Associate/Senior Associate - Investment Banking - CA/CFA/IIM/ISB/FMS/MDI/XLRI (3-7 yrs)

Position Title: Associate / Senior Associate - Investment Banking

Role Details & Working structure: Independent full-time role reporting to Apex Leadership with an opportunity to seize quick learning in a small but intellectually stimulating team. Is present in Mumbai and Bengaluru, and the current opening is open to either locations.

Key Responsibilities of the role holder: Primarily the role holder will support the Leadership team in meeting client requirements across their service offerings. Detailed delivery for role holder includes but may not be limited to:

- Sourcing: Research and Sector knowledge build up enabling sourcing of Leads, Making Client pitches. Develop institutional relationships with potential clients as well as PE/VC investor community.

- Deal Structuring & Execution: Active involvement with origination to execution of the mandate by closely working with all deal team members and prioritizing efforts to meet project timelines. Evaluating mandates, creating deal collaterals, creating go-to-market plan, accompanying client for calls/meetings with investors and taking the deal to closure.

- Relationship Management: Managing Client and Investor relationships

- Modeling: Create and implement financial models to review deals and determine profitability

- Advisory: Lead and support clients through the expansion of corporate and personal enterprise

- Governance: Maintain comprehensive knowledge of regulatory and legal issues in the financial industry

Qualifying competencies:

- Excellent written and verbal communication skills

- Excitement for research & staying abreast of market developments

- Expertise in analyzing data (Strong financial modelling and overall advanced excel skills) and deriving sound recommendations

- Energy & Enthusiasm to work on tight deadlines during busy seasons and as demand warrants

Preferred Educational Qualifications & Work experience:

- Engineering & MBA (Finance) from a reputed Tier 1 Institute And/or CA/CFA/FRM candidates with significant exposure in Investment banking could also apply

- 3-5 years of work experience in M&A Advisory/Transaction Advisory teams of Consulting firms, Corporate Finance teams of Wealth Management outfits, Investment banking firms will be a desirable match