Assistant Manager/Manager - Deals Lead Advisory - Professional Services Firm

Job Summary:

We are seeking a highly motivated and experienced individual with a strong corporate finance background to join our growing team. This is a front-office role where you will play a critical part in our client's success by advising them on strategic transactions across the entire deal cycle.

Key Responsibilities:

• Take primary responsibility for developing and delivering high-quality marketing materials for potential clients, collaborating effectively with them to ensure alignment with objectives.
• Support new business development initiatives, including generating leads, preparing pitch books and presentations, and proposing new deal ideas.
• Good understanding of Technology sector including key Enterprise Tech platforms, trends in SaaS, AI, cloud, fintech, and other emerging tech verticals.
• Lead efforts in identifying and outreach to potential investors and buyers on behalf of our clients.
• Build and manage relationships with key client personnel, including executives, directors, and shareholders.
• Participate in deal negotiations and term sheet discussions as needed.
• Manage the due diligence process, ensuring efficient and comprehensive data gathering.
• Collaborate with legal counsel to finalize transaction documents.
• Demonstrate a strong commitment to delivering exceptional service and exceeding client expectations.

Qualifications:

Required:

• MBA/CA with minimum of 5 years of experience in investment banking, corporate finance, M&A advisory, private equity, or transaction advisory, with at least 3 years in sell side IB role preferably with technology sector.

Skills and Competencies:

• Demonstrated academic achievement with strong analytical skills
• Deep knowledge of financial statement analysis, and valuation methodologies
• Proficiency in financial modeling and presentation software
• Ability to work independently on multiple projects while fostering strong teamwork and collaboration
• Excellent written and verbal communication skills
• Experience with databases like S&P Capital IQ
• Team player; self-driven and ability to work independently