IN_Specialist2_Investment Banking_CFIB_Advisory_Mumbai

At PwC, this role focuses on providing strategic financial advisory services to clients in the financial industry, assisting them in making strategic business decisions and executing transactions effectively. Responsibilities include preparing pitches, executing deals through collateral preparation, investor outreach, due diligence, and participating in client and investor meetings. The role requires experience in deal structuring, due diligence, and financial modeling within a corporate finance context.

Must Have

• Preparing pitches / proposals for deal sourcing
• Collateral preparation (complex financial models for M&A and funding transactions, information memorandum, teasers, valuation)
• Preparation of investor long and shortlists and outreach for marketing
• Preparation of responses to investor queries during marketing and due-diligence
• Industry research for market sizing, competition landscape, trading and transaction comps, investor identification and outreach
• Joining negotiation discussions on term sheets and documentation / deal closure
• Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals
• Participation in client and investor meetings and calls
• Investment Banking skills
• Graduate education with Bachelor Degree
• 0-1 year experience

Good to Have

• Investment banking
• Accepting Feedback
• Accounting Policies
• Active Listening
• Change Management
• Client Confidentiality
• Client Onboarding
• Communication
• Compliance With Accounting Standards
• Corporate Finance
• Deal Strategy
• Deal Structures
• Emotional Regulation
• Empathy
• Financial Data Mining
• Financial Due Diligence
• Financial Forecasting
• Financial Management
• Financial Market
• Financial Modeling
• Financial Review
• Financial Services Compensation Scheme (FSCS)
• Financial Statement Analysis
• Financial Statement Preparation
• Financial Strategy

Perks & Benefits

• Reward contributions
• Support wellbeing
• Inclusive benefits
• Flexibility programmes
• Mentorship
• Equal employment opportunities without discrimination

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.

Those in deal financial services at PwC will focus on providing financial advisory services to clients in the financial industry, assisting them in making strategic business decisions and executing transactions effectively. You will apply your experience in deal structuring, due diligence, and financial modelling.

Why PWC

At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us.

At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm’s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. "

Job Description & Summary:

A career within Corporate Finance team will provide you the opportunity to deliver innovative deal solutions to our clients. We help clients across industries originate, create, execute, and realize value from deals. Our team offers strategic advice to investors and companies undertaking mergers and acquisitions or investment opportunities.

Responsibilities

• Preparing pitches / proposals for deal sourcing,
• Deal execution:
• Collateral preparation (complex financial models for M&A and funding transactions, information memorandum, teasers, valuation using different valuation approaches such as relative valuation, DCF, replacement cost, etc.),
• Preparation of investor long and shortlists and outreach for marketing,
• Preparation of responses to investor queries during marketing and due-diligence,
• Industry research for market sizing, competition landscape, research for trading and transaction comps, research for investor identification and outreach,
• Joining negotiation discussions on term sheets and documentation / deal closure.
• Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals, etc.
• Participation in client and investor meetings and calls

Mandatory skill sets:

Investment Banking

Preferred skill sets:

Investment banking

Years of experience required:

0-1 year

Education qualification:

Graduate

Education

Degrees/Field of Study required: Bachelor Degree

Required Skills

Investment Banking

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Policies, Active Listening, Change Management, Client Confidentiality, Client Onboarding, Communication, Compliance With Accounting Standards, Corporate Finance, Deal Strategy, Deal Structures, Emotional Regulation, Empathy, Financial Data Mining, Financial Due Diligence, Financial Forecasting, Financial Management, Financial Market, Financial Modeling, Financial Review, Financial Services Compensation Scheme (FSCS), Financial Statement Analysis, Financial Statement Preparation, Financial Strategy {+ 14 more}