Capwise Finance

3 weeks ago

Mumbai, India Capwise Financial Services Private Limited Full time

Key responsibilities:

- Preparation of pitch books, deal books, presentations and reports

- Preparation of information memorandums, financial models and investor marketing documents

- Compute the valuation of target companies using various methods

- Conduct primary and secondary research on the sector and the target companies

- Keep track of relevant events and news

- Maintain and build relationships with client senior management teams

- Providing support to Director/SVP in marketing the deal/opportunity to potential investors by leading the discussion in investor meetings/calls/road shows with clients

- Coordinate the due diligence process and resolve issues/concerns while liaising with third-party vendors like accounting firms/legal firms

- Actively support to Director/SVP in term-sheet negotiation and definitive documentation. Develop financial models for the target companies

- The candidate will also be involved in deal sourcing through desktop research, preparing pitches, and client Engagements.

Relevant Skills and Experience:

- Highly collaborative, flexible, and team-focused with the ability to interact effectively with a wide range of stakeholders

- Financial modelling

- Deep understanding of financial statements

- Drive and acumen to conduct in-depth research

- Proactive, enthusiastic approach with very high attention to detail

- Effective problem-solving and critical thinking skills, along with the ability to use discretion and good judgment

- Excellent Client Service skills with the ability to communicate complex issues to individuals with varying levels of product expertise.

- Proficiency in the use of Microsoft Office products, especially PowerPoint, Excel, and Word

- Ability to work in a fast-paced environment with minimal supervision

Function: Private Equity and M&A Advisory

Location: Mumbai

Preferred industry experience: Investment Bank, Advisory Firm

Education Qualification: Chartered Accountant/CFA/MBA from B-School with minimum five years of experience in Investment Bank with hands-on expertise in transaction sourcing and execution.

(ref:iimjobs.com)

  • Capwise Finance

    1 week ago

    Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full time

    Duties & Responsibilities: Managing the origination, execution, and completion of various debt capital market transactions, such as syndicated debt, structured finance, acquisition/bridge finance, and project finance. Responsible for business development, origination, and maintaining client relationships. Should be able to develop new ideas, innovations, and...

  • Capwise Finance

    1 week ago

    Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full time

    Key responsibilities: Preparation of pitch books, deal books, presentations and reports Preparation of information memorandums, financial models and investor marketing documents Compute the valuation of target companies using various methods Conduct primary and secondary research on the sector and the target companies Keep track of relevant events and news...

  • Capwise Finance

    2 weeks ago

    Mumbai, India Capwise Financial Services Private Limited Full time

    Duties & Responsibilities:- Managing the origination, execution, and completion of various debt capital market transactions, such as syndicated debt, structured finance, acquisition/bridge finance, and project finance.- Responsible for business development, origination, and maintaining client relationships. Should be able to develop new ideas, innovations,...

  • Senior Manager

    2 weeks ago

    Mumbai, India Capwise Financial Services Private Limited Full time

    Job title: Senior Manager / AVPFunction: Debt Capital MarketLocation: Mumbai  Duties & Responsibilities:·      Managing the origination, execution, and completion of various debt capital market transactions, such as syndicated debt, structured finance, acquisition/bridge finance, and project finance.·      Responsible for business...

  • Senior Manager

    1 week ago

    Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full time

    Job title: Senior Manager / AVPFunction: Debt Capital MarketLocation: Mumbai Duties & Responsibilities:· Managing the origination, execution, and completion of various debt capital market transactions, such as syndicated debt, structured finance, acquisition/bridge finance, and project finance.· Responsible for business development, origination, and...

  • Senior Manager

    1 week ago

    mumbai, India Capwise Financial Services Private Limited Full time

    Job title: Senior Manager / AVP Function: Debt Capital Market Location: Mumbai   Duties & Responsibilities: ·      Managing the origination, execution, and completion of various debt capital market transactions, such as syndicated debt, structured finance, acquisition/bridge finance, and project finance. ·      Responsible for business...