Role & responsibilities

Execution ownership:
- Run the transaction queue. Own the master schedule across all active mandates milestones, deadlines, dependencies, and capacity and report status to United States partners on a fixed weekly cadence.
- Convert mandates into launch plans. Translate each signed engagement into a work plan with named owners, deliverable dates, and service-level standards within five business days of signing.
- Protect quality. Enforce second-person review on every suitor universe, financial schedule, teaser, information memorandum, and outbound campaign before it reaches a partner or leaves the firm.
- Escalate early. Identify slippage, data inconsistencies, and process risk before a partner discovers them. Bring the issue, the root cause, and a recommendation together

Team leadership:
- Lead the junior team. Day-to-day management of the analysts and associates assignment, workload balance, utilisation, coaching, performance standards, and career development.
- Hire and train. Partner with the local country head on recruitment, practical assessments,



onboarding, and technical training. Build the bench before capacity becomes the constraint.
- Raise technical standards. Teach financial statement analysis, adjusted EBITDA construction, suitor screening logic, and written communication to a standard our partners can put in front of shareholders and acquirers without rework.

Systems, data, and process:
- Own the CRM as the single source of truth. Pipeline hygiene, task routing, permissions, dashboards, and reporting accuracy.
- Build the process library. Standard operating procedures, checklists, and templates covering the full transaction lifecycle, written so a current hire can execute without relying on tribal knowledge.
- Apply automation and AI with judgement. Identify where technology removes manual effort and where human review remains mandatory. We do not automate a process before it is understood, simplified, and owned.
- Measure what m

📌 M&A Transaction Manager (India)
🏢 Sunfield Advisors
📍 India