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17/01 Rajesh Pawar
Executive Director at Career Management Services

Views:3167 Applications:288 Rec. Actions:Recruiter Actions:64

Associate - Research & Financial Analysis - Investment Banking (2-3 yrs)

Mumbai Job Code: 532015

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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