Specialist 3_Investment Banking_CFIB_Advisory

Preparing pitches / proposals for deal sourcing, Deal execution
Collateral preparation (complex financial models for M&A and funding transactions, information memorandum, teasers, valuation using different
valuation approaches such as relative valuation, DCF, replacement cost, etc),
Preparation of investor long and shortlists and outreach for marketing,
Preparation of responses to investor queries during marketing and duediligence, Industry research for market sizing, competition landscape, research for trading and transaction comps, research for investor identification and outreach,
Joining negotiation discussions on term sheets and documentation / deal closure.
Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals, etc
Participation in client and investor meetings and calls.

Financial Statement Auditing Accepting Feedback, Accepting Feedback, Acquisition Strategy, Active Listening, Business Valuations, Buyouts, Capital Raising, Client Confidentiality, Client Management, Client Onboarding, Communication, Contract Negotiation, Contractual Agreements, Corporate Development, Data Analysis, Data Rooms, Deal Sourcing, Deal Structures, Debt Restructuring, Discounted Cash Flow Valuation, Emotional Regulation, Empathy, Finance, Financial Due Diligence, Financial Forecasting