Senior Associate-Qual
2 days ago
Preparing pitch books, Information memorandum (IMs), industry research, deals & peers screening, company profiles and company focused discussion documents related to various industries.
Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking, valuation analysis, etc.
Meeting project timelines and quality of deliverables in a manner to ensure “high client satisfaction”
Conducting quality control check of the outgoing reports / packs
Engaging client independently on calls and e-mails
Key Competencies
MBA/ CFA/ CA
4-6 years of experience in the Investment banking space
Experience of working Investment banking projects, including:
Pitch book / IM support and company profiles
Macro-economic and industry overviews with experience working across various industries
Detailed financial analysis
Bespoke qualitative research
Target identification, Trading and Transaction comps
Benchmarking, Ratio analysis
Should be able to work independently, with minimal guidance and support
Prior experience in handling clients directly through calls / mails
Excellent written and spoken communication skills
Should be well versed with MS Office suite specially Microsoft Excel, Word, and Power Point
Working knowledge of database such as Bloomberg, CapitalIQ, Factset, Thomson, etc.
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