Primary Responsibilities and Accountabilities :
- As a senior member, the person would be providing Transaction Advisory services to Global TAS Capital & Debt Advisory leaders
- Responsible for leading client interactions, delivery, and relationship building with TAS Global leaders
- Support the Debt Capital Market team in preparing Pitch Books, Opportunity Papers and Proposals for bond origination and road show presentations
- Perform Company research and Financial analysis, including Capital Structure analysis, Indenture Analysis and Financial modeling
- Perform deal screening, pricing of new capital market issuances based on current market trends, peer performance analysis, debt comps and maintain deal database
- Performing credit research / analysis on corporates or debt instruments
- Track loan and bond market movements including providing insights on Debt Capital Markets
- Manage a team of 6-8 people
- Measure, monitor and improve client service by closely collaborating with the client and guiding team members and driving excellence in service delivery
- Focus teams on the key priorities while working on and managing several medium-size projects
- Ensure smooth service delivery within the defined geographical area
- Ensure that team members deliver quality service as per client's needs and priorities
- Partner with internal and external clients to improve processes
- Work with project leaders to analyze resource needs and gaps across locations, and devise alternative ways forward
- Assign people to projects based on their skills, career goals and client's expectations
- Provide team members with accurate and useful guidance in technical areas of high risk and complexity
- Act as a counselor for team members
- Participate in goal setting, performance appraisal and management of counselees
- Identify L&D requirements of counselees
- Travel on assignments abroad, as required
Competencies / Skills :
- Strong exposure working in Debt Capital Market and/or Credit research
- Should have extensive knowledge of debt markets
- Strong working knowledge in preparing Proposals, Pitch books, Industry research, Company research, Opportunity Memos, Credit research
- Have good knowledge of valuations principles and financial statements
- Strong financial research and analytical skills
- Good communication skills both written and verbal
- Knowledge of debt/fixed income related databases including LCD comps, Loan connecter, Debt Wire, Markit, Bloomberg etc
- Be proficient to search/source right information from relevant sources
- Perform QC reviews and ensure that the output delivered is of utmost quality
- Coach and mentor team members on technical skills and soft skills
- Manage communication with the on-site teams, and provide thought leadership ideas on scope of work
- Manage own time to budgets and communicate progress against plan
- Act as a counselor for four-five team members (CAs and MBAs)
- Participate in goal-setting, performance appraisal and management of counselees
- Actively promote the sharing of knowledge within the group
- Be organized and structured in the completion of tasks
- Contribute pro-actively to building team spirit
Education & Experience :
- MBA/PG Diploma (Fin) or Post Graduate Diploma in Finance or CFA - Level 3 passed or CA with 6 to 8 yrs relevant experience
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