Capwise Finance - Associate/Senior Associate - Investment Banking - M&A/Private Equity

Job title: Associate / Sr. Associate - Investment Banking - M&A/Private Equity

Function: M&A/Private Equity

Location: Mumbai

Notice Period: 1 Month, 15 Days or Less

Mission Statement:

- Capwise Financial Services is looking for bright and dynamic talents committed to building relationships and delivering results for the Investment Banking division. We are interested in people with good track records during their education and, relevant job experience. Candidates will be required to build upon a demonstrable track record of both developing existing relationships and identifying new business opportunities.

- Advisory and management consulting are one of the key business units of Capwise Financial Services.

We are focused on delivering solutions and results. In an environment where excellence and achievement are recognized and quickly rewarded. We are committed to the development of our staff where monetary rewards are driven by deliverables, and an entrepreneurial approach.

- We encourage open communication within a collaborative and progressive working environment. We are keen to invest in talents who want to match our ambitions and growth plans.

What to expect from Capwise Financial Services ?

- A diverse and supportive atmosphere, where innovation and initiative are encouraged.

- A commitment to diversity, inclusion, and employee well-being.

- Opportunities to flex your intellectual and creative muscles.

- Welcoming, friendly, and professional colleagues.

- A personal development plan with clear goals for advancement.

- A meritocratic approach to promotion that rewards those who exceed expectations.

- A competitive salary, along with a performance-related bonus.

We are keen to invest in talents who want to match our ambitions and growth plans.

Benefits:

- Winning culture with a fun, friendly, and team-oriented environment

- Best remuneration market Standards

Duties & responsibilities Included but are not limited to:

- Primarily to work on the lead origination from the existing / new database of the companies in the domain of FMCG/ Consumer / Manufacturing /or any segment which may be assigned from time to time.

- Apart from the client side, also work / create a new relationship of the Investor which includes Private Equity Fund/ Buyout funds/ large conglomerates in India and Global Preliminary screening of prospective companies by analyzing their business/ financials, past performance etc. and prepare transaction material like PPT/ information memorandum/ PPT/ Financial model etc

- Assist team leader in the entire transaction from meeting company to DD agencies and ensures TAT with respect to obtaining DD report which also includes resolving queries, negotiation on compliances.

- Peer tracking and monitoring of respective industry trends, M&A transactions and macro variables driving the industry.

- Tracking financial, business, and operating performance of peers and analysis and benchmarking

of performance trends

- Monitoring macro-economic and industry trends, regulatory changes, news, events and studying research reports

- Performing qualitative and quantitative analysis of business MIS, KPIs and benchmarking with competition

- Working on Investor communication materials (Investor Presentation etc.)

- Shareholding Analytics

- Managing, updating, recording the notes of investor interactions and generation of MIS and analytical

reports

- Co-coordinating investor meetings and other investor interactions

- Engaging with various internal and external stakeholders for obtaining inputs, data, information, and

co- ordination of project work-streams

Knowledge, Skills & Competencies / Language:

Relevant Work Experience:

Minimum years of experience: 2-5 years of work experience in the Investment Banking / Companies/ Financial institution as a Business Developers/ Financial Analyst

Preferred industry experience : Investment Banking- M&A / PE / Research

Skills Required :

- Candidates are required to have a proven pedigree of demonstrable success throughout their career in IB advisory/ corporate / financial services with a record of consistently exceeding targets and expectations. We expect business and consulting experience gained within recognized financial institutions, leading Advisory firms, or a specialized boutique consultancy with -

- Cold calling / origination (Client + Investor) and sound communication skills.

- Analytical and research skills with a high degree of attention to detail along with strong understanding of finance concepts

- Ability to analyze financial statements, forecasts, models, and other business metrics

- Ability to work with unstructured data and information and structure analysis/presentations.

- Ability to think at a strategic level and a logical thought process

- Proficient in MS Power Point and MS Excel

Qualifications : Post Graduate/Specialized in Finance / CA / CFA / MBA

Location : Mumbai