The role would involve providing support to Investment Banking, Private Equity, Venture Capital, and
Family Office clients (global) for their mandates and research requirements. The opportunity isideal for professionals with experience in investment banking, M&A advisory and
private equity support and are interested in being a part of our growing investment banking practice.
...
• Story boarding and workshopping of marketing collaterals such as, but not limited to pitch
books, IMs, PPMs, and company profiles
• Preparing target industry databases and company profiles
• Create financial and valuation models including but not limited to cash flow models, merger
models, and LBO models
• Conduct target valuation via methods including DCF, Trading Comparables and Precedent
Transactions through databases and/or company financial filings, press articles and other sources
• Assist in pre and post transaction due diligence activities for both buy side and sell side
• Performing unstructured financial analysis on data provided and arriving at conclusions /
identifying issues
• Assess data accuracy and reasonableness in areas such as financial reporting, market sizing,
valuation, etc. and follow-up directly with clients and third-parties appropriately to achieve
necessary understanding and to resolve anomalies
• Monitor and analyze market trends, M&A activity, and regulatory developments relevant to the
target industries
• Collaborate with other teams such as Growth Advisory or Technology, Research &
Advisory for example, to ensure smooth and efficient execution of transactions and projects
• Support senior advisors/bankers in client interactions, including communication and
coordination with clients, legal advisors, and other parties involved in transactions
• Maintaining business contacts (i.e. it is our expectation that consultants will make a positive
commitment to maintaining contact with people they meet on transactions, who may become
important providers of work in the future)
• To provide support/assistance for proposals/business development activities
• To prepare first draft engagement letters, demonstrating T&R technical/risk management
awareness
• Handle client communication with multiple stakeholders in the client’s organization
• Handling adhoc research requests as per client or team requirementsPOSITION REQUIREMENTS
Functional Requirements:• CA rankers, CFA’s or MBAs from top tier institutes
• Experience in Investment Banking, Private Equity or M&A advisory would be
preferred
• Excellent analytical and web researching skills, with the ability to articulate complex ideas clearly
and concisely• Strong financial and business analysis skills with proficiency in financial modeling and valuation
techniques
• Proficiency in working on databases including Bloomberg, CapIQ, Thomson Reuters and
Pitchbook
• Excellent word, ppt and excel skills
Soft skills & Behavioral skills:
• Ability to multi-task and work under strict deadlines
• Ability to independently monitor, follow-up and liaise with multiple stakeholders for information
requirements
• Excellent communication and interpersonal skills
• Ability to quickly learn and upskill on client specific domain knowledge
experience
10show more The role would involve providing support to Investment Banking, Private Equity, Venture Capital, and
Family Office clients (global) for their mandates and research requirements. The opportunity isideal for professionals with experience in investment banking, M&A advisory and
private equity support and are interested in being a part of our growing investment banking practice.
• Story boarding and workshopping of marketing collaterals such as, but not limited to pitch
books, IMs, PPMs, and company profiles
• Preparing target industry databases and company profiles
• Create financial and valuation models including but not limited to cash flow models, merger
models, and LBO models
• Conduct target valuation via methods including DCF, Trading Comparables and Precedent
Transactions through databases and/or company financial filings, press articles and other sources
• Assist in pre and post transaction due diligence activities for both buy side and sell side
• Performing unstructured financial analysis on data provided and arriving at conclusions /
identifying issues
• Assess data accuracy and reasonableness in areas such as financial reporting, market sizing,
...
valuation, etc. and follow-up directly with clients and third-parties appropriately to achieve
necessary understanding and to resolve anomalies
• Monitor and analyze market trends, M&A activity, and regulatory developments relevant to the
target industries
• Collaborate with other teams such as Growth Advisory or Technology, Research &
Advisory for example, to ensure smooth and efficient execution of transactions and projects
• Support senior advisors/bankers in client interactions, including communication and
coordination with clients, legal advisors, and other parties involved in transactions
• Maintaining business contacts (i.e. it is our expectation that consultants will make a positive
commitment to maintaining contact with people they meet on transactions, who may become
important providers of work in the future)
• To provide support/assistance for proposals/business development activities
• To prepare first draft engagement letters, demonstrating T&R technical/risk management
awareness
• Handle client communication with multiple stakeholders in the client’s organization
• Handling adhoc research requests as per client or team requirementsPOSITION REQUIREMENTS
Functional Requirements:• CA rankers, CFA’s or MBAs from top tier institutes
• Experience in Investment Banking, Private Equity or M&A advisory would be
preferred
• Excellent analytical and web researching skills, with the ability to articulate complex ideas clearly
and concisely• Strong financial and business analysis skills with proficiency in financial modeling and valuation
techniques
• Proficiency in working on databases including Bloomberg, CapIQ, Thomson Reuters and
Pitchbook
• Excellent word, ppt and excel skills
Soft skills & Behavioral skills:
• Ability to multi-task and work under strict deadlines
• Ability to independently monitor, follow-up and liaise with multiple stakeholders for information
requirements
• Excellent communication and interpersonal skills
• Ability to quickly learn and upskill on client specific domain knowledge
experience
10show more
