Job Description
Job Description:The Senior Associate/Vice President level is a critical member of a deal team, its customers and partners.
The successful candidate will be able to have the following skill sets in order to be able to contribute to the job:
• Ability to project manage a deal independently is the key role.
• Oversight and ability to provide detailed valuation analysis including Discounted Cash Flows, Relative Valuations, asset valuations, Comparable comps, Transaction Multiple.
• Prepare Pitch-Books for client meetings and assist senior team on client coverage initiatives - Ability to understand different sectors thru research
• Preparing presentation materials (including Information Memorandums) for use in transactions or strategic client dialogue.
• Prepare financial models and perform financial analysis of companies relatively quickly.
• Conduct industry and product research 7. Monitoring the industry for current events, valuations and important financial information including those that affect clients
• Executing end-to-end client transactions: Support project coordination, including client communication, coordination of advisory team externally
Qualifications:
• The ideal candidate genuinely enjoys interacting with others. The Deal/Business Analyst/Associate is expected to be professional, selfmotivated, proactive, resultoriented and able to define and provide high quality financial models and information memorandum's/presentations to ensure a high level of customer satisfaction.
• Post qualification in CFA or CA or MBA Candidates should have 06 years of work experience; preferably candidates who have had prior experience in an investment banking environment
• Post qualification in CFA or CA or MBA Candidates should have 06 years of work experience; preferably candidates who have had prior experience in an investment banking environment
• Analytical skills: Employees must have strong analytical, numerical, and spreadsheet skills.
• Strong Expertise in Excel modelling skills (e.g. dynamic financial models with sensitivities) , Power point (e.g. ability to prepare world class presentations) and Word (e.g. strong communication skills)
• Team player: Individuals must possess excellent team leadership and teamwork skills.
• Interpersonal skills: Candidates must have excellent communication and interpersonal skills (e.g. Strong written and oral communication skills with proven ability to initiate and manage relationships via phone/emails and Ability to coordinate with clients and follow ups including information requests)
• Ability to understand key Strategy outlook and drivers in different sectors and thereby position a client
• Ability to understand regulatory issues on a deal
• Project Management of a deal and tracking of key activities that may be required on a timely basis
• Ability to Coordinate with other advisors on a deal such as legal advisors, tax and financial due diligence advisors
CTC offered: Industry norms
Location:
Worli, Mumbai
Mode of work: Work from Office – Open to be hybrid
The successful candidate will be able to have the following skill sets in order to be able to contribute to the job:
• Ability to project manage a deal independently is the key role.
• Oversight and ability to provide detailed valuation analysis including Discounted Cash Flows, Relative Valuations, asset valuations, Comparable comps, Transaction Multiple.
• Prepare Pitch-Books for client meetings and assist senior team on client coverage initiatives - Ability to understand different sectors thru research
• Preparing presentation materials (including Information Memorandums) for use in transactions or strategic client dialogue.
• Prepare financial models and perform financial analysis of companies relatively quickly.
• Conduct industry and product research 7. Monitoring the industry for current events, valuations and important financial information including those that affect clients
• Executing end-to-end client transactions: Support project coordination, including client communication, coordination of advisory team externally
Qualifications:
• The ideal candidate genuinely enjoys interacting with others. The Deal/Business Analyst/Associate is expected to be professional, selfmotivated, proactive, resultoriented and able to define and provide high quality financial models and information memorandum's/presentations to ensure a high level of customer satisfaction.
• Post qualification in CFA or CA or MBA Candidates should have 06 years of work experience; preferably candidates who have had prior experience in an investment banking environment
• Post qualification in CFA or CA or MBA Candidates should have 06 years of work experience; preferably candidates who have had prior experience in an investment banking environment
• Analytical skills: Employees must have strong analytical, numerical, and spreadsheet skills.
• Strong Expertise in Excel modelling skills (e.g. dynamic financial models with sensitivities) , Power point (e.g. ability to prepare world class presentations) and Word (e.g. strong communication skills)
• Team player: Individuals must possess excellent team leadership and teamwork skills.
• Interpersonal skills: Candidates must have excellent communication and interpersonal skills (e.g. Strong written and oral communication skills with proven ability to initiate and manage relationships via phone/emails and Ability to coordinate with clients and follow ups including information requests)
• Ability to understand key Strategy outlook and drivers in different sectors and thereby position a client
• Ability to understand regulatory issues on a deal
• Project Management of a deal and tracking of key activities that may be required on a timely basis
• Ability to Coordinate with other advisors on a deal such as legal advisors, tax and financial due diligence advisors
CTC offered: Industry norms
Location:
Worli, Mumbai
Mode of work: Work from Office – Open to be hybrid
💡 Quick Summary
Seeking a career-building opportunity? The Requirement for CAs|MBAs|CFA for Investment Banking role in position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
