24 Sep 2024
Spuh
Investment Banking Associate, 2 to 5 years in Mumbai
Bhuta Shah & Co LLP
Mumbai
4-5 Years
Investment Banking, Fund Raising, acquisitions, Capital IQ, Deal Structuring, Due Diligence
Job Description
Position: Investment Banking Associate
Qualification: CA
Experience: 2 to 5 years
Location: Mumbai
Job description
Qualification: CA
Experience: 2 to 5 years
Location: Mumbai
Job description
Responsibilities
A. Deal/ Opportunities Sourcing
- Identify and source attractive opportunities, and work in a team environment to select new mandates for fundraising
- Connect businesses that need money to finance their operations or expansion plans with investors who are interested in providing that funding
- Prepare industry research & marketing materials to win work, acquire new clients and boost business presence in client markets
- Manage all stages of initial client interactions, from the origination pitch to the investment contract
- Represent the firm at networking and industry events
B. Fundraising Collateral:
- Prepare marketing materials and client presentations, including but not limited to: pitchbooks and live deal materials, valuation materials, confidential information memorandums, management presentations, IRLs etc.
- Review of materials prepared by clients including investment memoranda, management presentations, and pitchbooks
- Research market conditions and industries to identify market trends, investment opportunities, and business risks
C. Deliverables:
- Lead day-to-day execution of transactions and manage key working streams in a flawless and efficient manner
- Assist in creating investment thesis and communicating investment value propositions to prospective investors
- Perform valuation analysis using various methodologies including discounted cash flow, leveraged buyout, trading and transaction comparable
- Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions
D. Mentorship:
- Foster a positive, highly motivated environment, exhibiting strong leadership and management qualities
- Act as a mentor and role model to the more junior members of the team
- Supervise, train, and mentor a team of Associates and Analysts on the completion of process materials, valuation analysis, etc.
Qualifications and Skill Sets
- 2-4 years in investment banking, fund raising or corporate finance within the following entities: an investment bank, a lead advisory boutique, M&A departments of accounting/consulting firms, a micro-VC or a family office
- CA/ MBA with a Bachelors degree in a quantitative field, such as finance, economics, or accounting
- CFA designation preferred
- Knowledge of accounting and financial concepts, with the ability to analyze and value businesses thoroughly
- Ability to work in a fast-paced, team-based environment with minimal supervision
- Ability to effectively prioritize and handle multiple tasks under tight deadlines
- Working knowledge of deal origination and execution
- Stay abreast of industry news, regulations, and emerging technologies to maintain a competitive edge
- Fluent in English with strong communication and networking skills
- Proven proficiency in Microsoft Excel and Word, Tracxn, Capital IQ and other research databases
- Ability to organize and track overlapping tasks and assignments, with frequent priority