Deal Origination

1 month ago

Mumbai, India Merito Full time
Job Description
Our client is a listed entity, with a market cap of 500+ Crs & staggering three decades of experience in
financial services’ businesses, spanning retail broking, wealth and third-party product distribution, global access,
institutional equities, investment banking, and asset management.
A sprawling presence across 140+ cities through our 60+ branches and 450+ sub-brokers. Working in consistent
conformity with a credo of “creating lasting value for customers”, with a diverse portfolio of services that were founded,
developed and delivered on the basis of in-depth research.
Monarch thrives on wealth augmentation and work with a “Client First” approach, across each segment of business
operations. Professionally managed, promotes “entrepreneurship” and work with a lean corporate structure and an
“open-cabin policy”.

Job Description

• Set up meetings with prospective clients after preliminary analysis of Companies
• Undertaking market research and analysis
• Preparing and producing presentation materials such as pitch books, investor
collaterals (teasers and information memoranda), transaction documents, and
client board notes
• Developing, building and working on valuation materials including financial
models, comparable analysis
• Developing strong relationships with Private Equity Funds, Family offices

RequirementsDepartment - Investment Banking

Qualification - CA/CFA/MBA (Finance)

Experience of working with Indian clients (Mandatory)
Fast-learning, self-starters and go-getters with strategic mindsets
Versed with valuation, accounting concepts and financial modelling
Good Communication skills
Good Analytical & Microsoft Office (PowerPoint/ Excel/ Word) skills

Requirements
Department - Investment Banking Qualification - CA/CFA/MBA (Finance) Experience of working with Indian clients (Mandatory) Fast-learning, self-starters and go-getters with strategic mindsets Versed with valuation, accounting concepts and financial modelling Good Communication skills Good Analytical & Microsoft Office (PowerPoint/ Excel/ Word) skills

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