Chartered Investment Manager Jobs in Indiana (NOW HIRING)

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.

Deloitte's M&A Services is the recognized marketplace leader among large professional services firms in providing merger, acquisition, and divestiture services to corporate strategic buyers and private equity investors  And succeeding in today's private equity market takes more than sharp insights-it takes a trusted partner who can translate those insights into clear decisions and measurable action. Be that trusted partner and apply to this Senior Manager role today!

Work you'll Do
As a Senior Manager in M&A Financial Due Diligence (FDD), you will be responsible for:
Advising on technical accounting matters related to transactions, including business combinations, consolidations, share-based compensation, revenue recognition, leases, intangible assets, and financial instruments.
Identifying and evaluating business, industry, financial, accounting, and tax risks associated with transactions and assessing their potential implications
Providing insights on historical and projected earnings, cash flows, contingencies, commitments, exposures, asset quality, and internal control structures
Reviewing financial models and transaction documents, including stock purchase agreements, merger agreements, bank finance agreements, and public debt offering documents
Supporting transaction execution through purchase price adjustment mechanisms, deal structuring considerations, integration planning, divestiture planning, and post-transaction transition activities

A successful candidate would possess these skills:
Ability to work independently and collaborate as part of a team
Effective written and verbal communication skills
Meticulous attention to detail and quality of work product
Ability to build and sustain professional relationships
Ability to lead projects or workstreams
Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
Strong interpersonal skills and professional demeanor
Ability to meet deadlines
Ability to mentor and provide clear guidance to others

The team

Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth, investment and divestiture scenarios. Our services encompass M&A strategy and transaction diligence, integration, separation planning and execution, transaction structuring and financing, and portfolio value creation support.

M&A advises Private Equity clients across inorganic growth/divestiture scenarios through M&A strategy, diligence, integration/separation planning and execution, financial and modeling services, and transaction financing.  As a global leader in providing consulting services to the Private Equity ecosystem, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology including AI, and the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.  The FDD specific team delivers clear, actionable insights that support transaction decisions, identify risks and opportunities, and help clients create value across the deal lifecycle. The team looks beyond the numbers to provide advice that drives informed action, faster decisions, and stronger outcomes in a fast-moving market.

Qualifications

Required:
Bachelor's degree
8+ years of experience applying United States Generally Accepted Accounting Principles (GAAP)
8+ years of experience in investment management within industry or in a consulting environment serving investment management clients
Experience advising on technical accounting matters related to mergers and acquisitions (M&A)
Experience reviewing financial models and transaction documents, including stock purchase agreements, merger agreements, bank finance agreements, or debt offering documents
Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
Limited immigration sponsorship may be available.

Preferred:
Certified Public Accountant (CPA) or Chartered Accountant (CA)
Master's degree in finance, accounting, or business administration
Experience in audit at a large public accounting firm

While we are hiring for all industries, we have a specific focus on candidates with infrastructure experience, including any of and not limited to the following: power and utilities, renewable energy, digital infrastructure, telecom, transportation and logistics

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.  The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.  At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.  A reasonable estimate of the current range is $171,600 to $338,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.

Deloitte's M&A Services is the recognized marketplace leader among large professional services firms in providing merger, acquisition, and divestiture services to corporate strategic buyers and private equity investors  And succeeding in today's private equity market takes more than sharp insights-it takes a trusted partner who can translate those insights into clear decisions and measurable action. Be that trusted partner and apply to this Senior Manager role today!

Work you'll Do
As a Senior Manager in M&A Financial Due Diligence (FDD), you will be responsible for:
Advising on technical accounting matters related to transactions, including business combinations, consolidations, share-based compensation, revenue recognition, leases, intangible assets, and financial instruments.
Identifying and evaluating business, industry, financial, accounting, and tax risks associated with transactions and assessing their potential implications
Providing insights on historical and projected earnings, cash flows, contingencies, commitments, exposures, asset quality, and internal control structures
Reviewing financial models and transaction documents, including stock purchase agreements, merger agreements, bank finance agreements, and public debt offering documents
Supporting transaction execution through purchase price adjustment mechanisms, deal structuring considerations, integration planning, divestiture planning, and post-transaction transition activities

A successful candidate would possess these skills:
Ability to work independently and collaborate as part of a team
Effective written and verbal communication skills
Meticulous attention to detail and quality of work product
Ability to build and sustain professional relationships
Ability to lead projects or workstreams
Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
Strong interpersonal skills and professional demeanor
Ability to meet deadlines
Ability to mentor and provide clear guidance to others

The team

Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth, investment and divestiture scenarios. Our services encompass M&A strategy and transaction diligence, integration, separation planning and execution, transaction structuring and financing, and portfolio value creation support.

M&A advises Private Equity clients across inorganic growth/divestiture scenarios through M&A strategy, diligence, integration/separation planning and execution, financial and modeling services, and transaction financing.  As a global leader in providing consulting services to the Private Equity ecosystem, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology including AI, and the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.  The FDD specific team delivers clear, actionable insights that support transaction decisions, identify risks and opportunities, and help clients create value across the deal lifecycle. The team looks beyond the numbers to provide advice that drives informed action, faster decisions, and stronger outcomes in a fast-moving market.

Qualifications

Required:
Bachelor's degree
8+ years of experience applying United States Generally Accepted Accounting Principles (GAAP)
8+ years of experience in investment management within industry or in a consulting environment serving investment management clients
Experience advising on technical accounting matters related to mergers and acquisitions (M&A)
Experience reviewing financial models and transaction documents, including stock purchase agreements, merger agreements, bank finance agreements, or debt offering documents
Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
Limited immigration sponsorship may be available.

Preferred:
Certified Public Accountant (CPA) or Chartered Accountant (CA)
Master's degree in finance, accounting, or business administration
Experience in audit at a large public accounting firm

While we are hiring for all industries, we have a specific focus on candidates with infrastructure experience, including any of and not limited to the following: power and utilities, renewable energy, digital infrastructure, telecom, transportation and logistics

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.  The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.  At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.  A reasonable estimate of the current range is $171,600 to $338,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.