Job Description Associate - Diligence and Transaction Advisory
Key Responsibilities
Commercial Due Diligence (CDD)
Execute market sizing and market share analysis with bottom-up and top-down validation
High-level size and validate value creation levers
Assess competitive landscape, positioning, and barriers to entry
Validate business model assumptions, and revenue growth drivers
Analyze customer concentration, contract terms, and customer satisfaction risks
Synthesize findings into concise CDD outputs with clear identification and implications of operational and commercial risks, improvement opportunities and value creation levers
Vendor Due Diligence (VDD)
Describe asset and current market positioning, landscape, sources of competitive differentiation etc.
Develop compelling evidence-based equity story that future investors can underwrite
Synthesize findings into comprehensive VDD reports with clear identification and implications of risks, opportunities, and value drivers
Collaborate with management to ensure accuracy and consistency across materials
Portfolio value creation
Conduct baseline assessments across SWF, PE and HoldCo portfolio companies to identify efficiency gaps, redundancies, and operational leverage opportunities
Benchmark peers and industry best practice : cost structure, supply chain dynamics, capital efficiency
Develop value creation plans with specific initiatives, and quantified financial targets (revenue uplift, cost reduction, EBITDA bridge)
Build transformation roadmap prioritizing initiatives by impact, implementation, complexity and resource requirements
Work alongside portfolio company management teams to implement operational improvements; provide coaching on change management and execution discipline
Experience
4-6+ years of progressive experience in one or more of the following :
Private equity (MBB transactions / VDD teams, portfolio operations, or investment teams)
Top-tier management consulting
Due Diligence Expertise
Demonstrated experience conducting or supporting VDD (financial, operational, or strategic workstreams)
Proven capability in CDD including market sizing, competitive analysis, and business validation
Experience preparing comprehensive due diligence reports with findings, risks, and recommendations
Ability to assess business quality, market dynamics, operational efficiency, and commercial viability
Strong critical thinking and ability to identify risks, opportunities, and value drivers
If you think you're the right fit, we would love to hear from you
Transaction Advisory • Mumbai, Maharashtra, India