Rubyworks – Senior Associate – Investment Banking

Position Overview:

We are looking for a Senior Associate Investment Banking to join our Investment Banking team and play a key role in M&A advisory, transaction execution, financial modelling, valuation, deal origination and client management.

The ideal candidate should have strong exposure to end-to-end transaction execution, excellent financial modelling and valuation skills, and the ability to work directly with clients, promoters, investors and other transaction stakeholders.

Key Responsibilities:

1. M&A & Deal Execution:

– Support and independently manage various stages of M&A transactions, including buy-side and sell-side mandates.

– Manage the preparation of investor presentations, pitch decks, information memorandums, and other strategic financial materials.

– Act as the primary point of contact for clients, managing expectations, delivering insights, and presenting findings.

– Support preparation and review of transaction documentation and deal-related materials.

2. Financial Modelling & Valuation:

– Build and review detailed 3-statement financial models and transaction models.

– Develop and analyze DCF, Merger, LBO, Accretion/Dilution and scenario/sensitivity models.

– Conduct valuation using DCF, Comparable Companies, Precedent Transactions and other relevant methodologies.

– Perform financial statement analysis, business analysis and transaction impact assessment.

– Identify key financial and operational drivers and translate them into meaningful valuation insights.

3. Deal Origination & Business Development:

– Conduct industry and market research to identify potential M&A and strategic opportunities.

– Support senior bankers in identifying prospective clients, targets, investors and buyers.

– Prepare pitch books, teasers, Information Memorandums (IMs), CIMs, management presentations and valuation materials.

– Contribute to developing proposals and marketing materials for new mandates.

– Maintain and develop relationships with existing and prospective clients.

4. Client & Stakeholder Management:

– Participate in client meetings, management discussions and investor interactions.

– Develop strong relationships with promoters, CXOs, PE/VC investors and other key stakeholders.

– Understand client requirements and translate them into actionable transaction strategies.

– Coordinate effectively with internal and external stakeholders throughout the deal lifecycle.

Qualifications:

– 3-4 years of relevant experience in Investment Banking, M&A, Transaction Advisory, Corporate Finance or related front-end transaction roles.

– Strong hands-on experience in M&A transaction execution.

– Excellent understanding of Financial Modelling and Valuation.

– Strong proficiency in DCF, Merger Models, LBO, Comparable Companies and Precedent Transactions.

– Strong understanding of financial statements, accounting principles and corporate finance.

– Experience in deal origination, pitching and business development will be highly preferred.

– Strong experience in preparing Pitch Books, Teasers, IMs/CIMs and Management Presentations.

– Strong client-facing and stakeholder management skills.

– Excellent analytical, research and problem-solving abilities.

– Advanced proficiency in MS Excel and PowerPoint.

– Exposure to databases such as Capital IQ, Bloomberg, FactSet, Refinitiv/Mergermarket will be an advantage.