Financial Services Professional

21 hours ago

Kannur, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Financial Services Professional

The successful candidate will be an experienced investment banking expert with a strong track record in Mergers & Acquisitions, fundraising, and corporate finance. Key responsibilities include leading transaction management, executing deals across various sectors, building investor relationships, and preparing financial models for fundraising.

Key Responsibilities:

  • Lead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.
  • Execute deals across Mergers & Acquisitions, Private Equity, Venture Capital, ECM, and DCM.
  • Build and manage investor relationships with venture capitalists, private equity firms, family offices, corporates, and angel networks.
  • Prepare pitch decks, CIMs, business plans, teasers, and financial models for fundraising purposes.
  • Conduct deep sector research to identify opportunities.
  • Deliver impactful presentations at investor forums, conferences, and client discussions.
  • Collaborate with legal, tax, and compliance teams for seamless deal structuring and execution.

Required Skills & Expertise:

  • Strong knowledge of financial modelling, valuation (DCF, comparables, precedent transactions), 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:

  • 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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