Senior Analyst at Meristem Securities Limited

Job Objective/Summary:

• To ensure effective & efficient deal origination, structuring, execution and closure.

Job Duties/Responsibilities:

• Company and Sector Analysis to create deal flows- deal origination.
• Preparation of proposals to drive deal origination process

• Business analysis/ financial modelling to develop innovative financing options and effective deal structuring

  • Use financial modelling to predict outcomes

  • Negotiating and structuring financial deals

  • Assess and predict financial risks and returns

• Effective liaison with the Research Unit for technical analysis and deal recognition.

• Unsolicited financial advisory: Identify companies and render advisory services to companies based on in-depth knowledge & understanding of industry developments.

• Distribution network: Maintain effective network of deal takers- PE firms, development banks, private investors, institutional investors for effective distribution of mandates originated and structured deals.

• Effective and efficient follow up/ follow through on mandates originated to ensure adequate follow through and profitable/effective deal closure.

• Relationship Management & Customer Service: 

  • Client relationship management: maintain effective flow of communication with existing and new clients

  • Maintain/ manage adequate flow of information between client companies and potential investors throughout the deal negotiation stage to ensure effective closure of on-going transaction.

  • Ensure clients’ records and transactions are handled with utmost confidentiality before, during and after deal execution.

  • Ensure effective record keeping of all details relating to transactions handled on behalf of clients for the statutory period or as dictated in the unit’s manual of operations whichever is longer.

• Provide technical support to the business development desk to spot and secure target mandates

  • Contribute to competitive bids, proposals and formal presentations

• Ensure cost efficiency and timeliness in the execution of mandates handled by the unit and provide summary report on all mandates executed upon completion for review by the unit.

• Assist in all aspects of transaction execution including transaction packaging, analysis and preparation of offer memorandum, valuation and pricing, project evaluations, liaison with transaction parties and regulators, etc.

• Networking: Ensure effective networking across the industry value chain to aid effective deal origination, structuring and financing

• Transaction tracking: Ensure adequate tracking of transaction across the industry for effective participation and traction.

• Any other responsibility assigned by the Team Lead.