Manager - Investment Banking

Your role.

• Oversight and accuracy of analyst duties, including review of modeling, research methodology, and presentations
• Assist in hiring and training new analysts
• Liaison between deal teams in the US and analysts in India
• Staffing analyst team in India across a variety of projects
• Aid in analyst performance reviews
• Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
• Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
• Assist in the preparation of client presentations and pitch materials
• Other ad hoc research and presentation tasks
• Preparation of necessary pitch books & presenting to clients, developing the positioning; building deal thesis
• Building relationships with key players and decision makers in the sector
• Tracking key developments in the Sector & Target Companies
• Interaction with Research / IBD Product / Sales teams to ensure smooth execution of transactions
• Responsible to overview the due diligence, analysis and documentation of live transactions
• Maintain databases and case studies of transactions in the relevant sector/product
• Collateral preparation (complex financial models for M&A and funding transactions, information memorandum, teasers, valuation using different valuation approaches such as relative valuation, DCF, replacement cost, etc.),
• Preparation of investor long and shortlists and outreach for marketing,
• Preparation of responses to investor queries during marketing and due-diligence,
• Industry research for market sizing, competition landscape, research for trading and transaction comps, research for investor identification and outreach,
• Joining negotiation discussions on term sheets and documentation / deal closure.
• Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals, etc.

Education & Experience

• Bachelors or Masters Degree in Accounting or Finance
• 2+ years post-qualification experience with demonstrated knowledge of working in a similar function

Proven project management and leadership skills

• Proven familiarity with research databases
• Business writing acumen to include proper grammar, style, and presentation
• Effective management of multiple tasks with a defined timeline
• Thorough financial statement analysis skills
• Strong analytical skills
• Superior attention to detail and conscientious quality of work product