Investment Banking(Buy/sell)

1 week ago


Gurgaon, India Planify Full time

**Investment Banking(Buy/Sell)**

**Responsibilities**:

- Provide independent, rigorous decision-making across the Private Investments portfolio (Private Equity).
- Approaching HNI Clients, Family offices and VC's to invest in company-approved startups and secondary sales of Private firms.
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
- Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Monitor existing Private Investments via periodic update meetings and calls with managers, reviewing performance reports, quarterly letters, and all other manager correspondence.
- Develop strategies to discover new potential investors.
- Ability to work with founders, CFO to help in equity restructuring and in helping them raise funds.

Qualitication/Skills:

- Strong Understanding of Capital/Stock Markets
- Strong Understanding of Fund Raising and IPOs
- Ability to work with tight deadlines
- Experience with valuation, modeling, and financial forecasting
- Should have good communication skills and an attitude to grow & work smart
- Strong Analytical skills
- Self-starter, proactive & target-oriented.
- Strong networking & relationship building skills.
- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results


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