Assistant Finance Manager – Investment Banking (IB)
Partnerverse · Indiana, United States · 1 wk ago
FinanceFull-time
Key Responsibilities
- Corporate structure & expansion: Support corporate structuring initiatives and restructuring activities. Financial evaluation of current and new business verticals. Conduct vertical-wise ROI analysis and performance tracking. Assist in expansion strategy, including domestic and international growth initiatives.
- Funding & investor relations: Support fundraising activities, including debt/equity funding documentation and coordination. Prepare investor presentations, financial models, and data rooms. Manage ongoing investor communication and timely reporting. Assist in valuation exercises and transaction advisory support.
- Financial planning & reporting: Prepare detailed financial models, budgeting forecasts, and business plans. Develop and present periodic MIS, board decks, and stakeholder reports. Conduct variance analysis and financial performance monitoring. Ensure timely preparation of various internal and external reports.
- International transactions: Manage and support international financial transactions and compliance requirements. Coordinate with global stakeholders on cross-border financial matters. Assist in regulatory and reporting requirements related to overseas operations.
Qualifications
- CA (Chartered Accountant) – Preferred & Most Desired
- CFA or a strong finance degree from a reputable institution may also be considered
- Experience: 2–5 years of post-qualification experience in:
- Investment Banking
- Corporate Finance
- M&A transactions
- Investor Relations
- Business Planning & Financial Analysis
- Budgeting & Forecasting
- Financial Modeling
- Stakeholder reporting
- Audit
- Skills: Strong financial modeling and analytical skills. Expertise in budgeting and ROI analysis. Knowledge of corporate structuring and fundraising processes. Strong presentation and reporting skills. High attention to detail and strategic thinking ability. Excellent communication and stakeholder management skills.