Sr. Assistant Manager- (Investment Banking)

Company Description

KEY RESPONSIBILITIESDeal Origination and Business Development

• Identify, evaluate, and pursue new investment banking opportunities across sectors.
• Build and maintain relationships with corporates, private equity firms, institutional investors, and startups.
• Prepare client pitches and presentations to secure mandates for fundraising, M&A, or IPO advisor

Transaction Execution

• Lead and manage end-to-end execution of equity/debt fundraising, M&A, IPOs, buybacks, open offers, and other merchant banking assignments.
• Coordinate due diligence, valuations, negotiations, and documentation processes.
• Liaise with legal advisors, auditors, rating agencies, and other intermediaries to ensure smooth transaction closure.

Financial Modelling & Analysis

• Develop detailed financial models including valuation (DCF, comparable companies, precedent transactions, etc.).
• Conduct industry and company-specific research to support deal analysis.
• Analyse financial statements to assess company performance and identify red flags.

Regulatory & Compliance Coordination

• Ensure all transactions comply with SEBI, RBI, ROC, and other applicable regulatory frameworks.
• Manage filings and submissions under SEBI (ICDR), SEBI (LODR), SEBI (SAST), and Companies Act, as required.
• Act as a point of contact with regulators during approvals and observations.

Client Relationship Management

• Act as a strategic advisor to clients throughout the deal lifecycle.
• Provide clients with timely market insights, regulatory updates, and investment opportunities.
• Ensure post-transaction client satisfaction and identify scope for future business references.

Team Leadership & Mentoring (for Senior Manager)

• Supervise junior team members and analysts during transaction execution.
• Provide guidance and training on financial modeling, pitch creation, and industry practices.
• Lead internal knowledge-sharing and process improvement initiatives.

Market Intelligence & Strategy

• Monitor capital markets, sectoral trends, and macroeconomic developments.
• Prepare periodic internal reports and strategic inputs for senior management.
• Explore innovative financing instruments or structures suitable for clients evolving needs.

BASIC QUALIFICATIONS

• CA or equivalent post-graduate qualification.
• Certifications like NISM, financial modelling or similar will be an added advantage.
• Strong experience in IB & MB service of 3-5 years with required tools.

MUST-HAVE QUALIFICATIONS

• Experience in investment banking & merchant banking services.
• Excellent team leadership, communication, interpersonal and decision-making skills.
• Experience handling multi-location teams across Tier I, II & III cities.
• Strong understanding of SEBI regulations, Exchange guidelines, and compliance frameworks.

BASIC QUALIFICATIONS

• CA or equivalent post-graduate qualification.
• Certifications like NISM, financial modelling or similar will be an added advantage.
• Strong experience in IB & MB service of 3-5 years with required tools.