267 Punjab National Bank jobs in India

Job Title: A person with 2-4 years of relevant experience in Investment Banking

Category/Discipline: Investment banking

Location: Mumbai

Contract: Permanent

Hours: Full time

Job Position: Associate

Job Description: To further strengthen our “team of entrepreneurs” and to weave Steer’s next line of leadership team, we are looking to induct aggressive, result-oriented & self-motivated professionals (Engineers/ MBA’s from premier institutes or CA’s) aspiring to build an entrepreneurial career, having experience of working with IB firms, Corporate Strategy, Transaction Advisory, Corporate Banking, Equity Research or Consulting, to be an integral part of a growing family of professionals at Steer Advisors.

The job provides friendly but challenging environment and an opportunity to work on multiple prestigious / exclusive and live domestic / cross border M&A mandates, across sectors and geographies, even while front ending experience from Day 1, with the leadership team having end-to-end client facing involvement, right from pitching stage to transaction closure. 

• Desired Skills:  Develop investment pro-formas & financial models; research & analyze financial data; develop financial & narrative reports & prepare comparable analyses. (Historical performance review, Financial forecast and Free cash flow analysis). Conduct research, analyze information obtained from various channels and determine valuation as per prevalent norms. Support the leadership team in deal pursuits, collateral preparation (including but not limited to pitch books, IMs, PPMs, and company profiles) and supporting business development activities. Ability to work on multiple mandates / assignments. Handling ad-hoc research requests as per client

Company Description: Steer Advisory Services Pvt Ltd is a Mumbai based Corporate Advisory entity focused on Private Equity & Venture Capital, Mergers & Acquisitions and business advisory services to clients in India and clients from overseas on their India businesses. We are having presence in India across Mumbai, Ahmedabad & Chennai & through our preferred partners in US, Israel, Germany & Estonia. We are currently running mandates of various sizes across industries namely, Electric Vehicles, Building Materials, Healthcare & Pharma, Defence & Aerospace, Paper & Packaging, Logistics, FMCG, Waste Management and Renewable Energy.

Job Responsibilities:

Over the years, Candidate should aspire to move up the ladder, with the growing organization in building up and leading own teams independently. 

• Good understanding of accounts, financial statements, valuation methodologies
• Experience in working with Microsoft Office suite (especially Excel and Power Point)
• Passion to learn, ability to multi task and willingness to work in situation that will entail tight deadlines and extended working hours 
• Strong financial modelling and analysis capability 
• Strong communication and presentation skills 

• Assist in the execution of mergers, acquisitions, divestitures, and capital raising transactions.
• Develop sophisticated financial models, including valuation analyses (DCF, precedent transactions, comparable companies), LBO models, and accretion/dilution analyses.
• Prepare client presentation materials, including pitch books, confidential information memorandums (CIMs), management presentations, and board materials.
• Conduct in-depth industry research, market analysis, and due diligence for client engagements.
• Manage client communication and coordinate with other advisors (legal, accounting) throughout the deal process.
• Support senior bankers in client origination efforts, including identifying potential targets and buyers.
• Supervise and mentor junior analysts, providing guidance on modeling, research, and presentation tasks.
• Ensure accuracy and quality of all financial analyses and transaction documentation.
• Stay abreast of market trends, economic conditions, and regulatory changes impacting investment banking.
• Contribute to the development of internal knowledge base and best practices within the team.

• Bachelor's degree in Finance, Economics, Business, or a related field from a top-tier institution.
• Minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
• Strong financial modeling skills and proficiency in Excel and PowerPoint.
• Excellent analytical, quantitative, and problem-solving abilities.
• High attention to detail and commitment to producing high-quality work products.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Ability to work effectively under pressure, manage multiple tasks, and meet tight deadlines in a demanding environment.
• Strong work ethic, team-oriented mindset, and a high level of integrity.
• Previous experience in M&A advisory is highly preferred.

• Develop complex financial models for valuation, LBO, M&A, and DCF analysis.
• Conduct thorough market research and industry analysis to identify transaction opportunities.
• Prepare client-ready presentation materials, including pitch books and confidential information memorandums.
• Assist in the execution of M&A transactions, capital raising processes, and strategic advisory mandates.
• Support senior bankers in client meetings and due diligence processes.
• Perform valuation analysis using various methodologies.
• Manage deal processes, coordinating with clients, advisors, and other parties.
• Contribute to business development efforts and client relationship management.
• Stay updated on market trends, economic conditions, and regulatory developments.
• Ensure accuracy and quality of all financial analyses and documentation.

• Bachelor's degree in Finance, Economics, or a related quantitative field.
• Minimum of 3 years of experience in investment banking, corporate finance, or private equity.
• Expertise in financial modeling, valuation techniques, and transaction execution.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Strong understanding of corporate finance principles and capital markets.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication abilities.
• Ability to work independently and manage multiple projects in a remote environment.
• High level of professionalism, attention to detail, and work ethic.
• Proven ability to perform under pressure and meet tight deadlines.

