Sr. Financial Advisory Associate at Paelyt – Apply Now

Summary

• As a Senior Financial Advisory Associate, you will actively lead financial advisory projects, and funding related matters for the company.
• Additionally, to be successful in this role, you will also actively manage relationships with investors, signing up and managing strategic external clients and customers.

Job Description

Financial Advisory:

• Develop and execute framework for deal management (Origination, structuring, execution, management etc.)
• Develop and implement fund raising strategies for different fund classes (debt, equity etc.)
• Build and maintain a healthy pipeline of prospective investors, source funds from Investors and lead negotiations with them.
• Develop Investor related documents (E.g., Investor teasers, pitch decks, Information Memorandum etc.)
• Manage relationships with Investors (this also includes having frequent meetings, developing and sharing investor reports.
• Perform valuation of the company as required.
• Oversee due diligence and conditions precedents to investment process.
• Manage Investments.

Business Development:

• Map potential customers, funders, service providers and other stakeholders.
• Generate and convert leads for the organization.
• Manage relationships with key clients, funders, collaboration partners, and other stakeholders.
• Establish revenue objectives by forecasting and developing annual sales quotas, projecting expected sales volume and profit for existing and new products.
• Identify emerging markets and market shifts while being fully aware of new products and competition status
• And any other task assigned by your supervisor from time to time based on business priorities of the business.

Required Qualifications

• First Degree or equivalent in a relevant discipline- preferably with at least 2:1.
• An MBA is an added advantage.
• Minimum of 4 years of work experience
• Business development experience (preferably in a financial setting)
• Financial advisory experience or business/management consulting experience
• Marketing and/or product development experience is an added advantage.

Skills:

• Possesses an understanding of FinTech businesses and products.
• Working knowledge to conduct cost/benefit analysis
• Business plan development
• Working knowledge of IT/Business infrastructure and MS Office
• Demonstrate basic leadership skills.
• Strong strategic and analytical orientation
• Highly developed collaborative nature.
• Attention to details.
• Good stakeholder and engagement abilities.
• Knowledge of finance, accounting, budgeting, and cost control principles
• Ability to analyze financial data and prepare financial reports, plans, and projection.
• Excellent communication & presentation skills
• Working knowledge of Microsoft Office Suite and other relevant accounting tools.

Abilities:

• Relationship Management Skill
• Teamwork
• Communication Skills – Written and Oral
• Digital Literacy
• Problem Solving
• Service Orientation
• Quality Assurance
• In-depth knowledge of company products and services.