Key Result Areas:

• Create detailed financial models for valuation; prepare marketing documents and materials
• Create marketing pitch materials and management presentations; prepare documentation for M&As and strategic alternatives; evaluate risk and return parameters for transactions
• Perform detailed financial quantitative analysis; pitch investing deals to potential clients
• Solicit potential investors; find and follow leads for qualified clients and investors
• Research industry, market, and other variables; support senior leadership as needed
• Manage client portfolios, evaluating profitability and conducting financial transactions.
• Attend meetings with clients and prepare presentations providing an overview of clients' investment portfolios.
• Analyze investment strategies, identify potential investments, and conduct risk assessments
• Responsible for the efficient, accurate, profitable and risk-free clearing and settlement of bank transactions for corporate and government clients
• Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions; perform various valuation methods
• Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
• Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations and pitchbooks
• Develop relationships with new and existing clients in order to expand the business
• Perform due diligence, research, analysis, and documentation of live transactions; create presentations for client portfolios.

Key Highlights:

• Any existing systems/ processes streamlined???? Results obtained????
• Major assignments handled????
• Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
• Awards/appreciation letters received???? Other relevant achievements????