Client Associates - Investment Banking Role

Company:

- 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

The position is a front- end Associate role in CAIB based out of Mumbai. We are looking at graduates with 1- 3 years of work experience. Candidates should be comfortable with accounting and have a strong understanding of financial statements & valuation. CA/MBA/CFA candidates only will be considered.

Requirement:

- Candidates with experience in building out detailed financial models will be given preference.

- We also expect our Associates to have a strong academic background, be articulate, have good written communication skills, and have a good working knowledge of MS PPT & Excel.

- You can look forward to an entrepreneurial setup, flexibility in executing things differently, and most importantly, being a valued team- member of a fast- growing boutique investment banking practice.

Job Role:

- Transaction Execution: End- to- end execution of transactions under guidance from colleagues

- 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

- Work on deal closure documents including term sheets, SSA, SHA and other legal documents

- Client and Stakeholder Management: Interact with clients/entrepreneurs on a daily basis, understand their key concerns and address them with colleagues, modify & incorporate in deal messaging accordingly

- Help clients streamline their overall data packet, including but not limited to their MIS, historical financials, other company related information

- Build long- term relationships with stakeholders - including investors, individual HNIs, fund managers etc.

- Deal Sourcing/building knowledge assets

- 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

- Pro- actively identify opportunities & support the team in origination & conversion of leads.