Financial Strategist

3 days ago

Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Description

As a seasoned Investment Banking professional, you will play a pivotal role in driving deal execution and strategic growth through effective client management and transaction management.

  • Lead cross-functional teams to execute deals across M&A, private equity, venture capital, ECM, and DCM.
  • Build and manage relationships with key investors, including VCs, PEs, family offices, corporates, and angel networks.
  • Develop and implement successful fundraising strategies through pitch decks, CIMs, business plans, teasers, and financial models.
  • Conduct thorough sector research to identify opportunities for growth.
Key Responsibilities

You will be responsible for:

  • Due diligence, negotiations, regulatory filings, and closing documentation.
  • Executing deals across various sectors.
  • Managing investor relationships.
  • Preparing fundraising materials.
  • Conducting sector research.
Required Skills and Qualifications

To succeed in this role, you will need:

  • Strong knowledge of financial modelling, valuation, and deal structuring.
  • Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments.
  • Advanced Excel & PowerPoint skills for financial models and investor decks.
  • Excellent market research, business due diligence, and sector analysis skills.
  • Proven ability in client relationship management and business development.
  • Strong communication, negotiation, and problem-solving skills.
Qualifications

Applicants should have:

  • MBA/PGDM in Finance/Strategy from Tier-1 B-schools preferred.
  • Chartered Accountant / CFA (USA) / FRM certification is a strong advantage.
  • Bachelor's degree in Finance, Economics, Commerce, or Business Administration.
  • 8–10 years of investment banking, corporate finance, or financial advisory experience with a proven track record.

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