Associate/Senior Associate - Investment Banking- Industrial & Infra

Nuvama Wealth And Investment; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Nuvama Wealth And Investment in Mumbai seeks a finance professional to assist in the execution of financial transactions, conduct financial analysis, due diligence, and prepare presentation materials for client pitches. The role collaborates with cross-functional teams to provide strategic insights in deal origination and help clients achieve their financial goals through rigorous analysis and modelling.

You will engage with senior bankers and analysts, supporting thought leadership, industry

Qualifications

• MBA/PGDM in Finance or CA/CFA qualification preferred.
• 4–5 years of Investment Banking experience, industrial & infrastructure sector.
• Strong financial modelling, valuation and financial statement analysis.
• Proficiency in MS Excel and PowerPoint with Bloomberg, FactSet, Capital IQ, Mergermarket, and VCCEdge.

Responsibilities

• Support in deal origination to closure by drafting client pitches and enabling mandates.
• Analyzing & understanding financial statements.
• Maintenance and preparation of financial models with sector knowledge.
• Support in ideation of Investment Banking transactions and tracking industry trends.
• Conducting Industry and Company specific research including supporting Thought Leadership initiatives.
• Attending Client Meetings and Drafting Sessions.
• Coordinate with internal teams, clients, legal advisors, other banks, regulators, and other transaction stakeholders.

Skills

Financial modelling

Valuation

Statement analysis

Excel

PowerPoint

Bloomberg

FactSet

Capital IQ

Mergermarket

VCCEdge

Education

MBA/PGDM in Finance

CA/CFA

Tools

Excel

PowerPoint

Bloomberg

FactSet

Capital IQ

Mergermarket

VCCEdge

Job description

Role Summary

The incumbent will be responsible for assisting in the execution of financial transactions. This role involves financial analysis, due diligence, client interaction, and the creation of presentation materials.

This role collaborates closely with cross-functional teams to provide clients with strategic insights in deal origination and help them achieve their financial goals.

Key Responsibilities

• Support Senior Bankers in business development activities: Actively being involved from deal origination to execution to closure. Drafting client pitches and enabling the winning of the mandate.
• Analyzing & understanding financial statements
• Maintenance and preparation of financial models with specific Sector Knowledge and inputs
• Support in ideation of Investment Banking transactions and tracking industry trends (and update Senior Bankers)
• Conducting Industry and Company specific research including supporting Thought Leadership initiatives
• Attending Client Meetings and Drafting Sessions
• Coordinate with internal teams, clients, legal advisors, other banks, regulators, and other transaction stakeholders.

Qualifications & Experience

• MBA/PGDM in Finance from a reputed institution and/or a professional qualification such as CA/CFA preferred.
• 4 to 5 years of relevant Investment Banking experience, with exposure to the Industrial & Infrastructure sector.
• Strong expertise in financial modelling, valuation, and financial statement analysis, with hands-on experience in transaction execution.
• Proficiency in MS Excel and PowerPoint, along with financial databases such as Bloomberg, FactSet, Capital IQ, Mergermarket, and VCCEdge.
• Strong analytical, communication, presentation, and stakeholder management skills.
• High attention to detail and ownership, with the ability to manage multiple priorities in a fast-paced, transaction-driven environment.