Investment Banking Associate
Current• Advising clients on Private Equity (PE), Mergers & Acquisitions (M&A) & Corporate Finance Advisory• End-to-end execution of transactions• Preparing end to end financial models, pitch-books, information memorandums, presentations, & other communication materials for clients and investors• Working on deal closure documents including term sheets, SSA, SHA and other legal documents• Interacting with clients/entrepreneurs on a daily basis, understanding their key… Show more • Advising clients on Private Equity (PE), Mergers & Acquisitions (M&A) & Corporate Finance Advisory• End-to-end execution of transactions• Preparing end to end financial models, pitch-books, information memorandums, presentations, & other communication materials for clients and investors• Working on deal closure documents including term sheets, SSA, SHA and other legal documents• Interacting with clients/entrepreneurs on a daily basis, understanding their key concerns and addressing them in deal messaging accordingly• Helping clients streamline their overall data packet, including but not limited to their MIS, historical financials, other company related information• Building long-term relationships with stakeholders - including investors, individual HNIs, fund managers etc.• Conducting research & analysis on different industries, competitive dynamics, macro-factors, and positioning of different players within the chosen industry• Pro-actively Identifying opportunities & support the team in origination & conversion of leads Show less
