Investment Banking Consultant

Job Role: Investment Banking Associate.

About the Role:

As an Investment Banking Consultant, you will be responsible to handling clients independently and overseeing the execution of fundraising (Debt/Equity) and M&A activities. Your experience and expertise will be pivotal in driving successful transactions and maintaining strong client relationships.

Key Responsibilities:

1. Leadership:

• Provide mentorship and guidance to team members, fostering professional growth and collaboration.
• Oversee the execution of deals, ensuring all deliverables are met within timelines.

2. Fundraising and M&A:

• Manage the end-to-end process of fundraising (Debt/Equity) and M&A transactions.
• Oversee the preparation of investor pitch decks, placement memoranda, and due diligence documentation.
• Drive deal origination, structure deals, manage competing offers, and ensure timely deal closures.

3. Investor/Lender Network:

• Proven relationships with banks, NBFCs, and other financial institutions for effective fund raising.

4. Client Management:

• Act as the primary point of contact for clients, building and maintaining strong relationships.
• Understand client needs and ensure bespoke solutions are delivered.
• Engage, network, and build relationships with potential investors and stakeholders.

5. Financial Analysis and Valuation:

• Analyze financial data and oversee the development of financial models for valuations (e.g. property, business, etc.).
• Conduct research on industries, competitors, and macroeconomic factors to support decision making.
• Create business plans, forecasts, and investor decks tailored to client requirements.

6. Stakeholder and External Communication:

• Oversee all organizational communication with external stakeholders, ensuring accuracy and alignment with intended messaging.
• Supervise the preparation of press releases, journalist Q&As, and factsheets, ensuring timeliness and quality.

7. Process Improvement and Reporting:

• Identify and implement process improvements to enhance efficiency.
• Develop standard and ad-hoc reports, tools, and Excel dashboards for improved analysis and reporting.

Basic Qualifications:

• Qualified CA (Chartered Accountant) or MBA (Finance).
• 3+ years of experience in Investment Banking or a related field.
• Proven experience in handling clients independently.
• Experience in handling real estate projects is an added advantage.
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint.
• Strong analytical, valuation, and data interpretation skills.