• Conduct in-depth financial analysis, valuation modeling, and due diligence for transactions.
• Prepare client presentations, pitch books, and marketing materials for M&A and capital raising mandates.
• Assist in managing the entire transaction process from origination to closing.
• Perform company, industry, and market research to identify investment opportunities.
• Build and maintain complex financial models, including DCF, LBO, and comparable company analyses.
• Communicate effectively with clients, senior bankers, and external advisors.
• Support senior team members in client meetings and negotiations.
• Ensure accuracy and quality of all deliverables.
• Stay abreast of market trends and developments in the investment banking industry.
• Contribute to the development of new business opportunities.

• Bachelor's degree in Finance, Economics, or a related field; MBA or advanced degree preferred.
• 2-4 years of experience in investment banking, corporate finance, or a related field.
• Strong financial modeling, valuation, and analytical skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ).
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and meet tight deadlines.
• High attention to detail and strong problem-solving abilities.
• Demonstrated ability to work effectively in a team environment.
• A strong work ethic and a passion for financial markets.

• Develop detailed financial models, including LBO, DCF, and M&A models, to support transaction analysis and valuation.
• Conduct comprehensive industry and company-specific research to identify investment opportunities and assess market dynamics.
• Prepare high-quality pitch books, presentations, and other client materials for M&A advisory, capital raising, and strategic advice.
• Assist in the execution of transactions, including due diligence, deal structuring, and closing processes.
• Support senior bankers in client meetings, negotiations, and relationship management.
• Analyze financial statements and market data to provide insights into client performance and potential risks.
• Coordinate with legal, accounting, and other advisors throughout the transaction lifecycle.
• Stay informed about market trends, regulatory changes, and capital markets activity.
• Mentor and guide junior analysts, fostering their development within the team.
• Ensure accuracy and timeliness of all deliverables.

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
• Minimum of 3-5 years of experience in investment banking, corporate finance, private equity, or a related field.
• Strong financial modeling, valuation, and analytical skills.
• Proficiency in financial analysis and market research.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
• High level of attention to detail and commitment to producing high-quality work.
• Ability to work effectively under pressure, manage multiple priorities, and meet demanding deadlines.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Team player with strong interpersonal skills and a proactive attitude.
• Demonstrated interest in financial markets and corporate transactions.

• Develop intricate financial models, including DCF, LBO, and M&A models.
• Perform comprehensive company and industry research and analysis.
• Assist in the execution of transactions, including mergers, acquisitions, and debt/equity financings.
• Prepare client presentations, pitch books, and marketing materials.
• Support senior bankers in client interactions and relationship management.
• Conduct due diligence and assist in transaction structuring.
• Analyze financial statements and identify key drivers and risks.
• Manage multiple projects simultaneously, ensuring timely delivery of high-quality work products.
• Collaborate effectively with deal teams and clients.
• Stay informed about market trends and economic conditions.

• Bachelor's degree in Finance, Economics, or a related business field. MBA is a plus.
• 2-4 years of relevant experience in investment banking, corporate finance, or private equity.
• Advanced proficiency in financial modeling, valuation techniques, and Excel.
• Strong understanding of capital markets and M&A processes.
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication skills, with the ability to articulate complex ideas clearly.
• High level of attention to detail and accuracy.
• Ability to work long hours and manage demanding deadlines.
• Proactive, self-starter with a strong desire to learn and grow.
• Team player with strong interpersonal skills.

• Develop comprehensive financial models, including discounted cash flow (DCF), leveraged buyout (LBO), and merger models.
• Conduct industry research and company analysis to identify investment opportunities and strategic trends.
• Prepare pitch books, presentations, and other client-facing materials for M&A and capital markets transactions.
• Assist in the execution of transactions, including due diligence, documentation, and closing processes.
• Work closely with senior bankers to advise clients on strategic financial decisions.
• Build and maintain relationships with clients and other financial market participants.
• Analyze financial statements and market data to provide insights and recommendations.
• Support deal sourcing and origination efforts.
• Ensure accuracy and quality of all analytical work and client deliverables.
• Stay informed about market developments and economic trends impacting the financial sector.

• Master's degree in Finance, Economics, or a related quantitative field, or a Bachelor's degree with significant relevant experience.
• 2-4 years of experience in investment banking, corporate finance, private equity, or a related field.
• Exceptional financial modeling, valuation, and analytical skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Strong understanding of capital markets, M&A processes, and corporate finance principles.
• Excellent written and verbal communication skills.
• Ability to work effectively under pressure, manage multiple projects, and meet tight deadlines.
• High level of attention to detail and commitment to accuracy.