Aurum Equity Partners - Investment Banking Associate - CA/CFA/IIM/ISB/MDI/IIT/NIT

The Associate role at Aurum Equity Partners LLP is for candidates with prior experience of minimum 2 years in Investment Banking/Private Equity (IBD/PE) along with a Chartered Accountancy, CFA Level 2 or post-graduate (MBA or equivalent) education from IIM's / IIT's or reputed Tier I B-Schools / Engineering-Schools. End-to-End transaction closure experience from a buy-side or sell-side is preferable.

An Associate is expected to play a key role in supporting transaction teams from collateral preparation to transaction closure in his/her assigned vertical. He/she is expected to mentor/manage Analyst in preparation of client pitches, industry analysis, Transaction collaterals like teasers, information memorandum and financial models while interacting with clients.

Required Skills/Attributes

• Track record of outstanding academic success
• Minimum 2 years of work-experience in IBD/PE
• Expert understanding of finance, accounting, financial modelling, and valuation methodologies
• Strong team player with an ability to build sector expertise in his/her vertical
• Ability to multi-task and prioritize tasks appropriately
• A high degree of initiative, motivation and attention to detail
• Expert working knowledge of Excel, Word and PowerPoint
• Ability to manage sub-ordinates and work with senior professionals/good inter-personal skills
• Hardworking and analytical mindset

Work Details

An Associate will be a key-part of transaction teams that work on M&A or PE mandates from transaction pitching to closure in his/her vertical and act as a bridge between the senior team members (Managing Directors/ Directors / Vice Presidents), peers (Associates) and sub-ordinates (Analyst) while playing a key role in executing the entire life cycle of a Transaction.

Typical work includes:

• Preparation of presentations comprising of pitch books, deal books and reports
• Preparation of information memorandums, financial models and valuations
• Conducting industry research
• Marketing of the deal/opportunity to potential investors by leading the discussion in investor meetings/calls/road-shows with clients
• Coordinate the due-diligence process and resolve issues/concerns while liaising with third-party vendors like accounting firms/legal firms etc.
• Participating in Deal Execution Process
• Actively support Vice Presidents / Directors/ Managing Directors in term-sheet preparation and definitive documentation