AVP - Strategy & Investment - Bank

AVP - Strategy & Investment

Our client is the Strategy and Investment Team in a Bank. We are looking for someone with experience in Investment Banking across FinTech / SaaS / Digital domain to be part of the team

Job Responsibilities:

A) New investments/ divestments:

Analyse and evaluate i) new investments in new companies (mainly unlisted companies) and AIF/other funds and ii) incremental investments in/ divestments from existing investments

For investments in new companies:

1. Develop and maintain list of potential investee companies (such as FinTechs, SaaS etc) through regular engagement with various business divisions of the Bank (example: vendors to such divisions) and market research on such companies which could be of interest to any of the Banks businesses

2. Engaging such companies for their business growth and capital requirements and shortlist investment targets

3. Developing the investment thesis for shortlisted such companies, including if applicable, seeking views of the concerned Bank team/s who have a business relationship with such companies

4. Validating/ rationalizing their expectations of future business from such companies from an IC note perspective Prepare detailed investment note for each investment/ divestment for review by the Bank's Investment Committee ( IC )/BoD (in case of strategic investments), covering Industry, Company, Financial analysis, IRR analysis, investment risks, recommendation etc.

B) Complete execution of the approved investments

1. Drafting and preparation of term sheets, agreements and other documents

2. Setting the due diligence agenda and conducting due diligence

2. Co-ordination of term sheet and agreements signing, agreement stamping, due diligence, regulatory approvals and payment/ receipt of consideration and receipt/ sale of shares

3. Liasing with Legal and Secretarial teams and Compliance teams (wherever applicable) for negotiating term sheets/ share purchase agreements and preparation of forms/ other documents for submission to regulators/ investee companies and for seeking regulatory approvals/ queries on regulations and compliance etc.

C) Strategic Projects

1. On a regular basis : Tracking Bank's businesses and progress across strategic domains, such as Technology, vis-avis competitors. For example, this would include analysis of listed competitors quarterly and annual results for commentary on their strategic initiatives and tech-adoption

2. On an Irregular Basis: Assisting business heads in conceptualizing new business projects (mainly around technology) and developing their business case, including internal documentation thereof and working with strategy consultants for refining these

Monika