Firm Overview: Company Description - SMIFS Limited, established in 1993, offers a range of Financial Services including Brokerage, Portfolio Management, Research & Advisory, Investment Banking, and Distribution. With a pan India presence, our core strength lies in Research & Advisory Services, focusing on Institutional & Ultra HNI Clients with a team of professional analysts. SMIFS Institutional Desk has almost 100 institutional clients (MFs, Insurance funds, PMS, AIF, FIIs, others).
Role Summary: We are seeking a highly motivated and detail-oriented senior level candidate to join our investment banking team. This role requires significant experience in due diligence and transaction execution. The ideal candidate will play a pivotal role in managing the deal lifecycle, ensuring seamless execution across diverse investment banking mandates.
Key Responsibilities:
Lead and support the execution of IPO, QIPs, Pref allotment, capital raising, and other financial advisory transactions. Coordinate and manage the preparation of transaction documentation, such as information memoranda, term sheets, pitch books, and client presentations. Manage and conduct comprehensive due diligence processes, including financial, legal, operational, and market due diligence. Collaborate with clients, legal advisors, auditors, and other third-party experts to identify potential risks and issues. Develop detailed due diligence reports and summaries to support negotiations and deal structuring. Serve as a key point of contact for clients throughout the transaction process, maintaining clear and consistent communication. Collaborate with cross-functional teams to deliver seamless transaction execution. Drive efficiency and accuracy in all aspects of the deal process. Source some deals through own sources
Qualifications and Skills: Experience and Education: Bachelors degree in Finance, Economics, Business Administration, or related field; MBA or CFA designation preferred. 1020 years of experience in investment banking, private equity, or corporate finance, with a strong focus on deal execution and due diligence. The candidate should know end to end process of deal execution in listed market space.
Technical Skills: Proficiency in financial modeling, valuation techniques, and transaction analysis. Advanced knowledge of Microsoft Excel, PowerPoint, and Word. Familiarity with financial databases such as Bloomberg, Capital IQ, and FactSet.
Soft Skills: Exceptional analytical and problem-solving abilities. Strong verbal and written communication skills, with the ability to create high-quality client-facing materials. Outstanding organizational skills, with the ability to manage multiple priorities and meet tight deadlines. Detail-oriented, with a commitment to delivering excellence.