Senior Associate - Client Coverage - Investment Bank

Our Client: A distinguished investment bank with over 13 years of expertise in managing Indian and international deals across Structured Finance, Corporate Finance, Leveraged Buyouts, Private Equity, M&A, and Financial Advisory.

Location: Chennai, Hyderabad, Chandigarh, Pune

Language Proficiency: Must be fluent in the local dialect (Tamil for Chennai, Telugu for Hyderabad, Hindi/Punjabi for Chandigarh, Marathi for Pune) and proficient in English.

Role Summary

The Senior Associate/AVP in the Client Coverage team is a pivotal member of the deal execution team, driving complex transactions in structured finance, project finance, M&A, equity fundraising, and capital markets across Indian and international markets. This senior role involves leading financial modelling, preparing pitch books and investment memoranda, conducting advanced financial analysis, coordinating with clients and investors, managing due diligence, ensuring document quality and project timelines, supervising team members, and supporting business development with strategic research. The position prepares candidates for independent deal execution, with greater autonomy and responsibility for mid- to large-sized deals (USD 50-100 million+) compared to the Senior Analyst/Associate role.

Deal Execution

- Serve as a key member of the transaction execution team, leading complex deal processes.

- Develop and oversee financial models for deals.

- Lead the preparation of pitch books, investment memoranda, and financial analyses, including trading/transaction comparable and financial benchmarking.

Client Coordination

- Identify and compile client information and documents based on investor requirements.

- Lead client coordination to ensure timely receipt of necessary documents and information.

- Build and maintain strong client-requester relationships while gathering critical information.

Banker/Investor Coordination

- Regularly engage with bankers and investors to address queries and align with client needs.

- Deliver high-quality documents and information promptly.

- Coordinate meetings and support due diligence processes with Big4 firms, legal teams, valuation experts, and investor teams.

Quality & Timeline Management

- Review and verify documents prepared by Analysts to ensure top-quality outputs.

- Ensure strict adherence to project timelines.

Team Supervision

- Mentor and guide team members in preparing pitch books, investment memoranda, and other deliverables.

- Resolve team queries during document preparation to maintain efficiency.

Support Business Development

- Provide strategic research, industry insights, and support to business development leaders.

Skills & Experience Required

Experience

- 5 - 8 years of overall professional experience.

- At least 2-3 years in an Investment Banking Senior Analyst role.

- Proven expertise in preparing financial models independently.

- Extensive experience in client coordination and investor relations.

- In-depth knowledge of investment banking products, including Corporate Finance and Private Equity.

Education

- MBA, CFA, or CA from a reputed institute.

Skills & Attitude

- Exceptional financial modelling skills.

- Advanced proficiency in MS PowerPoint and MS Excel.

- Strong analytical and numerical skills.

- Excellent written and verbal communication skills in English.

- Proactive, self-starter with a go-getter attitude.

- High aptitude and comprehensive industry knowledge.

Industry Exposure

- Mandatory experience in Investment Banking or Investment Advisory.