Kotak - Business Analyst - Investment Banking (6-8 yrs)

Key Responsibilities:

- Engage deeply with Wealth Relationship Managers and clients to identify opportunities

- Lead discussions with Private Banking clients for their transaction requirements (M&A, IPO, PE, JV etc).

- Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.

- Assist with buy-side requirements of clients- perform target searches and identify opportunities for clients

- Prepare IMs, financial models, briefs, presentations for internal purposes

- Liase with external partner advisors for execution of transactions

- Perform research and analysis on sectors, transaction trends, companies as required

- Maintain robust MIS and support in smooth exchange of information between stakeholders

- Administrative support as needed

- Keenly track and be up-to-date with deal news, current events, and critical issues.

Relevant Skills, Knowledge, and Experience:

- CA/MBA or equivalent education

- 6-8 years of experience in investment banking (with deal closure record) or closely related roles

- Ability to work in a fast-paced, team-based environment with minimal supervision.

- Working knowledge of deal structuring and closing principals.

- Strong communication and networking skills.

- Impeccable research, quantitative and analytical skills, especially in explaining market events.

- Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA.

- Ability to organize and track overlapping tasks and assignments, with frequent priority changes.

- Strong presentation skills.