JD : Client Associates (Associate - Investment Banking) Experience level : 2-4 years of relevant industry experience Location : Gurgaon Education : MBA from a premier business school /MBA-Finance, CFA preferred, MBA Finance About us : - Client Associates (CA) is India's first and largest - Multi Family Office Firm- founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. - Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the - Best Team of Private Bankers- in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories : 1. Winner - Best Multi Family Office- In India at the AIWMI, India Wealth Awards 2018 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008 3. Winner of Citywealth Asian Family Office of the Year, 2011 4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &2009 Job Description : Analyst/Associate Investment Banking for the advisor/relationship team which will include: - Prepare high quality financial models, pitch-books, information memorandums, presentations, & other communication materials for clients and investors. Respond to on-going investor queries on live deals - Interact with clients/entrepreneurs on a daily basis, understand their key concerns and address them with colleagues, modify & incorporate in deal messaging accordingly - Work on deal closure documents including term sheets, SSA, SHA and other legal documents - Help clients streamline their overall data packet, including but not limited to their MIS, historical financials, other company related information. - Build industry and company investment thesis: Conduct research & analysis on different industries, competitive dynamics, macro-factors, and positioning of different players within the chosen industry. Candidate Profile : - Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com - Economic Hons. - Should have considerable skills in office tools like Excel, PowerPoint, etc. - Should have Excellent Analytical, Problem Solving and Communication Skills and be a team player. - Should be a self-starter; focused and driven to succeed; result orientated. - Organized and disciplined with ability to manage expectations. - Should have the DNA for client centricity and quality.

Gurgaon/Gurugram

Client Associates - Associate - Investment Banking - CFA/IIM/MDI/ISB/FMS 

Client Associates - Associate - Investment Banking - CFA/IIM/MDI/ISB/FMS  ,Job Description for Client Associates - Associate - Investment Banking - CFA/IIM/MDI/ISB/FMS  in Pioneer Client Associates in  Gurgaon/Gurugram for (2-4) years of experience. Apply Now!

Job Description for Client Associates - Associate - Investment Banking - CFA/IIM/MDI/ISB/FMS  in Pioneer Client Associates in  Gurgaon/Gurugram for (2-4) years of experience. Apply Now!