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Strategic Investment Advisor

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Bengaluru, Karnataka, India beBeeInvestmentBanker Full time US$ 2,10,000 - US$ 3,90,000

Investment Banking Job Description

About the Role

We are seeking a highly motivated and detail-oriented Investment Banking professional to join our team. As a Senior Associate, you will play a key role in the origination, generation & evaluation of ideas / opportunities, and execution of transactions.

Your primary responsibilities will include:

  • Conducting deep dive research and analysis on various industries including TMT, Industrials & Consumer, Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG, among others
  • Working on company profiles, potential targets / buyers / M&A screening, Pitch book update, and other adhoc research
  • Taking ownership of sophisticated financial models, company valuation, trading/ transaction comparable, ratio analysis, financial performance analysis, etc.
  • Structuring and/or supervising presentations and projects / transactions related documents
  • Benchmarking companies on various financial and operating parameters to analyze the competitive positioning

Key Responsibilities (Continued)

  • Exhaustive secondary research through databases, general secondary sources, journals, annual reports, company websites, government and ministry websites
  • Communicating with current & potential clients regarding projects structuring, timelines, and clarifying queries
  • Industry screening on pre-defined criteria to create a shortlist
  • Financial analysis with extensive use of databases, filings, and other company documents
  • Managing project timelines and quality of deliverables to ensure high client satisfaction
Requirements

To be successful in this role, you will need:

  • MBA (Finance) / CA / CFA qualification
  • 4-6 years of experience in Investment banking division of a bank, boutique firm, KPO, consultancy, and advisory firm
  • Good knowledge, understanding, and working experience of industry research, company profiles, case studies, potential targets / buyers / M&A screening, company valuations, and financial performance analysis
  • Strong finance fundamentals and knowledge of financial terminology
  • Excellent working knowledge of databases such as Bloomberg, Capital IQ, Thomson Reuters, FactSet, Pitchbook, CB Insights, etc.
  • Excellent written and spoken communication skills
  • MS Office skills - proficient in MS PowerPoint, MS Excel, and MS Word
  • Exposure to handle client relationships
  • Ability to work independently and effectively under tight deadlines
About Us

We are a leading investment banking firm dedicated to delivering exceptional results for our clients. Our team is comprised of experienced professionals who share a passion for excellence and a commitment to making a difference.