Investment Banking- FIG sector

Nuvama Wealth And Investment; Mumbai; On-site; INR 2,300,000 - 3,300,000; Full time

Job summary

Nuvama Wealth And Investment in Mumbai is seeking a Senior Associate to assist in executing financial transactions, performing financial analysis, due diligence, and preparing presentation materials. You will collaborate with cross-functional teams to provide strategic insights in deal origination and help clients achieve their financial goals.

You will support bankers in business development from origination to closure, draft client pitches, analyze financial statements, maintain financial

Qualifications

• MBA/PGDM in Finance from a reputed institution.
• CA or CFA qualifications are preferred.
• 4–6 years of investment banking experience, with exposure to FIG/ Financial Institutions Group.
• Strong financial modelling, valuation, and financial statement analysis skills.
• Proficiency in Excel and PowerPoint; familiarity with financial databases.

Responsibilities

• Support Senior Bankers in business development activities: deal origination to execution to closure.
• Draft client pitches and enable in winning the mandate.
• Analyze and understand financial statements.
• Maintain and prepare financial models with sector knowledge.
• Support ideation of Investment Banking transactions and track industry trends.
• Conduct industry and company-specific research including thought leadership.
• Attend client meetings and drafting sessions.
• Coordinate with internal teams, clients, legal advisors, other banks, regulators, and transaction stakeholders.

Skills

Financial modelling

Valuation

Financial statement analysis

MS Excel

PowerPoint

Analytical skills

Stakeholder management

Presentation skills

Education

MBA/PGDM in Finance

CA/CFA preferred

Tools

Bloomberg

FactSet

Capital IQ

Mergermarket

VCCEdge

MS Excel

PowerPoint

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

Role & responsibilities

• Support Senior Bankers in business development activities: Actively being involved from deal origination to execution to closure. Drafting client pitches and enabling in winning 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.

Preferred candidate profile

• MBA/PGDM in Finance from a reputed institution and/or a professional qualification such as CA/CFA preferred.
• 4 to 6 years of relevant Investment Banking experience, with exposure to the FIG/Financial Institutions Group 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.