Associate Investment Banking

PRP Professional Edge Associates Pvt Ltd; Mumbai; On-site; INR 2,000,000 - 3,500,000; Full time

Job summary

PRP Professional Edge Associates Pvt Ltd in Mumbai seeks an Asst. Manager/Manager Investment Banking to support origination, deal execution, and investor materials. You will build financial models, prepare Information Memorandums, and coordinate due diligence with senior management.

The role requires 5–8 years in investment banking or consulting, strong Excel/PowerPoint skills, and the ability to travel. You will collaborate across teams to close advisory mandates and deliver high-quality client

Qualifications

• Minimum 5-8 years of working experience in Investment banking/Consulting.
• Exposure to Business development, execution of Equity deals, Financial Modeling, and/or primary secondary research.
• Expertise in macro-economic research and identification of KPIs/SWOT.
• Good working experience in financial modeling, preparation of marketing collaterals, and investor relationships.
• Excel, Word, PowerPoint and writing presentation skills.
• Bachelor's degree in Finance a must; Chartered Accountant / CFA preferred.

Responsibilities

• Origination and execution of advisory and Investment banking mandates.
• Support preparation of Information Memorandums, Financial Models, Pitch presentations, Project reports and/or Teasers.
• Travel to client locations to ensure closure of information gaps and/or execution related work as required.
• Participate in due diligence of deals until definitive documentation closure; network internally within the peer group and other levels in the firm to gain understanding of issues that may impact clients.

Skills

Investment banking

Financial modeling

Client relationship management

Market research

Leadership

Education

Bachelor's degree in Finance

CA / CFA preferred

Tools

Excel

PowerPoint

Word

Job description

Asst. Manager/ Manager Investment Banking

Purpose of Role

Supporting the team in assessing Private equity/MA/IPO deals, building financial models and marketing collaterals, participating in investor due diligence, market and industry research, preparing materials like Notes, Memos, PPTs, Information Memorandum to support a transaction for both internal and external stakeholders.

Scope

• Origination and Execution of advisory and Investment banking mandates

Key Responsibilities

Origination

• To continuously work to support new business opportunities and organize team meetings or set up conference calls with senior management.
• Explore origination opportunities across core sectors and geographies and travel with senior management on short notice.
• To identify new opportunities for existing clients and communicate to the manager.

Client service delivery/execution

• Execute the work on a multiple client base for Investment banking and Government advisory assignments.
• Support preparation of Information Memorandums, Financial Models, Pitch presentations, Project reports and/or Teasers.
• Travel to client locations to ensure closure of information gaps and/or execution related work as required.
• Participate in due diligence of deals until definitive documentation closure; network internally within the peer group and other levels in the firm to gain understanding of issues that may impact clients.

Risk Management

• Ensure compliance with risk management strategies, plans and activities.
• Understand the concept of risk management and bring risk issues on client assignments to the notice of the manager/supervisor.

Knowledge Management

• Support knowledge sharing efforts and continually improve processes so that the work team can capture and leverage knowledge on an ongoing basis.

Attributes/Technical Skills

• Experience working on advisory mandates for Private equity/MA/IPO/Government advisory.
• Strong team player with experience working in a dynamic organisation and able to build bridges between the different stakeholders within the organisation.
• Strong leadership skills.
• Ability to think outside of the box, to challenge the status quo.
• Strong communication and influencing skills; collaborative and a team player.

Relevant Experience/Qualification

• Minimum 5-8 years of working experience in Investment banking/Consulting.
• Exposure to Business development, execution of Equity deals, Financial Modeling, and/or primary secondary research.
• Expertise in macro-economic research and identification of KPIs/SWOT.
• Good working experience in financial modeling, preparation of marketing collaterals, and investor relationships.
• Excel, Word, PowerPoint and writing presentation skills.
• Bachelor's degree in Finance a must; Chartered Accountant / CFA preferred.