AVP - Client Coverage - Investment Banking
Job description
Deal Execution
1. Be part of Transaction Execution team
2. Prepare financial models for each deal
3. Lead preparation of Financial models, Pitch books Investment Memorandums
4. Prepare financial analysis including trading / transaction comparable, financial benchmarking etc.
Client Coordination
1. List all the information and documents needed from client based on investors requirement
2. Lead client coordination for receiving the said documents and information
3. Demonstrate strength and experience in client requester relationship while gathering information / knowledge from client
Banker's / Investor Coordination
1. Regular banker / investor co-ordination to understand and discuss initial queries viz-a-viz client queries
2. Provide all required documents / information on time as per required quality
3. Coordinate meetings if needed
4. Handholding the Due Diligence and Information process with Big4, Legal, Valuation, Investors team
Quality Timelines Management
1. Review and verify the documents prepared by Analysts and ensure quality of outgoing documents
2. Ensure project timelines are met
Team Supervision
1. Guide team members in pitch book preparation / IM preparation etc.
2. Resolve queries of team while preparing documents
Support Business development team / leaders
Support BD leads / team in providing any research paper / industry information etc.
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Deal Execution
1. Be part of Transaction Execution team
2. Prepare financial models for each deal
3. Lead preparation of Financial models, Pitch books Investment Memorandums
4. Prepare financial analysis including trading / transaction comparable, financial benchmarking etc.
Client Coordination
1. List all the information and documents needed from client based on investors requirement
2. Lead client coordination for receiving the said documents and information
3. Demonstrate strength and experience in client requester relationship while gathering information / knowledge from client
Banker's / Investor Coordination
1. Regular banker / investor co-ordination to understand and discuss initial queries viz-a-viz client queries
2. Provide all required documents / information on time as per required quality
3. Coordinate meetings if needed
4. Handholding the Due Diligence and Information process with Big4, Legal, Valuation, Investors team
Quality Timelines Management
1. Review and verify the documents prepared by Analysts and ensure quality of outgoing documents
2. Ensure project timelines are met
Team Supervision
1. Guide team members in pitch book preparation / IM preparation etc.
2. Resolve queries of team while preparing documents
Support Business development team / leaders
Support BD leads / team in providing any research paper / industry information etc.