Investment Banking Associate at Hreade

JOB SUMMARY

• Conducts in-depth research on the current market, manages clients’ investment portfolios, and conducts risk assessments.
• Analyzes and assesses the performance of investment portfolios and provides financial advisory services to clients on product offerings, private equity transactions, and valuations.

ESSENTIAL JOB FUNCTIONS

• Performs due diligence, research, analysis, and documentation of transactions.
• Develops and maintains client relationships and is a primary point of contact.
• Markets and executes transactions in mergers and acquisitions with clients.
• Conducts in-depth financial analysis and models to support transaction decisions.
• Prepares pitch materials, client presentations, and marketing documents.
• Collaborates with clients and investors to achieve optimal funding outcomes.
• Participates in negotiation processes, deal structuring, and term sheet development.
• Develops various types of financial models to value debt and equity for mergers, acquisitions, and capital-raising transactions.
• Manages data rooms and coordinates cross-functional teams to facilitate successful M&A transactions.
• Stays updated with market trends, industry developments, and regulatory changes to provide insights and inform strategic decisions.
• Performs various valuation methods – comparable companies, precedents, and discounted cash flow (DCF).

EDUCATIONAL REQUIREMENT

• Bachelor’s degree in finance, economics, or a related field.
• Chartered Financial Analyst (CFA) certification.
• MBA is an added advantage.

WORK EXPERIENCE

• 3 – 5 years of experience in investing banking or private equity.
• Experience in project and infrastructure finance.
• Proven track record of leading and executing successful transactions.

KNOWLEDGE REQUIREMENT

• Strong understanding of investment banking principles, financial analysis, and deal execution processes.
• Proficiency in financial modeling, valuation techniques, and market research.
• Proficiency in financial software and tools.
• Proficiency in the Microsoft Office Suite.

SKILLS REQUIREMENT

• Analyzing.
• Writing and reporting.
• Deciding and initiating actions.
• Persuading and influencing.
• Learning and researching.
• Formulating strategies and concepts.
• Adapting and responding to change.
• Adhering to principles and values.