Investment Banking Associate

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Responsibilities

· Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.

· Perform various valuation methods – comparable companies, precedents, and DCF.

· Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.

· Deal related interaction with clients.

· Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.

· Develop relationships with new and existing clients in order to expand the business.

· Perform due diligence, research, analysis, and documentation of live transactions.

· Create presentations for as per client requirements.

· Affinity for current events, critical issues, and relevant news.· Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.

· Perform various valuation methods – comparable companies, precedents, and DCF.

· Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.

· Deal related interaction with clients.

· Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.

· Develop relationships with new and existing clients in order to expand the business.

· Perform due diligence, research, analysis, and documentation of live transactions.

· Create presentations for as per client requirements.

· Affinity for current events, critical issues, and relevant news.

Relevant Skills, Knowledge, and Experience

· Engineering / MBA / CFA (USA) / CA or equivalent education, training, and work-related experience.

· 6-7 years of experience (Associate position) in a finance or business background, particularly M&A and fund raising.

· Ability to work in a fast-paced, team-based environment with minimal supervision.

· Working knowledge of deal structuring and closing principals.

· Strong communication and networking skills.

· Impeccable research, quantitative and analytical skills, especially in explaining market events.

· Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA.

· Ability to organize and track overlapping tasks and assignments, with frequent priority changes.

· Strong financial modeling skills