CA/MBA/B.E.; 1-3 yr; Financial Analyst - Investment Banking

Job ID : 1964

About Company

The employer is a privately held investment advisor in India, with offices in Mumbai.

It has two main businesses – 1) providing non-binding real estate investment advisory services to global institutional investors, club/commingled, discretionary funds with respect to opportunistic investments in India real estate and 2) providing portfolio management services to clients seeking to invest in public equity in India.

Job Description

Roles and Responsibilities:

Financial Modeling:

• Develop detailed financial models to analyze company financial performance, assess valuation, and project future financial trends.

Pitchbook Preparation:

• Lead the creation and design of pitchbooks for client presentations, providing compelling and insightful analysis.
• Collaborate with senior team members to effectively communicate complex financial concepts and investment strategies to clients.

Client Interaction:

• Interact with clients to understand their financial objectives and provide strategic financial advice.
• Build and maintain strong client relationships through effective communication and responsiveness.

Market Research:

• Stay informed about industry trends, market conditions, and competitor activities to provide valuable insights to clients.
• Conduct in-depth research on potential investment opportunities and present findings to the team.

Qualifications And Skills

• Postgraduate CA/MBA/BE
• 1-3 yrs experience in investment banking (mid or back office) with a focus on financial modeling and pitchbook preparation.
• Proven expertise in creating complex financial models and conducting valuation analyses.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts to clients and team members.
• Proficient in financial modeling software and presentation tools.