Key Responsibilities : -
- Supporting our clients on multiple industries including Consumer, IT / BPO, Telecom, Real Estate, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, Services
- Preparing pitch books, Information memorandum (IMs), industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries
- Preparing financial analysis including trading / transaction comparable, operational / financial benchmarking, valuation analysis, etc.
- Creating financial models that capture the future operating, investing and financing activities, and helps clients determine future profitability, financial position, and risk
- Track and analyze financial and operational performance of portfolio companies and develop dashboards and reports to monitor KPIs and trends
- Assist in evaluating new investment opportunities, prepare investment memorandam and support on ssexit planning and execution
- Meeting project timelines and quality of deliverables in a manner to ensure 'high client satisfaction'
- Conducting quality control check of the outgoing reports / packs
- Experience managing a team of junior team members
- Engaging client independently on calls and e-mails
- Other responsibilities include :
- Responsible for guiding and training the team members
- Scoping the new projects, structuring deliverables / new research products
- Producing high quality informative and visually appealing presentations and deck
- Demonstrating strength and experience in client / requester relationship building and management, information / knowledge needs assessment
Key Competencies
MBA / CFA / CA7+ years of experience in the Investment banking spaceExperience of working Investment banking projects, including :Pitch book / IM support and company profilesMacro-economic and industry overviews with experience working across various industriesDetailed financial analysisFinancial Modelling, portfolio analysisBespoke qualitative researchTarget identification, Trading and Transaction compsBenchmarking, Ratio analysisShould have experience in managing teamAbility to lead, train and guide other members in the teamShould be able to work independently, with minimal guidance and supportPrior experience in handling clients directly through calls / mailsExcellent written and spoken communication skillsShould be well versed with MS Office suite specially Microsoft Excel, Word, and Power PointWorking knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc.Skills Required
Benchmarking, Ratio Analysis, Financial Analysis, Financial Modelling, Portfolio Analysis