submissions before Commissioner (Appeals), appeal documents and submissions before the Income-tax Appellate Tribunal, application before the Authority for Advance Ruling and appeal before the Hon'ble High Court/Supreme Court Interpreting international tax treaties, income-tax laws of overseas nations, their regulatory rules. Coordinating with the department for obtaining approvals, registrations, licenses, etc. Ability to discuss complex technical issues, ask appropriate questions and gather relevant information from the client. Developing good rapport with top level, middle level of client management. Responsible for the complete execution of the assigned engagements. Updating the Partner proactively on various work related issues. Coordinating with the Partner on the planning and management of assignments. Providing timely and high-quality services and work products that exceed the clients expectations. Delegating and reviewing work of managers. Profile requirements- To qualify for the same the candidate will need: To be a Qualified Chartered Accountant with 5+ years of relevant experience (for Manager) and 7 + years for Senior Manager. Degree in law from a recognized University, Company secretary, CFA are good to have additional qualifications. To have a thorough technical knowledge of Tax, SEBI regulations, FEMA regulations Prior Experience in Big 4 working with FS clients like banks, (NBFCs), insurance/reinsurance companies, foreign portfolio investors, stock-brokers, mutual funds, asset management companies, etc. Experience in advising on tax and regulatory issues relating to the Financial Services sector with emphasis on structuring investment strategies of Private Equity Funds, Foreign Venture Capital Funds, Real Estate Funds, Foreign Institutional Investors, etc. To demonstrate excellent written and verbal communication skills To have excellent presentation and report writing skills Be strong in Team handling and Client handling skills Have the necessary soft skills to demonstrate confidence and sophistication in interacting with senior level client personnel Through knowledge of Tax laws, SEBI regulations, Double Tax Avoidance Agreements, FEMA regulations, Company Law and other laws relating to the FS space Awareness regarding all developments from tax and regulatory standpoint in FS space is expected Aware of commercial aspects of transactions in FS space

Job Description & Summary Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. Qualification: Chartered Accountant As a Manager/ Senior Manager you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The tasks, roles and responsibilities pertaining to the job role will include the following: Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds, companies, LLPs, trusts etc., Advisory and Litigation support pertaining to Income-tax laws and rules framed therein, SEBI regulations (covering broking, mutual funds, distributors, investment advisors, private equity, venture capital), Companies Act and rules framed therein, FEMA, Non-Banking Financial Companies (NBFC) regulations, Mutual Fund (MF) regulations, banking regulations, Insurance regulations, Service tax laws, rules framed therein, Handling structures / transactions involving GIFT City IFSC, Preparing application for and obtaining Foreign Investment Promotion Board (FIPB) approvals for foreign direct investments, assisting in obtaining foreign portfolio investor. Mutual Fund rules regulations, regulations governing Real Estate Infrastructure Trusts, Infrastructure investments trusts, Research analysts regulations, Alternate Investment Funds regulations, Periodical uploading of TDS returns, preparation and uploading of annual tax returns, filing routine reports with authorities and any other routine compliances. Preparation and filing of submissions before income-tax authorities, objections and submissions filed before dispute resolution panel, appellate documents and submissions before Commissioner (Appeals), appeal documents and submissions before the Income-tax Appellate Tribunal, application before the Authority for Advance Ruling and appeal before the Hon'ble High Court/Supreme Court Interpreting international tax treaties, income-tax laws of overseas nations, their regulatory rules. Coordinating with the department for obtaining approvals, registrations, licenses, etc. Ability to discuss complex technical issues, ask appropriate questions and gather relevant information from the client. Developing good rapport with top level, middle level of client management. Responsible for the complete execution of the assigned engagements. Updating the Partner proactively on various work related issues. Coordinating with the Partner on the planning and management of assignments. Providing timely and high-quality services and work products that exceed the clients expectations. Delegating and reviewing work of managers. Profile requirements- To qualify for the same the candidate will need: To be a Qualified Chartered Accountant with 5+ years of relevant experience (for Manager) and 7 + years for Senior Manager. Degree in law from a recognized University, Company secretary, CFA are good to have additional qualifications. To have a thorough technical knowledge of Tax, SEBI regulations, FEMA regulations Prior Experience in Big 4 working with FS clients like banks, (NBFCs), insurance/reinsurance companies, foreign portfolio investors, stock-brokers, mutual funds, asset management companies, etc. Experience in advising on tax and regulatory issues relating to the Financial Services sector with emphasis on structuring investment strategies of Private Equity Funds, Foreign Venture Capital Funds, Real Estate Funds, Foreign Institutional Investors, etc. To demonstrate excellent written and verbal communication skills To have excellent presentation and report writing skills Be strong in Team handling and Client handling skills Have the necessary soft skills to demonstrate confidence and sophistication in interacting with senior level client personnel Through knowledge of Tax laws, SEBI regulations, Double Tax Avoidance Agreements, FEMA regulations, Company Law and other laws relating to the FS space Awareness regarding all developments from tax and regulatory standpoint in FS space is expected Aware of commercial aspects of transactions in FS space

