Senior Analyst (for HNI & Family office)

Job Title:

Location:

Job Responsibilities

1. Research & Market Analysis

• Analyze transactions across various geographies and asset classes, delivering insights into regional market dynamics and potential growth areas
• Conduct in-depth secondary research as part of transaction advisory assignments, including market sizing, competitor benchmarking, and economic trend analysis.
• Develop a comprehensive understanding of the business marketplace, identifying client trends, competitive landscapes, and emerging opportunities.

2. Transaction Management & Client Advisory

• Follow up with clients to gather necessary documentation and data, ensuring timely and accurate collection of information needed for transaction structuring
• Analyse client-provided information, including financials, project details, and business plans, to determine the most effective transaction structure and identify optimal financing solutions
• Collaborate in structuring complex financial transactions, supporting the development and evaluation of strategic initiatives for client companies and new investments.
• Assist in creating tailored business strategies for key clients, leveraging market insights and financial analysis to align with their growth objectives.
• Prepare high-quality information dockets, including Information Memorandums and Financial Models, that clearly articulate transaction highlights and financial projections.
• Support legal, technical and fiscal due diligence efforts by coordinating with teams, reviewing documents, and managing transaction timelines.

3. Investor Relations & Networking

• Develop and maintain strong relationships with key investors, including Banks, NBFCs (Non-Banking Financial Companies), PE (Private Equity) funds, and AIFs (Alternative Investment Funds), to support current and future transactions.
• Facilitate ongoing communication and provide transaction updates with all clients, ensuring transparency and alignment with their investment objectives.
• Participate in meetings and build ongoing relationships with investors to understand their investment criteria and enhance deal flow opportunities for the firm.

4. Strategic Presentations & Reporting

• Maintain Management Information System (MIS) reports to track transaction statuses, client interactions, and project milestones, ensuring real-time visibility and accurate reporting.

Qualifications and Skills

• Educational Background

  : CA.

• Analytical Skills

  : Strong quantitative abilities with experience in financial modeling, valuation, and data analysis.

• Geographic Understanding

  : Advantageous to have knowledge of various geographies across India, given the wide reach of our transactions with top developers.

• Relationship-Building Skills

  : Effective interpersonal skills to foster relationships with key investors and stakeholders.

• Attention to Detail

  : High accuracy in preparing financial models, reports, and presentations.

• Time Management

  : Ability to manage multiple projects and meet tight deadlines in a fast-paced, dynamic environment.

Why Join Us?

• Work alongside industry experts in a leading investment banking and consulting firm.
• Gain exposure to a wide range of real estate and capital market transactions across India.
• Develop deep expertise in structuring and managing complex financial transactions.
• Opportunity to build a strong network with NBFCs, PE funds, AIFs, and other key players in the investment ecosystem.
• Grow within a team that values continuous learning, innovation, and a commitment to client success.

Preferably a Chartered Accountant having experience working with HNI clients and Family Office.

Real Estate experience is mandatory.

Perks and benefits best in the industry

careers@evervantage.in