Qualification :
CA / CFA (with Articleship experience from Big 4 accounting firms)
Desired Skills :
Research and Prospecting :
1. Monitor industry M&A development as assess implications for Singhi Advisors
2. Work with senior team member / SBU to identify and evaluate potential acquisition and investment opportunities
3. Researches and approaches merger and acquisition targets through multiple channels inclusive of internet prospecting, employee referral, networking, database searches, internet ads etc.
4. Conduct preparation and review of material used in the financing of clients, including of investment memoranda, management presentations and pitchbooks.
5. Create presentations for clients' portfolios and ensure monthly Execute industry analysis of prospects by gathering information about growth, competitors and market share possibilities
2. Responsible and coordinate for due diligence, analysis and documentation of live transactions
3. Responsible for submitting reports of analysis of company fundamental and financial statements
4. Initiates the tracking of key metrics and support overall project management of M&A transaction, including facilitation of cross functional teams for purpose of due diligence, valuation, negotiations and internal approval
5. Assist with the preparation and presentation of materials supporting M&A strategy
(ref : iimjobs.com)
Investment Advisor • Mumbai, India