Investment Banking Analyst - Mumbai - India

Plante Moran; Maharashtra; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Plante Moran is seeking an analyst in India to support the investment banking M&A team with data analytics, financial analysis and market research. The role involves preparing data-driven components for transactions, and formatting results for client-ready presentations for teams in India and the U.S.

The candidate will contribute to data summarization, financial modeling, market insights and investor research while supporting client pitches and ad hoc research tasks.

Qualifications

• Bachelor's or Master’s Degree in Accounting or Finance.
• IPCC/PE II cleared and/or MBA Finance would be preferred.
• Two years+ post-qualification experience with demonstrated knowledge of working in a similar function.

Responsibilities

• Data Analytics: Prepare and summarize data from raw client outputs in a presentation-friendly format.
• Financial Analysis: Assist in building financial statements from trial balances and analytics.
• Market Research: Conduct comprehensive market research to identify trends and dynamics.
• Client Presentations: Help prepare client presentations and pitch materials.
• Buyer Research: Perform in-depth buyer research to assess prospective investors.
• Other ad hoc research and presentation tasks.

Skills

Data analytics

Financial analysis

Market research

Client presentations

Research databases

Business writing

Time management

Education

Bachelor's or Master's in Accounting or Finance

IPCC/PE II cleared

MBA Finance

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Within our investment banking group, our team focuses on providing merger and acquisition services to companies throughout North America and Europe. Since our inception, we have successfully completed more than 250 financial advisory engagements for a wide array of clients in virtually every business sector.

Who We Are.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.

Our Team Of Professionals Has More Than 230+ Years Of Industry Experience And Is Organized By Industry, With Specializations In Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, And Healthcare. We Bring Up-market Analysis, Strategy, And Capability To The Middle Market By

• Fostering a deep and trusting relationship with each client.
• Providing continuous senior level involvement throughout the process.
• Developing supported positioning points aligned with value drivers and growth opportunities.
• Identifying potential impact risk factors and creating mitigating strategies.
• Leveraging the deep industry experience.
• Providing on-the-ground global coverage through our international colleagues through Corporate Finance International.

As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.

Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

Your role.

Responsibilities

This position will assist in preparing various analytical and data-driven components for the development of M&A transactions. The candidate will be responsible for conducting various tasks in a format desired by the team in India and/or United States. These tasks include:

• Data Analytics: Preparation and summarization of data from raw client outputs in a more presentation-friendly and discernible format
• Financial Analysis: Assist in aspects of financial modeling including building financial statements from trial balances, and compiling and formatting financial statement analytics
• Market Research: Conduct comprehensive market research to identify and summarize key market trends and industry-specific dynamics
• Client Presentations: Assist in the preparation of client presentations and pitch materials
• Buyer Research: Perform in-depth buyer research to assess the suitability of prospective investors
• Other ad hoc research and presentation tasks

Education & Experience.

• Bachelors’ or Master’s Degree in Accounting or Finance
• IPCC/PE II cleared and /or MBA Finance would be preferred
• Two years+ post-qualification experience with demonstrated knowledge of working in a similar function

The Qualifications.

• Efficient use of research databases
• Business writing acumen to include proper grammar, style, and presentation
• Thorough financial statement analysis skills
• Strong analytical skills
• Outstanding time management and organization skills
• Superior attention to detail and conscientious quality of work product
• Ability to work under minimal supervision

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

The specific statements above are not intended to be all-inclusive.