Investment Banking Specialist

You will be responsible for providing independent, rigorous decision-making across the Private Investments portfolio (Private Equity). Your role will involve approaching HNI Clients, Family offices, and VCs to invest in company-approved startups and secondary sales of Private firms. You will ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Additionally, you will be involved in financial planning and investment advisory to HNI/NRI clients through careful analysis and identification of customer needs and proposing appropriate products. Monitoring existing Private Investments via periodic update meetings and calls, reviewing performance reports, quarterly letters, and all other manager correspondence will be part of your responsibilities. Your role will also include developing strategies to discover new potential investors.

- Provide independent, rigorous decision-making across the Private Investments portfolio (Private Equity). - Approach HNI Clients, Family offices, and VCs to invest in company-approved startups and secondary sales of Private firms. - Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. - Conduct financial planning and investment advisory to HNI/NRI clients through careful analysis and identification of customer needs and proposing appropriate products. - Monitor existing Private Investments via periodic update meetings and calls with managers, reviewing performance reports, quarterly letters, and all other manager correspondence. - Develop strategies to discover new potential investors. Qualifications: - 2 years in Private Equity Advisory and Sales. - Strong Understanding of Capital/Stock Markets. - Master's in Finance or CFA qualified (L1/L2/L3) or Equivalent. - Strong Understanding of Fund Raising and IPOs. - Ability to work with tight deadlines. - Experience with valuation, modeling, and financial forecasting. - Good communication skills and an attitude to grow and work smart. - Strong Analytical skills. - Self-starter, proactive & target-oriented. - Strong networking and relationship-building skills. - Well organized, customer-service oriented, and fluent communication skills.