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Deal Origination- Investment Bank

3 months ago


Delhi, Delhi, India Merito Full time
Our client is a listed entity, with a market cap of 500+ Crs & staggering three decades of experience in financial services' businesses, spanning retail broking, wealth and third-party product distribution, global access, institutional equities, investment banking, and asset management.
A sprawling presence across 140+ cities through our 60+ branches and 450+ sub-brokers. Working in consistent
conformity with a credo of "creating lasting value for customers", with a diverse portfolio of services that were founded,
developed and delivered on the basis of in-depth research.
Responsibility:
  • Set up meetings with prospective clients after preliminary analysis of Companies
  • Undertaking market research and analysis
  • Preparing and producing presentation materials such as pitch books, investor collaterals (teasers and information memoranda), transaction documents, and client board notes
  • Developing, building and working on valuation materials including financial models, comparable analysis
  • Developing strong relationships with Private Equity Funds, Family offices
Requirements
  • Qualification - CA/CFA/MBA (Finance)
  • Experience of working with Indian clients (Mandatory)
  • Fast-learning, self-starters and go-getters with strategic mindsets
  • Versed with valuation, accounting concepts and financial modelling
  • Good Communication skills
  • Good Analytical & Microsoft Office (PowerPoint/ Excel/ Word) skills