Senior Analyst - Sell Side - Real Estate - Investment Advisory Firm - CA

CA 1st Attemptand2ndAttempt require for this Job

It is a boutique Investment Banking firm with headquarters in Mumbai and five regional offices across India. It is focused on Real Estate Vertical. It is growing the business for SME/MIDMARKET space (non-real estate - all sectors). It provides the following services on Real Estate side - Syndication (Equity/Debt), Land Intermediation services, Strategy Advisory & Asset Management. It provides the following services on SME/MID-MARKET side - Syndication - Traditional products (Working Capital/Term loan/non-fund limits), Structured Finance, Corporate Advisory, Equity Capital Raise. During the period of financial year 23-24 it plans to venture into setting up Asset Management Company to start a Real Estate Fund. In near future it plans to expand to a lending based fintech for Mid-market/SME'S. It is formed by senior erstwhile bankers & Investment Banker with extensive knowledge and experience of financing, fund raising and investments advisory.

The team has combined experience of over 5 decades in Real Estate financing and have executed transactions worth over ~INR 18,000 crores across key markets. The team has successfully executed transactions across all the services listed.

We are looking for people who:

1. Have a strong bias for action (read deal making) and value speed with a combination of perfection (read goal orientation).

2. Make decisions with this ethos: Customer > Company > Team > Me

3. Thrive in a flat and open organization

4. Are self-starters and have a natural tendency to own company and team goals (read - Greedy - greedy to learn and earn)

Why explore an opportunity ?

1. Opportunity to work with fast growing Investment Bank. It is an investment bank backed by strong knowledge of sectors it operates, Strong relationships with clients and performance of almost a decade.

2. Flat organization structure allowing for wider exposure.

3. Culture of learning & goal orientation.

4. Dynamic and creative work atmosphere along with passionate teammates and great leaders to work with.

5. You'll be instilled with the value of hard work, ownership, and self-sustainability.

6. We give you larger responsibility.

Key Individual Growth areas:

1. Enhance Deal Skills - Investment banking requires more refined skill as compared to direct lending.

2. Faster growth trajectory - Compared to larger financial institutes - this creates opportunity to be somebody rather than be a nobody in a larger institute.

3. View of Entire Market - Given nature of job - all lenders and their approach, methods and people are all visible. It gives person full insight on the full market.

Job Location: Mumbai

Sector: BANK/NBFC/FUND - Real Estate Financing, SME/MIDMARKET - BANK/NBFC

The involvement starts from the time the buy side person generates a proposal. From the time the proposal is generated by the Buy side person to the time a proposal gets sanction and get disbursed as well as fees are collected - the person will be in-charge of the full cycle control representing the sell side.

The person is a key management person who will work with the location-head / Regional Director and be responsible for the strategies and the P&L for the location (for real estate business).

Roles & Responsibilities

1. Map the entire lending scenario (be it regional offices or work along with HO for MUMBAI based lenders/credit providers). Establish and maintain strong relationships with Banks, NBFCs, Real Estate Debt/Equity Funds, Investors, etc. for successful fund raising.

2. To take control / responsibility for each deal post origination by BUY side team. Tasks would include business selection process, IM preparation, Structuring/Pitch, List of lenders, get Term- sheet/Sanctions, Work along with buy side to close the deal between Borrower/Lender, Documentation, Support Fees collection: There is a support team to support all the activities.

3. Ability to lead and manage teams and maintain strong motivation that drive results and maintain performance standards

4. Building a strong knowledge base on the sector(s) - Trends, Opportunities, Industry views, comparative deal analysis, valuation insights, etc.

Requirements, Desired Skills and Experience

1. Relevant years of experience with Banks, NBFC, RE AIF or INVESTMENT BANKS of size and repute.

2. Chartered Accountant - 1 st attempt only

3. Knowledge of real estate wholesale lending business.

4. Relevant experience & understanding, self-starter, ability to create relations, understand risk, pitch for transactions, close deals, ability to guide and manage team members, eye for deal, intent of creating sector expertise. Strong intent to learn and evolve.

5. Demonstrated leadership skills and a high degree of maturity.