Our client is a listed entity, with a market cap of 500+ Crs & staggering three decades of experience in financial services businesses, spanning retail broking, wealth and third-party product distribution, global access, institutional equities, investment banking, and asset management.
A sprawling presence across 140+ cities through our 60+ branches and 450+ sub-brokers. Working in consistent
conformity with a credo of creating lasting value for customers, with a diverse portfolio of services that were founded,
developed and delivered on the basis of in-depth research.
Responsibility:
- Set up meetings with prospective clients after preliminary analysis of Companies
- Undertaking market research and analysis
- Preparing and producing presentation materials such as pitch books, investor collaterals (teasers and information memoranda), transaction documents, and client board notes
- Developing, building and working on valuation materials including financial models, comparable analysis
- Developing strong relationships with Private Equity Funds, Family offices
Requirements
- Qualification - CA/CFA/MBA (Finance)
- Experience of working with Indian clients (Mandatory)
- Fast-learning, self-starters and go-getters with strategic mindsets
- Versed with valuation, accounting concepts and financial modelling
- Good Communication skills
- Good Analytical & Microsoft Office (PowerPoint/ Excel/ Word) skills
