Financial Analyst - IPO Execution - Banking/Financial Services

:

Financial Analyst (CA Qualified (preferred), CMA).

Department:

Finance - Capital Markets - Corporate Advisory.

Location:

Chennai.

Reports to:

Head of Capital Markets - CFO - MD.

Role Summary:

We are looking for a CA-qualified professional with hands-on IPO experience to support and drive end-to-end execution of public issues (Mainboard and SME), including financial due diligence, offer document preparation, regulatory filings, and coordination with intermediaries.

Key Responsibilities:

IPO Execution & Documentation:

• Assist in preparing and reviewing the DRHP, RHP, and Prospectus in line with SEBI (ICDR) Regulations, 2018.
• Draft and vet financial sections, including restated financial statements, capitalisation statement, financial indebtedness, and related party transactions.
• Prepare Management Discussion and Analysis and Summary of Financial Information.

Due Diligence & Compliance:

• Conduct financial, legal, and business due diligence in coordination with auditors, legal counsel, and the issuer.
• Verify disclosures and support preparation of due diligence certificates.
• Ensure compliance with SEBI, Companies Act, 2013, SCRA, SEBI LODR, and stock exchange requirements.

Regulatory Filings & Coordination:

• Handle filings with SEBI, BSE/NSE, RoC, and depositories (NSDL/CDSL).
• Respond to SEBI and exchange observations and queries.
• Coordinate with BRLMs, legal counsel, statutory auditors, registrars, bankers, printers, and other intermediaries.

Financial Analysis & Valuation Support:

• Support valuation analysis, peer benchmarking, and pricing recommendations.
• Review restated financials, EBITDA adjustments, and KPIs.
• Assist in preparing investor presentations, roadshow material, and the company's financial model.

Process & Project Management:

• Track IPO timelines, action items, and deliverables.
• Manage data rooms and ensure timely closure of diligence requests.
• Support post-listing compliance and basis of allotment, refund, and listing formalities.

Required Qualifications & Skills:

• Chartered Accountant (ICAI); additional certifications (CS, CFA, DISA, IFRS) are a plus.
• Minimum 2 years of relevant experience in IPO execution, at a merchant banker, Big 4 - audit firm, corporate finance advisory, or an issuer's finance team.
• Working knowledge of SEBI (ICDR), SEBI (LODR), Companies Act, 2013, and Ind AS.
• Experience with restated financial statements and auditor comfort/comfort letters.
• Strong skills in financial modelling, valuation, and Excel/PowerPoint.
• Excellent drafting, analytical, and communication skills.
• Ability to work under tight deadlines and manage multiple stakeholders.

Preferred Attributes:

• Exposure to both Mainboard and SME IPOs.
• Experience with FPOs, rights issues, QIPs, or pre-IPO placements.
• Attention to detail with high integrity and confidentiality.
• Team player with ownership mindset.