Associate

Role & responsibilities

• Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps
• Identifying potential targets/buyers for M&A deals
• Working on Financial Models, DCF, LBO, and Football field analysis
• Performing secondary research through the web and available databases to prepare investment decks
• Interacting with the client for project coordination,
• Be responsible for quality check and client deliverable
• At least 4 years of experience in Private Equity/Investment Banking
• End to end knowledge of PE/IB deal and key products
• Deep understanding of all investment banking products and requirements
• Experience in preparing pitch books, profiles, screening for targets/ buyers, sector reports, trading and transaction comps, as well as investment memorandums
• Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario analysis, DCF valuation, capital structure modelling, LBO and merger modelling
• Strong in working on unstructured and open-ended requests
• Prior experience of working and communicating with clients and various stakeholders
• Knowledge of databases such as Bloomberg, CapIQ, Pitchbook, Reuters, FactSet, and Merger market
• Excellent in MS PowerPoint and MS Excel
• Work with sales teams on business development activities
• Participate in new client discussions, conduct workshops and demos
• Transition new engagements from client site to SGA
• Manage staffing and attrition for allocated teams
• Conduct on the job and off the job trainings for the team members

REQUIRED SKILLSET

• MBA Finance / CFA level 2+
• Self-driven and Dynamic
• Able to think out-of-box and come up with innovate ideas
• Excellent written and oral communication skills in English
• Results oriented, Problem-solving skills If you think you will meet our requirements, then we look forward to meeting you