Team Member - Strategic Initiatives - BFS

Client Details

L&T FINANCIAL SERVICES

Client Description

The company is a NSE and BSE listed company and is also registered with RBI as an NBFC and CIC. It conducts its financial services businesses through various subsidiaries. It is the brand name of a big group company

Job Description

- To take responsibility for the identification & execution of specific strategic initiatives of the company in order to achieve the overall objectives of diversification, asset management and return on equity (RoE).

- To support the execution (evaluation & implementation) of new concepts/ Strategic Initiatives/ Business Models. These could include any/ some/ all of the following:

1. Single/ Multiple new Business Models / Alternative Investment Funds (AIF)/ Investment Trust / Overseas financing vehicles / Feeder Fund structures

2. Equity investment by external investors in a Yieldco or a portfolio of operating assets

- To contribute towards conceptualization & development of structured (financial) products, with the overall objective of optimizing returns and matching cash flow requirements.

- Understanding the regulation & taxation aspect of financial services

- Understanding of equity valuation metrics & methods

- To coordinate with international consultants (Taxation, International Law)

- Preparing the Financial Model for the new Business Model/ financial structuring to optimize RoE

- Preparing the Business Plan for the Board of Directors for seeking approval for the new Business

- To support Group Head in developing policy framework for the new business/ entity

- To support negotiations with investors (domestic and international) for accessing funds

- Understanding the regulation & requirements of law for innovative financial products (i.e. Companies Act, Income Tax Act, RBI/ SEBI/ IRDA/ PFRDA guidelines)

- Understanding of the working of hedging products/ options / FRAs & their pricing & limitations

- Understanding the requirements of credit rating of innovative products

- Ability to negotiate term sheets (with investors) and credit ratings (with rating agencies) wrt the above products

Candidates from premier MBA institutes with 5 - 7 years experience

- Preferably (relevant experience in) investment banking/ consulting/ MNC / Bank

- Experience of responsibility with respect to initiating, negotiating and executing/ closing term sheets

- Ability to network at diverse levels

- Diverse experience of working across groups / locations

- Understanding of regulations / regulatory guidelines/ Business Plans

- In-depth understanding / expertise wrt at least 1 PPP / Infra sectors

- Understanding / experience of structuring financial products / innovative thinking

- Understanding the larger / big picture / objectives & strategic issues associated with new initiatives

- Good communication skills