Hi All, Role- Senior Associate/ AVP. Location- Pune, Chennai, Hyderabad, Noida, Chandigarh, Mumbai. Experience 1. 8+ years of overall experience. 2. At least 3 years of experience in Investment banking analyst/senior analyst role. 3. Must have experience of preparing financial models independently. 4. Must have experience of client coordination. 5. Must have very good knowledge of Investment banking products viz. Corporate Finance, Private Equity. 6. Must have Investor Co-ordination experience. Responsibilities 1. Deal Execution 1. Be part of Transaction Execution team 2. Prepare financial models for each deal 3. Lead preparation of Financial models, Pitch books & Investment Memorandums 4. Prepare financial analysis including trading / transaction comparable, financial benchmarking etc. 2. Client Coordination 1. List all the information and documents needed from client based on investors requirement 2. Lead client coordination for receiving the said documents and information 3. Demonstrate strength and experience in client requester relationship while gathering information / knowledge from client 3. Banker’s / Investor Coordination 1. Regular banker / investor co-ordination to understand and discuss initial queries viz-a-viz client queries 2. Provide all required documents / information on time as per required quality 3. Coordinate meetings if needed 4. Handholding the Due Diligence and Information process with Big4, Legal, Valuation, Investors team 4. Quality & Timelines Management 1. Review and verify the documents prepared by Analysts and ensure quality of outgoing documents 2. Ensure project timelines are met 5. Team Supervision 1. Guide team members in pitch book preparation / IM preparation etc. 2. Resolve queries of team while preparing documents 6. Support Business development team / leaders Support BD leads/ team in providing any research paper / industry information etc. Qualifications MBA or CFA or CA Industry Exposur e Investment Banking or Investment Advisory experience is must Show more Show less
As a Senior Associate/AVP in Investment Banking, you will be responsible for leading deal execution and client coordination across various locations including Pune, Chennai, Hyderabad, Noida, Chandigarh, and Mumbai. With a minimum of 8 years of overall experience and at least 3 years in an investment banking analyst/senior analyst role, you will independently prepare financial models and demonstrate expertise in corporate finance and private equity. Your key responsibilities will include being part of the transaction execution team, leading the preparation of financial models, pitch books, and investment memorandums, and conducting financial analysis such as trading/transaction comparables and financial benchmarking. You will also be tasked with client coordination, listing required information and documents based on investor requirements, and fostering strong client relationships. Additionally, you will collaborate with bankers and investors to address queries, provide necessary information, and facilitate meetings as required. Quality and timelines management will be crucial, including overseeing document quality, ensuring project timelines are met, and supervising team members in pitch book and IM preparation. Supporting the business development team/leaders by providing research papers and industry information will also be part of your role. To excel in this position, you should hold an MBA, CFA, or CA qualification and have exposure to the investment banking or investment advisory industry. Your experience in investor coordination and knowledge of investment banking products will be essential in delivering successful outcomes for clients and stakeholders.,