- Interacting with clients, understanding their requirements and undertaking execution under guidance from seniors
- Identifying opportunities and supporting seniors in origination and conversion of leads with increasing levels of responsibility and accountability over time
- Managing and training Analysts/Associates
- Preparing high quality pitch-books and information memorandums
- Undertaking financial statement analysis - computation of key ratios, industry and peer comparison, financial metrics and differentiation, relative Valuation etc.
- Preparing financial models, projections, presentations, and other communication materials for clients
- Overseeing research and analysis on areas including but not limited to client's primary industry, competitors, macro-factors affecting the industry, client's position within the industry
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