Chartered Accountant (CA) - Investment Head

• We are seeking a highly skilled and detail-oriented Chartered Accountant (CA) to join our merchant banking team
• The ideal candidate will have a strong background in financial analysis, regulatory compliance, and corporate finance, with the ability to manage and execute complex financial transactions
• This role involves providing advisory services, managing IPOs, handling mergers and acquisitions, and ensuring compliance with financial regulations

Key Responsibilities:

• Financial Advisory: Provide expert financial advisory services to clients on capital raising, restructuring, mergers and acquisitions (M&A), and other strategic financial decisions
• IPO Management: Lead and manage Initial Public Offerings (IPOs), including drafting offer documents, liaising with regulatory bodies, and ensuring successful execution
• Due Diligence: Conduct thorough due diligence for M&A, private placements, and other financial transactions, ensuring all financial statements are accurate and compliant
• Valuation: Perform detailed valuations of companies, assets, and securities, using various methodologies to support financial transactions and investment decisions
• Financial Modeling: Develop and maintain complex financial models for forecasting, budgeting, and scenario analysis to support decision-making processes
• Compliance: Ensure all financial activities comply with regulatory requirements, including SEBI guidelines, Companies Act, and other relevant laws
• Client Management: Build and maintain strong relationships with clients, understanding their financial needs, and providing tailored solutions to meet their objectives
• Risk Management: Identify and assess financial risks associated with transactions and provide recommendations to mitigate these risks
• Reporting: Prepare and present detailed financial reports, transaction summaries, and regulatory filings to internal and external stakeholders
• Team Collaboration: Coordinate with legal, compliance, and operations departments to ensure seamless execution of transactions
• In this role, you'll align investments with legal frameworks, comply with regulatory requirements, and optimize operational processes

Required Skills and Qualifications:

• Chartered Accountant (CA): Must be a qualified Chartered Accountant with membership in the ICAI

Experience: 5-10 years of experience in merchant banking, investment banking, corporate finance, or a related field

• Technical Skills: Proficiency in financial modeling, Excel, valuation tools, and financial analysis software
• Regulatory Knowledge: Strong understanding of SEBI regulations, Companies Act, and other relevant financial laws and regulations
• Analytical Skills: Excellent analytical abilities to assess financial data, evaluate business opportunities, and make data-driven decisions
• Communication Skills: Strong verbal and written communication skills for clear and effective interaction with clients and stakeholders
• Attention to Detail: High level of accuracy and attention to detail in financial analysis, reporting, and compliance
• Problem-Solving: Ability to solve complex financial problems and manage multiple tasks under tight deadlines
• Client Relationship Management: Proven ability to manage and grow client relationships, providing high-quality financial advisory services
• Team Collaboration: Ability to work effectively as part of a team, leading projects and coordinating with other departments

Preferred Qualifications:

• Additional qualifications such as CFA, FRM, or an MBA in Finance
• Experience in handling large-scale IPOs or high-profile M&A deals
• Advanced knowledge of financial markets, instruments, and investment strategies
• Benefits: Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Professional development opportunities, including support for additional certifications
• Flexible working hours and opportunities for career advancement