Nuvama Group

The Corporate Institute; Mumbai; On-site; INR 2,000,000 - 3,200,000; Full time

Job summary

The Corporate Institute is seeking a Senior Associate to assist in execution of financial transactions, perform due diligence, and develop client-ready materials. You will collaborate with cross-functional teams to deliver strategic insights in deal origination.

Responsibilities span financial modelling, industry research, client meetings, and coordination with lawyers and regulators to drive mandates to closure.

Qualifications

• MBA/PGDM in Finance from a reputed institute; CA/CFA preferred.
• 4–10 years of investment banking experience with exposure to the FIG/Financial Institutions Group sector.
• Strong expertise in financial modelling, valuation, and financial statement analysis.
• Proficiency in MS Excel and PowerPoint; familiarity with financial databases.

Responsibilities

• Support deal origination to closure with senior bankers.
• Draft client pitches and assist in winning mandates.
• Analyze and interpret financial statements.
• Prepare and maintain financial models with sector inputs.
• Support ideation of IB transactions and track industry trends.
• Conduct industry and company research and thought leadership.
• Coordinate with internal teams, clients, legal advisors, banks, regulators.

Skills

Analytical skills

Communication skills

Presentation skills

Stakeholder management

Education

MBA/PGDM in Finance

CA/CFA preferred

Tools

MS 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. 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.

Key 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 and 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 and Experience:

• MBA/PGDM in Finance from a reputed institution and/or a professional qualification such as CA/CFA preferred.
• 4 – 10 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.