Research:
- Preparing market and industry research reports highlighting key issues, trends and outlook as advised by the senior team
- Undertake research on special projects or sector to identify business opportunities including Potential Clients for the various products at Avista
- Track identified companies/sectors on a regular basis for key events and announcements
- Prepare and circulate newsletters/reports relating to the research on a monthly basis
- Provide the industry related inputs for the creation of transaction materials
- Conduct detailed industry analysis and develop firm Industry knowledge of one or more sectors
Transaction Execution:
- Provide execution support to the senior team
- Assist in the preparation of company valuations, financial models, company marketing documents and client presentations
- Research background material and provide inputs for the preparation of key transaction documents:
- Client profiles
- Information Memorandums, Pitch Books and Teaser documents.
- Management presentations
- Work with the senior team on the financial model and analysis including:
- DCF analysis
- Valuation of companies based on comparable company analysis
- Precedent transaction analysis
Administrative:
- Provide administrative support to the deal team
- Responsible for all client files – hard copy and soft versions to be maintained and kept up to date and backed up on the server.
- Ensure that deal critical documents like NDA’s, Mandate letter etc. are stored correctly in hard and softcopy and backed up on server
- Set up and send out meeting and conference call requests
- Ensure that the closed deal process is followed (necessary client communication, preparation of tombstones, website updation, preparation of case study etc.)
- Regular document archiving , filing and appropriate destruction
- Creating and updating company databases in a timely manner
- Assisting the senior team in drafting client engagement letters
- Maintain client relationships by managing day to day inquires & obtaining appropriate information to execute assignments
