Sr Analyst/associate - Investment Banking Support - Ca/cfa

Veradis Consulting
  • Mumbai
  • 10-15 lakh
  • 3-8 years
  • 24 Jun 2015

  • Finance/ Accounts

  • Financial Services/ Capital Markets, Accounting/ Taxation/ Audit
Job Description

The GIB- Pitchbook team is made up of focused industry / product groups or geography groups that support onshore deal teams execute capital raising and strategic advisory transactions.

- Specifically, the team helps Global Investment Bankers in their business origination and client coverage efforts through building of client pitchbooks and supporting business analysis.

- The role of an Associate is People Management role with a strong domain focus. The candidate may be called upon to work with onshore bankers on projects independently.


- Lead and manage a team of 8-10 Analysts coordinate team activities including training and knowledge management

- Perform comprehensive and in- depth company and industry analyses including comparable company analyses, valuations and merger consequences

- Develop and maintain financial models, conduct financial and statistical analyses

- Prepare presentations and other materials for clients

- Prepare credit approval memos and marketing materials (offering memoranda) to assist in the deal review process

- Organize group's work flow, meet work quality and timelines of onshore bankers

- Closely align with onshore teams with continued interaction with in optimizing team utilization and work on projects independently, when called for

- Active participation in hiring, training, and other employee development programs


Qualifications: Candidates in this role to be one of the following:

- Chartered Accountant / CFA Charter holders

- Post Graduate (MBA's / Masters) degree in Finance or Business Administration from reputed Institutions

- Engineering Graduates and Post-Graduates (IIT)

- Experience - 6-10 years (post-qualification)

- Demonstrated knowledge of Financial Statement Analysis and Corporate Valuation

- Strong academic aptitude, quantitative skills

- Impactful written and verbal communication

- Strong attention to detail

- Initiative

- Ability to lead teams of diverse employees and mentor them to achieve sustainable results

- Strong work ethic

- Personal resilience and a commitment to continuous learning

- High business acumen to understand business strategies and what drives success in the business

Competencies/Skill sets for this job

Finance Onshore Banking Training Materials Memos Memoranda

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Veradis Consulting