Looking for Candidates from Only Construction and Real Estate With 12+Years Experience Having (Income Tax, Bank Handling, Forecasting, Projections) He will heading the Accounts Department Based on the Previous Salary

We are looking for a passionate, energetic individual to join our Investment Banking division. You will be part of team working as an extension to our global clients. Role responsibilities Maintaining high quality in the below workflows by performing quality checks, providing training, mentoring and upskilling juniors: o Overseeing the request intake process, including participation in project scoping calls to improve understanding and prepare detailed project scope documents. Preparing and driving the content of client- and prospect-related materials, including pitches, proposals, client marketing materials, and other associated offering documents and analyses. Working with Investment Banking and Boutique Advisory clients on work types including but not limited to pitchbook creation, industry research, valuation, capital market products, and idea/peer/target identification Motivating and managing a team of analysts, planning workflows, and liaising with global clients to ensure that deadlines are met at the required standard. Contributing to process improvement, QC, and providing value adds to the deliverables and automation of tasks. Providing domain expertise in MA and capital raising activities. Communicating clearly and confidently with internal and external stakeholders both written and verbal. Providing strategic thought leadership through the authoring of blogs and whitepapers Preferred candidate profile 12-15 years of experience working with Investment Banks and Boutique Advisory. Experience in managing large teams. Familiarity and expertise in a specific sector will be an added advantage. Experience in complete delivery set-up, smooth roll-out of services and the implementation of best practices, feedback mechanisms, hiring and training the team. Good knowledge of the products involved in the entire value chain of Investment Banking activities, including MA and capital raising. Excellent understanding of the financial statements analysis. A master's in business administration and/or a full/ part qualification in CFA will be an added advantage. A highly analytical mind and a high level of attention to detail.

Role Overview Corporate finance involves managing a companys finances to ensure its long-term value and financial stability. It focuses on funding sources, capital structure, investment decisions, and overall financial planning to maximize shareholder value. Corporate finance professionals analyze company finances, advise on project costs, prepare financial reports, and monitor market trends to support strategic decision-making. Roles and Responsibilities: Assists in preparation of annual budgets, forecasts, and operating plans in consultation with management. Leads ROI/NPV/IRR analysis, making recommendations to management. Prepares trends in revenue, expense, capital expenditures and other related areas. Researches, analyses and synthesizes data from multiple sources into business information as directed and by self-identification of business information needs. Quarterly valuation as per regulations. Tracking competitors. Flagging of key issues key needle movers affecting distributions/shareholder return. MIS Reports. Qualifications and Work Experience: Chartered Accountant/MBA with 2-4 years of experience. Good interpersonal and communication skills. Knowledge, Skills and Competencies: Strong understanding of financial principles, investment analysis, and capital structuring. Skilled in financial modelling, budgeting, forecasting, and valuation techniques. Proficient in using tools like Excel and financial software for decision-making. Competent in risk assessment, strategic planning, and stakeholder communication.

About The Role Job role "Very good understanding of Investors universe on the Non-Bank , Non-MFs market. "Should have ability to assess deals opportunities across situations depending upon Investor appetite balance sheet refinancing to realign capital structure, LAS, acquisitions financing, etc. "Providing feedback and comments post doing an initial investor check for structuring deals to enable suitable placement. "Maintaining relationship with Investors with continuous engagement and getting feedback on transactions being done by various Investors to know the competition landscape. "Continuous engagement with internal relationship and coverage teams "Working with origination team and prospective investors for placement and syndication. "Execution of the finalised deals "Involving coordination with counterparties Issuer, Investor, Legal Counsels, Rating Agency, Trustee, etc "Coordinate the entire deal closure along with support from the origination teamJob Requirements "Qualifications MBA (from top tier institutions); CA (rankers / first attempt) "Incumbent should have had experience and relationships with Investors (NBFC, HY funds, AIF etc) with reputed DCM team, boutique investment banks, NBFCs, Banks. "Should have excellent sectorial exposure in NBFC, HY space Eligibility " Experience profile of at least 6-8 years

