Role Overview:

The Associate role at Aurum Equity Partners LLP is for candidates with prior total experience of minimum 3 years with at least 2 years in Investment Banking, Private Equity, or Corporate M&A along with a Chartered Accountancy, CFA Level 2, or post-graduate (MBA or equivalent) education from IIMs, IITs, or reputed Tier 1 B-Schools or Engineering Schools.

An Associate is expected to play a key role in supporting transaction teams from collateral preparation to transaction closure in his or her assigned vertical.

Key Responsibilities:

- Mentor or manage Analysts in preparation of client pitches, industry analysis, transaction collaterals like teasers, information memorandum, and financial models while interacting with clients.

- Preparation of presentations comprising of pitch books, deal books, and reports.

- Preparation of information memorandums, financial models, and valuations.

- Conducting industry research.

- Marketing of the deal or opportunity to potential investors by leading the discussion in investor meetings, calls, or road-shows with clients.

- Coordinate the due-diligence process and resolve issues or concerns while liaising with third-party vendors like accounting firms or legal firms.

- Participating in Deal Execution Process.

- Actively support Vice Presidents, Directors, or Managing Directors in term-sheet preparation and definitive documentation.

Required Skills and Attributes:

- Track record of outstanding academic success.

- Minimum 2 years of work-experience in IBD, PE, or Corporate M&A.

- Expert understanding of finance, accounting, financial modelling, and valuation methodologies.

- Strong team player with an ability to build sector expertise in his or her vertical.

- Ability to multi-task and prioritize tasks appropriately.

- A high degree of initiative, motivation, and attention to detail.

- Expert working knowledge of Excel, Word, and PowerPoint.

- Knowledge of or hands-on experience with AI tools (Claude, ChatGPT, Perplexity, etc.) for investment banking.

- Ability to manage subordinates and work with senior professionals or good inter-personal skills.

- Hardworking and analytical mindset.

Work Details:

An Associate will be a key part of transaction teams that work on M&A or PE mandates from transaction pitching to closure in his or her vertical and act as a bridge between the senior team members (Managing Directors, Directors, Vice Presidents), peers (Associates), and subordinates (Analysts) while playing a key role in executing the entire life cycle of a Transaction.

End-to-End transaction closure experience from a buy-side or sell-side or strong experience in Industrials, Consumer, Healthcare, BFSI, or Technology sector is preferable.