Job Description

JD : Client Associates (Analyst/Senior Analyst - Investment Banking)

Experience level : 1-3 years of relevant industry experience

Location : Gurgaon

Education : MBA from a premier business school /MBA-Finance, CFA preferred, MBA Finance

About us :

- Client Associates (CA) is India's first and largest - Multi Family Office Firm- founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

- Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the

- Best Team of Private Bankers- in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories :

1. Winner - Best Multi Family Office- In India at the AIWMI, India Wealth Awards 2018

2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008

3. Winner of Citywealth Asian Family Office of the Year, 2011

4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &2009

:

The position is a front-facing analyst/senior analyst role in CAIB. We are looking at graduates with 1-3 years of work experience in buy/sell side roles for the analyst position (if you have the relevant knowledge, lack of experience won't be a limiting factor to your candidature). Candidates should be comfortable with accounting and have a strong understanding of financial statements & valuation. Candidates with experience in building out detailed financial models will be given preference. We also expect our analysts to have a strong academic background, be articulate, have good written communication skills, and have a good working knowledge of MS PPT & Excel. You can look forward to an entrepreneurial setup, flexibility in executing things differently, and most importantly, being a valued team-member of a fast-growing boutique investment banking practice.

What you will do on a daily basis:

Transaction Execution:

- End-to-end execution of transactions under guidance from colleagues

- Prepare high quality financial models, pitch-books, information memorandums, presentations, & other communication materials for clients and investors. Respond to on-going investor queries on live deals

- Work on deal closure documents including term sheets, SSA, SHA and other legal documents

Client and Stakeholder Management:

- Interact with clients/entrepreneurs on a daily basis, understand their key concerns and address them with colleagues, modify & incorporate in deal messaging accordingly

- Help clients streamline their overall data packet, including but not limited to their MIS, historical financials, other company related information

- Build long-term relationships with stakeholders - including investors, individual HNIs, fund managers etc.

Deal Sourcing/building knowledge assets:

- Build industry and company investment thesis: Conduct research & analysis on different industries, competitive dynamics, macro-factors, and positioning of different players within the chosen

Candidate Profile :

- Should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com - Economic Hons.

- Should have considerable skills in office tools like Excel, PowerPoint, etc.

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a team player.

- Should be a self-starter; focused and driven to succeed; result orientated.

- Organized and disciplined with ability to manage expectations.

- Should have the DNA for client centricity and quality.