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Investment Banking Specialist

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Deloitte

Oct 14, 2024

  • Job
    Full-time
    Junior & Mid Level
  • Consulting
    Banking & Finance
  • Mumbai

AI generated summary

  • You must be CA/MBA qualified, with 2-4 years in investment banking, strong Excel/modeling skills, attention to detail, and fluency in English. Prior experience at premier firms preferred.
  • You will execute transactions, generate leads, assist with sector coverage, ensure quality deliverables, guide teams, and manage client engagements in the financial services sector.

Requirements

  • Desired qualifications
  • CA qualified / MBA (CFA and premier university preferred)
  • 2 to 4 Years of relevant investment banking, equity research or private equity experience in the Financial Services’ sector
  • Deep understanding of companies and transactions in the financial services sector, as also of key metrics and industry benchmarks in the sector
  • Excellent academic track record
  • Strong report writing and reviewing skills, with an appropriate focus on attention to detail, conciseness and risk management
  • Strong excel skills - quick and accurate manipulation of data
  • Strong financial modelling skills and ability to own the model throughout the transaction process
  • Strong commercial acumen and market awareness
  • Good understanding of transaction documents and key negotiation items
  • Focused on high quality service
  • Fluency in written & verbal English
  • High commitment to deliver on every transaction process
  • Ability to multitask on multiple engagements
  • Candidates from other premier Investment Banks or Big 4 will be preferred

Responsibilities

  • End to end transaction execution.
  • Generate ideas and leads for new projects, and products and support on business development in the areas of banking, NBFCs, insurance, asset management, fintech, and other financial services’ sub-segments.
  • Assist the team in coverage of selected sectors, financial products, trends, valuations, preparation of thought leadership.
  • Ensure high quality deliverables.
  • Guide the team and show an extremely high level of commitment for driving transaction / project closures.
  • Your role as an Executive focused on the Financial Services sector, will focus on the management and delivery of client engagements. In this role, you will develop high-performing people and teams, leading and supporting them to make an impact that matters, and setting the direction to deliver exceptional client service.

FAQs

What is the job title for this role?

The job title is Investment Banking Specialist, specifically a Deputy Manager in the Corporate Finance team at Deloitte.

What are the primary responsibilities of a Deputy Manager in this role?

The primary responsibilities include end-to-end transaction execution, generating ideas and leads for new projects, assisting with sector coverage, ensuring high-quality deliverables, and guiding the team to drive transaction closures.

What qualifications are required for this position?

Required qualifications include being CA qualified or holding an MBA (preferably with CFA) from a premier university, along with 2 to 4 years of relevant experience in investment banking, equity research, or private equity in the financial services sector.

Is prior experience in investment banking necessary?

Yes, candidates should have 2 to 4 years of relevant investment banking, equity research, or private equity experience, preferably in the financial services sector.

What skills are emphasized for this role?

Important skills include financial modeling, strong report writing and reviewing skills, excellent Excel skills, commercial acumen, understanding of transaction documents, attention to detail, and the ability to multitask on multiple engagements.

Where is this position based?

The base locations for this position are Mumbai, Delhi, and Bangalore.

Does this role require travel?

Yes, the position involves frequent traveling to client locations.

What is the working environment like for this role?

Deloitte adopts a hybrid approach to work, allowing for a combination of remote and in-office collaboration tailored to the unique needs of each domain.

What traits are expected from someone in a Deputy Manager role?

Candidates are expected to be inspiring, committed, agile, skilled in building diverse capabilities, persuasive, collaborative, analytical, and effective communicators, among others.

How does Deloitte support employee growth within this role?

Deloitte encourages employees to take ownership of their careers, providing opportunities for leadership, global mobility, and cross-business learning to shape unique and fulfilling career paths.

What is Deloitte's stance on inclusion within the workplace?

Deloitte values and respects individuals for who they are, ensuring everyone is trusted to add value to their teams and communities, fostering an environment of inclusivity.

How does Deloitte approach employee well-being?

Deloitte focuses on a 360-degree approach to employee happiness, addressing specific needs related to accessibility, flexibility, safety, and security within their workspaces and initiatives.

Will there be an opportunity for business development in this role?

Yes, the role involves supporting business development in areas such as banking, NBFCs, insurance, asset management, fintech, and other financial services sub-segments.

Is there an opportunity to make a social impact through this position?

Yes, Deloitte emphasizes making an impact that matters, allowing employees to engage in solving complex business problems while supporting communities and societal needs.

Consulting
Industry
10,001+
Employees
1845
Founded Year

Mission & Purpose

Deloitte, as one of the Big 4 global professional services firms, offers a comprehensive range of services including audit, tax, consulting, and advisory solutions to clients worldwide. Their ultimate mission is to deliver exceptional value to their clients by helping them navigate complex challenges, achieve sustainable growth, and stay ahead in an ever-changing business landscape. Deloitte's purpose lies in making an impact that matters and contributing to the success and well-being of their clients, people, and communities. With a team of skilled professionals and a commitment to innovation and collaboration, Deloitte strives to shape the future of business and create positive, lasting outcomes for their stakeholders.

Culture & Values

  • Lead the way

    We are not only leading the profession, but also reinventing it for the future. We are also committed to creating opportunity and leading the way to a more sustainable world.

  • Serve with integrity

    By acting ethically and with integrity, we have earned the trust of clients, regulators, and the public. Upholding that trust is our single most important responsibility.

  • Take care of each other

    We look out for one another and prioritize respect, fairness, development, and well-being.

  • Foster inclusion

    We are at our best when we foster an inclusive culture and embrace diversity in all forms. We know this attracts top talent, enables innovation, and helps deliver well-rounded client solutions.

  • Collaborate for measurable impact

    We approach our work with a collaborative mindset, teaming across businesses, geographies, and skills to deliver tangible, measurable, attributable impact.