01Overview
Job description Xpertiz is an Investment Banking Firm based out of Bangalore. Xpertiz is a fast-growing investment banking firm specializes in Fund raising and M& A advisory services across various industries, catering to mid to large companies with average deal size of USD 50 million. Xpertiz focuses on transactions in regulated environments with a long-term perspective, emphasizing quality deal structuring. Role Description As an Investment Banker, you will play a critical role in helping clients achieve their financial goals through Fund raising, M& A advisory, and strategic financial guidance. The position requires strong analytical, negotiation, and project management skills to manage complex financial transactions. Responsibilities Key responsibilities include: Providing financial advisory services to clients, including mergers, acquisitions, divestitures, and restructurings. Developing and managing financial models to evaluate transactions and determine valuation metrics. Conducting in-depth market research, industry analysis, and competitor benchmarking to support strategic recommendations. Identifying potential investors, partners, or acquisition targets and preparing detailed pitch books and presentations. Managing the end-to-end deal process, including due diligence, documentation, and negotiation support. Collaborating with cross-functional teams to deliver seamless execution of financial transactions. Staying up-to-date on market trends, regulatory changes, and emerging opportunities in the financial sector. Required Skills Must-have skills: Strong financial modeling and analytical skills. Thorough understanding of valuation methodologies, financial metrics, and deal structuring. Proficiency in preparing high-quality client presentations and pitch books. Ability to work under pressure and manage multiple projects simultaneously. Excellent communication and interpersonal skills. Good-to-have skills: Experience in deal origination and business development. Familiarity with compliance and regulatory requirements in financial transactions. Basic knowledge of data analytics and visualization tools. NOTE: APPLY ONLY IF YOU ARE HAVING EXPERIENCE with consulting backgrounds and hands-on experience in buy-side/sell-side mandates as these will be strongly preferred. Eligibility Criteria 4-6 years of prior relevant work experience, preferably in investment banking, M& A, or private equity. Proven experience in managing financial transactions, including M& A, IPOs, or capital raising. Exposure to multinational environments and high-profile transactions will be a bonus. .