KEY DELIVERABLES This job opening is for a listed company (Jagsonpal Finance & Leasing Limited) with the same promoter as Nivi Capital. We are seeking a seasoned and highly skilled Chief Financial Officer (CFO) with 15-20 years of experience to lead the financial operations at our company. The ideal candidate will have a proven track record of managing financial strategy, risk management, regulatory compliance, and capital management for organizations, with specific expertise in the financial services sector. Role and Responsibilities: Key responsibilities will include: Strategic Financial Leadership: Provide strategic leadership in financial planning, forecasting, and budgeting. Develop long-term financial strategies aligned with corporate goals and ensure the company's financial strength. Partner with the CEO, Board of Directors, and executive leadership on financial and business strategies. Financial Management & Reporting: Oversee the preparation and analysis of financial reports, including income statements, balance sheets, and cash flow statements. Ensure compliance with financial reporting requirements, such as IFRS and applicable accounting standards. Provide timely, accurate, and insightful financial data and reports to the board, investors, and regulators. Capital Structure & Fundraising: Manage capital structure decisions, including debt and equity financing. Lead fundraising efforts, working closely with investors, financial institutions, and regulatory bodies. Oversee the management of working capital, liquidity, and cash flow to support the company's growth and operational needs. Regulatory Compliance & Risk Management: Ensure compliance with RBI guidelines, SEBI regulations, and all statutory financial requirements. Develop and implement financial risk management strategies, including credit, liquidity, market, and operational risks. Liaise with regulators, auditors, and government authorities to maintain compliance with regulatory frameworks. Investor Relations: Act as the primary contact for investors and analysts, ensuring transparent communication on the company's financial performance and growth prospects. Lead quarterly earnings calls, investor presentations, and annual general meetings. Financial Control & Audit: Develop and maintain internal financial controls, processes, and policies to safeguard company assets. Oversee internal and external audits, ensuring adherence to statutory regulations and best practices. Ensure timely closure of accounts and financial audits, ensuring accurate and compliant filings with stock exchanges and regulators. Mergers & Acquisitions: Lead the financial evaluation of mergers, acquisitions, joint ventures, and other business development activities. Collaborate with legal and operations teams to conduct due diligence and negotiate financial terms. Team Leadership & Development: Build, mentor, and lead a high-performing finance team, including accounting, treasury, and tax professionals. Foster a culture of continuous improvement and high ethical standards within the finance department. Qualifications and Skills: Education: Chartered Accountant (CA). Experience: 15-20 years of experience in finance leadership roles, with at least 5 years in a CFO or equivalent capacity or worked closely with a CFO, handling most of the key process in an NBFC/Financial Services/Banking is mandatory. Experience with listed companies is essential. Regulatory Knowledge: Deep understanding of RBI regulations, SEBI guidelines, tax laws, and statutory compliance for NBFC/Financial Services/Banking. Financial Acumen : Strong expertise in financial planning, analysis, capital markets, fundraising, and regulatory reporting. Leadership : Proven ability to lead and manage large finance teams with excellent interpersonal and communication skills. Investor Relations : Experience in handling investors and analysts, with a demonstrated ability to build strong relationships with stakeholders. Strategic Thinker: Ability to translate complex financial data into actionable business strategies. Benefits: Competitive salary. Leadership position in a dynamic, fast-growing NBFC. Opportunities for professional growth and leadership development. COMPETENCIES REQUIRED: Interpersonal & Negotiation skills Leadership with strong decision-making ability Analytical Ability

work: Lead fund, manage funds & oversee business finances Develop strategies, analyze data & value companies Contribute to capital structuring & management initiatives Fundraising expertise with Leadership skills Equity-based job only (6 months) Annual bonus Health insurance Provident fund

work- Oversee fund performance Manage capital structure & asset finance Ensure compliance, regulatory standards Business growth through partnerships leadership initiatives and team Good Representation skills Fundraising and valuation Expert only Annual bonus Health insurance Provident fund

Role & responsibilities M&A Strategy & Execution: Evaluate and execute potential M&A and divestiture opportunities, including deal sourcing, industry analysis, and strategic fit assessment. 2. Stakeholder Engagement : Collaborate with investment bankers, consultants, and advisors to assess opportunities and structure deals. 3. Due Diligence & Financial Analysis : Oversee and coordinate due diligence activities, review financial statements, and build valuation and financial models. 4. Transaction Management : Manage the entire deal lifecycle from initiation to financial planning, scoping, legal and regulatory coordination, to deal closure. 5. Integration : Define and monitor post-merger integration plans to ensure alignment with business objectives. 6. Capital Raising & Investor Relations : Support capital-raising discussions and investor communication activities including reports and presentations. 7. Strategic Research & Risk Assessment : Conduct market research, competitor benchmarking, and risk assessments to aid strategic decision-making. 8. Ad-hoc Strategic Projects : Support senior leadership on high-impact strategic projects across geographies and verticals. Preferred candidate profile 1. CA/MBA is preferred. 2. Minimum 2+ years of experience in a similar role in corporate strategy, investment banking, or corporate M&A. 3. Proven ability to lead multi-country M&A deals and engage with external advisors. 4. Experience in fast-paced, dynamic, and cross-functional business environments. 5. Strong exposure to financial modelling, valuation, and transaction execution.

Spearheaded the fund-raising efforts, good relationship with global/domestic/Banks, FIIs & Investors. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth & Cash Flows. Required Candidate profile Hands on experience in raising debt from banks/FII/FI, through Private Placement & Public Issue of NCDs. Managerial & Leadership skills, networking & negotiation skills