Senior Investment Banking Professional executing and managing equity and debt transactions. Conducting research, preparing financial models, and advising clients in the BFSI sector.
Responsibilities
Originate, execute, and manage equity / debt transactions
Conduct comprehensive industry and company-specific research to support deal execution.
Prepare detailed financial models, valuation analyses, and investment memos.
Lead due diligence processes, coordinating with legal, tax, and regulatory teams.
Manage client relationships, ensuring high levels of client satisfaction and retention.
Provide strategic advice to clients on capital raising and M&A opportunities.
Stay updated with market trends, regulatory changes, and industry developments affecting the BFSI sector and relevant sub-sectors.
Mentor and guide junior team members, contributing to their professional growth and development.
Requirements
Bachelor's degree in Finance, Economics, Business Administration, or related field; MBA or equivalent preferred.
Minimum 7-14 years of progressive experience in Investment Banking, with a focus on equity deals.
Strong understanding of financial modeling, valuation techniques, and transaction execution.
Proven track record of successfully closing equity transactions in the BFSI sector, including FinTech, Consumer, Healthcare, or Education.
Excellent interpersonal and communication skills, with the ability to interact effectively with clients and internal stakeholders.
Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities and deadlines effectively.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and financial modeling software.
Risk Analyst focusing on investment risk analytics and data integration. Collaborating with technology teams and ensuring accuracy in Key Risk Indicators and reporting.
Support role at Sicredi facilitating exchange and foreign trade operations with cooperatives and members. Focus on problem resolution, multitasking, and strong communication.
Senior Financial Analyst providing pricing and analytical support at Latham & Watkins. Leading pricing strategy and financial analysis to meet firm objectives.
Senior Financial Analyst at PagBank managing financial reconciliations for loan products. Ensuring data integrity and maintaining financial controls for operational excellence.
Senior EVM Cost Analyst ensuring cost, schedule, and performance integrity on aerospace projects. Lead reviews and manage metrics in a hybrid role based in Richardson, Texas.
Intern supporting financial and administrative tasks in energy management company located in Brazil. Responsibilities include assisting with reports, managing accounts, and organizational support.
Financial Relationship Analyst at Localiza&Co supporting operational and financial indicator maintenance and payment systems analysis. Engaging with technology and operations departments to optimize payment processes and organizational efficiency.
Finance Coordinator overseeing financial operations including budgeting and team leadership at Minha Biblioteca. Focus on compliance and strategic financial support in São Paulo.
Aspiring Financial Adviser at Old Mutual guiding customers to meet financial needs. Engaging in sound financial planning and providing tailored financial solutions.