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
• 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 Senior Associate/Vice President is expected to be professional, self-motivated, proactive, result-oriented 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
• 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 co-ordinate with clients and follow ups including information requests)
• Ability to understand key Strategy outlook and
• 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
• 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 Senior Associate/Vice President is expected to be professional, self-motivated, proactive, result-oriented 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
• 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 co-ordinate with clients and follow ups including information requests)
• Ability to understand key Strategy outlook and
💡 Quick Summary
Seeking a career-building opportunity? The Senior Associate|Vice President | Investment Banking 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.
