Purpose of the Role:

This role has the responsibility of handling:

- Supporting the team in assessing Private equity/M&A/IPO deals, building financial models and marketing collaterals, participating in investor due diligence, market and industry research, preparing materials like Notes, Memos, PPTs, Information Memorandum to support a transaction for both internal and external stakeholders

- Supporting the team for business development/origination of deals on Private Equity/M&A/IPO

- Supporting the team for identifying relevant origination opportunities for participation and scheduling meetings with KMPs and/or Promoters

- Presentation to key internal/external stakeholders for Investment banking/ advisory clients

- Maintaining the dashboards/MIS regularly and updating the Partner on key developments

- Driving the Fee income business along with the Partner and contributing to the wallet share as per the targets assigned

- Identification of new business opportunities and travel on assignment/s as and when required either BD or execution.

- Maintaining investor relationships viz; Banks, NBFC, PE/VC Funds, Family offices etc and updating the investor database specific to each deal.

Scope:

- Business development and Execution of advisory and Investment banking mandates

Key Responsibilities

Business Development (BD)

- To continuously work to achieve new business opportunities and organizing Team meetings or setting up con-calls with senior management.

- Explore BD opportunities across core sectors and geographies and travel with senior management at short notices

- To identify new opportunities for existing clients and communicate to manager

Client service delivery/execution

- Execute the work on a multiple client base for Investment banking assignments

- Supporting in preparation of Information Memorandums, Financial Models, Pitch presentations, Project reports and/or Teasers

- Travelling at the client locations to ensure closure of Information gaps and/or execution related work as and when required.

- Participation in Due diligence of Deals till definitive documentation closures

- Network internally within the peer group and other levels in the firm in order to gain understanding of issues that may impact issues with his/her clients

Risk Management

- Ensure compliance with risk management strategies, plans and activities.

- Understand the concept of risk management and is able to bring to focus risk issues on client assignments and take issues to the notice of the manager/supervisor.

Knowledge Management

- Support knowledge sharing efforts and continually improve processes so that the work team can capture and leverage knowledge on ongoing basis.

Attributes/ Technical Skills

- Experience working on advisory mandates for Private equity/M&A/IPO

- Strong team-player with experience with working in a dynamic organisation and able to build bridges between the different stakeholders within the organisation

- Strong leadership skills

- Ability to think outside of the box, to challenge status quo

- Strong communication and influencing skills; collaborative and a team player

Relevant Experience

- Minimum 3-6 years working experience in Investment banking/Consulting.

- Exposure to Business development, execution of Equity deals, Financial Modeling, and/or primary & secondary research.

- Expertise in macro-economic research and identification of KPIs/SWOT

- Have good working experience in financial modeling, preparation of marketing collaterals, and investor relationships

- Excel, Word, Power point and Writing & Presentation skills

Education Qualification - Any Bachelor's degree, Chartered Accountant/MBA (Finance)/CFA