Anand Rathi - Associate/Senior Associate - Front End Investment Banking

Associate/Senior Associate - Front End Investment Banking

Key Responsibilities:

Deal Execution:

- Managing all aspects of the deal process, collaborating with internal teams and external stakeholders and ensuring that each stage is handled with precision.

- Oversee the development of pitch books for various equity transactions. Ensure content is compelling, consistent and tailored to the specific audience (investors, clients, internal stakeholders).

- Guide the structure and flow of presentations, ensuring they are clear, persuasive and aligned with the client's strategic goals.

- Ensure that all outputs are aligned with internal standards, addressing any issues or feedback before delivering the final version to the client.

- Provide strategic insights into financial projections, scenario analysis, and valuation metrics.

- Present the analysis done by Analyst in a meaningful way - Conduct in-depth industry research to identify trends, opportunities, and risks.

- Develop insights to support deal origination and client decision-making

Leadership & Team Development:

- Guide and mentor the team through all stages of pitch book development from brainstorming and idea generation to final execution

- Collaborate with Analysts and junior team members to ensure deliverables meet the highest standards.

- Mentor junior team members, fostering a culture of excellence and learning.

Stakeholder Communication/Client Management:

- Provide clear updates to clients and internal stakeholders on progress, key milestones, and any strategic changes or opportunities.

- Ensure that all communication, both internal and external, is clear, concise and professional.

- Support ETL/Directors in relationship management and deal structuring

Business Development:

- Lead discussions with prospective clients, presenting the firm's capabilities, and understanding client needs to build strong relationships. Proactively engage in business development calls and client meetings.

- Contribute to deal origination by preparing client proposals, market analyses, and engaging in idea generation.

- Maintain and build client relationships, acting as the key point of contact for both current and potential clients.