Executive Director at Career Management Services
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Associate - Research & Financial Analysis - Investment Banking (2-3 yrs)
An Investment Banking firm with operations across India and Southeast Asia.
Qualifications - MBA / CFA/ CA
Reporting to - AVP / VP / Director
Industry Specific :
- Preparing market and industry research reports highlighting key issues, trends and outlook as advised by the senior team
- Undertake research on special projects or sector to identify business opportunities including Potential Clients for the various products
- Track identified companies/sectors on a regular basis for key events and announcements
- Prepare and circulate newsletters/reports relating to the research on a monthly basis
- Provide the industry related inputs for the creation of transaction materials
- Conduct detailed industry analysis and develop firm Industry knowledge of one or more sectors
Transaction Execution: Provide execution support to the senior team
- Assist in the preparation of company valuations, financial models, company marketing documents and client presentations
Research background material and provide inputs for the preparation of key transaction documents:
- Client profiles
- Information Memorandums, Pitch Books and Teaser documents.
- Management presentations
- Work with the senior team on the financial model and analysis including:
- DCF analysis
- Valuation of companies based on comparable company analysis
- Precedent transaction analysis
Develop analytical documentation to support deal process :
- Create financial models using excel and other financial tools
- Perform financial analysis like DCF, Proforma earnings, accretion/dilution, sum of the parts, etc
- Conduct comparable company analysis, precedent transaction analysis and trading multiples etc
- Perform client due diligence
Manage client engagement through :
- Maintain client relationships by managing day to day inquires & obtaining appropriate information to execute assignments
- Coordinate between the different levels of the company and with external parties to complete the transaction
Administrative: Provide administrative support to the deal team
- Responsible for all client files - hard copy and soft versions to be maintained and kept up to date and backed up on the server.
- Ensure that deal critical documents like NDAs, Mandate letter etc. are stored correctly in hard and softcopy and backed up on server
- Set up and send out meeting and conference call requests
- Ensure that the closed deal process is followed (necessary client communication, preparation of tombstones, website updation, preparation of case study etc.)
- Document archiving, filing and appropriate destruction
- Creating and updating company databases in a timely manner
- Assisting the senior team in drafting client engagement letters
Rajesh Pawar | Executive Director | Career Management Services (CMS)
Call Me On : +91. 0.922 340 6463 | 91.0.808 783 2525
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