Merger and Aquisition Head for a leading Wealth Management Company

apartment********** placeSūrat calendar_month 

Job Description

Job Description: Merger & Acquisition Head

Job Summary

We are seeking a dynamic and motivated individual with a solid background in finance to head

our Merger & Acquisition (M&A) team. The ideal candidate must have hands-on experience in

M&A, financial analysis, and strategic business planning. The candidate will be responsible for

identifying, analyzing, negotiating, and executing mergers, acquisitions, and divestiture

opportunities, aligning with the organization's growth strategy.

Job Duties and Deliverables include, but are not limited to

Lead M&A transactions from start to finish, including sourcing, evaluating, and closing

deals.

Perform financial analysis, due diligence, and valuation.

Work with internal teams (legal, tax, finance) and external advisors to ensure smooth

processes.

Identify acquisition targets based on strategic fit and financial performance.

Create M&A proposals and reports for board approval.

Manage post-merger integration of business operations and systems.

Stay updated on industry trends and competitor activity to guide M&A strategy.

Ensure all legal and regulatory requirements are met during transactions.

Minimum Requirements

Must hold a Chartered Accountancy (CA) or Chartered Financial Analyst (CFA) certification

mandatorily.
  1. 3 years of experience in M&A, corporate finance, investment banking, or a related field.

Preferred Skills

Experience in the same or related industry.

Strong leadership and project management skills.

Ability to manage multiple projects and work under pressure in a fast-paced environment.

Deep understanding of market trends, financial markets, and economic indicators.

Exceptional written and verbal communication skills.

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