Job Title:  Financial Advisory International - CFA - DM - Deal Origination

Job requisition ID ::  47929
Date:  Sep 19, 2022
Location:  Mumbai
Designation:  Deputy Manager
  • Assisting onshore team with the day to day management of transactions which includes preparation of pitch material, information memoranda, management presentations, valuation analysis, etc.
  • Identifying sector opportunities with support from onshore team
  • Write and prepare transaction related documentation and marketing materials including teasers, pitch documents, profiles on financial sector players, and market data and analyses
  • Strong industry research supporting specific client engagements and marketing opportunities
  • Taking complete responsibility to prepare internal FS sector dashboards/newsletter and client communications
  • Deliver and manage projects on various financial services initiatives and products including company profiles, industry dashboards, news runs, discussion documents, etc.
  • Build financial models, including relative valuation and other valuation assessments including Discounted Cash Flow (DCF) and Leverage Buyout (LBO) analysis
  • Takes complete ownership of project by delivering quality output on a timely basis; ensures all end deliverables are thoroughly reviewed and are of highest quality
  • Serve as critical member in the execution of research and advisory projects
  • Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution


Education / Experience Requirements


  • Financial Services (FS) exposure or experience gained either as an advisor or auditor within a professional services firm, consultancy or investment bank
  • Superior understanding of financial markets, banking, insurance, loan agreements and other relevant financial knowledge such as industry benchmarks (KPI’s), industry performance metrics, etc.
  • Capability to contribute towards development and implementation of often innovative and bespoke M&A strategies for each advisory pitch or transaction
  • Excellent numeracy skills with keen attention to detail and the ability to absorb and interpret large amounts of data quickly
  • Experience / exposure with working knowledge on valuation methodologies (Comparable analysis, DCF, WACC, Debt analysis, sensitivity analysis)
  • Strong academic qualification (Qualified Chartered Accountant, Certified Financial Analyst, Certified Public Accountant, Masters in Finance) from an accredited college/university preferred
  • Proficiency with financial research tools; experience of using databases such as Bloomberg, Capital IQ, Factiva, Thomson One, etc.
  • Strong knowledge of Microsoft Office (Excel and PowerPoint)
  • Client and team focus, with ability to work quickly and establish effective working relationships