A V P Investment Banking

Key Roles and Responsibilities

Support in origination and successful execution of private equity or M&A transactions

Preparation of Transaction Collaterals Teaser/ Pitch Document, Information Memorandum, Financial Model, etc

Maintain deal trackers

Track recent developments in the sector, regulations

Carry out sector research along with the reporting manager

Maintain data received from the client and organize data room during the due diligence process

Manage investor and client expectations concerning deals

Support the reporting manager in creating a BD pipeline by suggesting new client relationships that can be pursued

Experience Requirements/ Education

6-10 years of Investment Banking experience or Corporate Finance experience

MBA Finance or CPA / CFA/ CA with a minimum of 6 years post-qualification experience

Good presentation and communication skills

Comprehensive knowledge of Accounting and Finance is a must

Experience of making financial models/ valuations, etc is a must

Attention to detail, organized and thorough with a desire for continuous improvements

Strong entrepreneurial drive and a self-starter

Should have handled Transaction Collaterals Teaser/ Pitch Document, Information Memorandum, Financial Model, etc.

Having been part of closed private equity, M&A or debt syndication transactions is a plus;

Knowledge of relevant regulations (FDI, SEBI, RBI, etc.), term sheets, and shareholder agreements is a plus.