Job Description: Key Responsibilities: - Analyst Investment Operations and Research Support. - The analyst main responsibilities will be to support the senior investment team in operations & research like. - Prepare MIS of investment holdings/performance on daily/weekly basis. - Coordinate with custody and back end operations team for MIS reports. - Preparation of NAVs for the various products on weekly/monthly basis. - Maintain and update research database. - Help in execution of trades by liaising with brokers, custodian and administrators. Any other ancillary task to support the investment team. - The incumbent will gradually be progressed towards Research or Dealing/Execution team based on his performance and career path. - Deal Execution: Assist in the execution of mergers, acquisitions, and capital market transactions by performing detailed financial analysis, modeling, and valuation work. - Client Interaction: Support the senior bankers in client meetings, preparing presentation materials, and ensuring that client needs are met. - Financial Modeling and Valuation: Prepare complex financial models, including discounted cash flow (DCF) models, precedent transactions, and comparable company analysis. - Pitch Materials and Presentations: Develop pitch books and presentation decks to support client engagements and new business development efforts. - Market and Industry Research: Conduct in-depth market and industry analysis to provide insights for clients, including financial trends, competitor landscapes, and regulatory updates. - Transaction Documentation: Support the preparation of transaction documentation, such as offering memorandums, due diligence reports, and term sheets. - Team Collaboration: Work alongside senior bankers and other associates to ensure smooth transaction execution and support day-to-day deal management. - Project Management: Manage the flow of information between clients, legal teams, accountants, and other external advisors to ensure deadlines are met. - Ensure highest quality of service to business area and stakeholders. - Maintaining green KPI across clients/process. - Ensure that all operational functions within the scope of NAV production and Statutory Reporting are performed as per laid down standard operating procedures and PLAs. - Complete all activities for NAV calculation or Validation such as pricing, resolution of breaks, posting accounting entries etc. accurately in the accounting system. Skills And Qualifications: Educational Background: - MBA from a reputed institution or a CFA/CA with a strong academic record. - Bachelor & aposs degree in finance, economics, or a related field is required. Experience: - 2-12 years of experience in investment banking, private equity, or management consulting. - Strong experience with financial modeling and valuation. Technical Skills: - Proficiency in Excel, financial modeling, and PowerPoint. Soft Skills: - Strong communication, presentation, and interpersonal skills. - Ability to work under pressure and manage multiple projects simultaneously. - Excellent attention to detail and problem-solving skills. Industry Knowledge: - A good understanding of the Indian financial markets, corporate structures, and regulatory environment. - Ability to analyze market trends, competitive landscapes, and financial statements.

Vijayawada

Andhra Pradesh

Xped - Assistant Vice President - Investment Banking - CA/CFA 

Job Description for Xped - Assistant Vice President - Investment Banking - CA/CFA  in Xped Pvt Ltd in  Vijayawada Andhra Pradesh for (2-12) years of experience. Apply Now!