Vice President - M&A Advisory - BFSI

Vice President (M&A Advisory)

Introduction to Advisory Business :

Client's Financial Markets Advisory (- FMA- ) group provides counsel to financial institutions, regulators, and government entities on their most critical and often most complex financial issues. The broad set of capabilities within FMA seeks to combine asset expertise and capital markets knowledge with practical, results-oriented consulting and advisory skills. The group typically works with senior management at top financial institutions, official institutions and market intermediaries and utilities around the globe, with a focus on their balance sheet and capital markets exposures as well as a wide range of other strategic, regulatory and operational challenges.

Some of our notable assignments include:

Performing diagnostic exercises on the Greek and Irish banking sectors, with results feeding into critical decisions for the banks, the sovereigns, and the investment community

Advising a European bank on strategy and execution of non-performing loan management across Retail and Commercial asset classes, aiming towards maximization of recoveries and minimization of capital impact

Being selected by the Federal Reserve Bank of New York to manage $80 billion in assets related to the rescue operations for Bear Stearns and AIG

Advising one of the world's largest banks on the disposition of a business unit, and liaising with prominent private equity firms involved in the M&A process.

The FMA group was established in 2008, within BRS, to address the unique challenges that arose globally as a consequence of the financial crisis. Since its founding, FMA has completed over 380 assignments for over 190 unique clients in 25 countries. The FMA team is regularly called upon to address our clients most unique challenges including engagements focused on risk advisory, transaction support, portfolio workout, valuation & risk assessment, strategy, etc. FMA uses financial, experiential, educational and promotional incentives to attract, retain and develop some of client's most outstanding talent. The FMA group is comprised of 220 professionals located globally, principally in New York, London and Gurgaon, India with additional staffing in Dublin, Washington D.C., and Charlotte. As part the FMA group operates behind an informational barrier separating it from the firm's traditional portfolio management activities. This creates a conflict-avoidant environment and further serves to protect client data and proprietary information.

Responsibilities Include :

A Vice President within FMA will work in a team environment to develop and implement solutions that address our clients- business needs. Our client base includes some of the largest, most sophisticated financial institutions in the world, as well as government institutions across the globe, providing our Vice Presidents with diverse and challenging work experiences. The Vice President role will provide significant opportunities for the successful candidates to exhibit both their quantitative and qualitative analytical capabilities across multiple asset classes, as well as balance sheet and risk related topics. The focus is a global role and will span across the group's key five practice areas :

- Strategic Consulting

- Financial Institutions

- Official Institutions

- Transaction Support

- Markets

The role will offer material opportunities for ownership and responsibility for production of key mandated client deliverables as well as participation in the drive to secure new client mandates through the production of presentations and other materials. Additionally, the Vice President role will provide the candidate significant opportunities to participate in the growth of clients business. This role will also provide scope for deepening experience in directing, mentoring and developing junior team members.

Specifically, a newly hired Vice President will be expected to :

- Advise clients on high-profile mandates in the financial industry with regards to complex balance sheet, risk management and strategic issues.

- Liaise with the global team and serve as project manager for our client mandates across multiple internal teams and a variety of different work streams.

- Manage teams and direct reports and be accountable for the quality of the project work performed by them Source, train and develop talent.

- Serve as a senior team member of our asset class teams or analytics teams on specific mandates requiring a quantitative/analytical approach

- Provide estimates & insights related to the staffing of resources across projects.

- Design, review and edit presentations and reports related to the pitching of new business and communication and documentation of project results.

- Support quantitative analysis and problem solving for client engagements

- Escalate potential issues, as they arise, to senior management

- Mentor junior team members to facilitate their continuous learning and development

- Contribute to the success of the overall team in the One organization model.

- Enforce client's fiduciary culture of providing the highest quality service to our clients.

- Connect and collaborate with other FMA members globally in close partnership to generate top quality work product and client deliverables.

Qualifications :

The ideal candidate will possess :

- Over 6 years of relevant professional experience in consulting, finance, or official institutions

- Strong analytical and strategic thinking with dynamic, engaging style, and exceptional written and oral communication skills

- An in-depth understanding of the banking sector and knowledge across different asset classes. Must possess in-depth knowledge of financial markets, current macro-economic events, and financial products (fixed income, equity, derivatives)

- Strong ability to interpret & explain complex problems related to Financial Institutions, Banks & Markets using financial statements, research publications, market info and other client proprietary material

- Strong ability to understand capital structure, funding profile, asset-specific risks, and performance of Financial Institutions

- Strong quantitative skills using Excel, & excellent presentation skills using PowerPoint

- Ability to influence results through others without necessarily having formal authority as well as the capability to build solid relationships with cross-functional partners

- Capability to take an innovative approach to developing solutions; prior strategic and solutions oriented experience desirable.

- Proven track record in leading projects and teams

- Experience in sourcing, training and developing talent

- Proven track record of success in a fast-paced and goal-oriented environment

- Collaborative, partnership-oriented spirit, ensuring overall business success

- M.B.A. in Finance; or, Bachelors in relevant field (C.F.A or progress towards is desirable)

Other personal characteristics :

- Unquestioned integrity and the highest ethical standards

- High levels of demonstrated ownership over work product and project engagement

- A sincere passion for the financial markets and a self-determined drive to achieve superior performance.

Gurpreet