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Job details:
Business Associate to MD
Location: Gurgaon
Experience: 5-10 Years
Industry: Merchant Banking / Investment Banking / Capital Markets / Equity
Employment Type: Full-Time
About the Role
We are looking for a dynamic and commercially driven Business Associate to the Managing Director to work closely with the MD on business development, strategic initiatives, client meetings, and transaction-related activities within the Merchant Banking & Equity business.
The ideal candidate should have hands-on exposure to Merchant Banking, Equity Markets, Capital Markets, or Investment Banking and should be comfortable participating in high-level business discussions with the MD, clients, investors, promoters, bankers, consultants, and other stakeholders.
This is not a traditional Executive Assistant role. The position requires strong business understanding, financial acumen, analytical ability, and the confidence to actively participate in meetings and support the MD on business and transaction-related matters.
Key Responsibilities
- Work closely with the MD on Merchant Banking, Equity and Capital Market initiatives.
- Attend meetings with the MD and actively understand and contribute to discussions related to IPOs, fundraising, equity transactions, business opportunities, and strategic partnerships.
- Prepare meeting briefs, discussion points, presentations, MIS, and other business-related materials for the MD.
- Capture key decisions, action points, and follow-ups from meetings and ensure timely closure.
- Coordinate with internal teams and external stakeholders on matters discussed during MD-level meetings.
- Support the MD in evaluating new business opportunities, clients, transactions, and strategic initiatives.
- Coordinate with promoters, investors, investment bankers, legal advisors, auditors, consultants, and other transaction stakeholders.
- Assist in preparation and review of pitch decks, company profiles, transaction summaries, and presentations.
- Maintain a strong understanding of equity markets, IPO processes, capital raising, valuation, and regulatory aspects relevant to Merchant Banking.
- Track important business meetings, commitments, deadlines, and follow-ups of the MD.
- Support preparation for client and investor meetings by gathering relevant company, transaction, and market information.
- Handle confidential business and transaction-related information with a high level of discretion.
- Take ownership of assigned projects and ensure timely execution with minimal supervision.
Required Experience & Skills
- 2–5 years of relevant experience in Merchant Banking, Investment Banking, Equity Markets, Capital Markets, IPO, or related financial services.
- Ability to understand business discussions and communicate effectively with senior management.
- Excellent meeting participation, coordination, follow-up, and stakeholder management skills.
- Strong MS Excel, PowerPoint, and financial/business presentation skills.
- Excellent verbal and written communication skills.
- Ability to work in a fast-paced, confidential, and highly demanding environment.
- High level of professionalism, maturity, ownership, and discretion.
Preferred Candidate Profile
The ideal candidate would be someone who has previously worked in:
- Merchant Banking
- Investment Banking
- Equity Capital Markets
- IPO Advisory
- Capital Markets
- Corporate Finance
Candidates with exposure to senior management or promoter-level meetings will be strongly preferred.
Key Competencies
- Business Acumen
- Capital Markets Knowledge
- IPO & Merchant Banking Understanding
- Strategic Thinking
- Communication & Presentation
- Stakeholder Management
- Meeting & Follow-up Management
- Confidentiality & Professionalism
- Ownership & Execution
Important Note
This position is a business-facing role and should not be considered a conventional Executive Assistant/Personal Assistant position. The candidate will work closely with the MD on Merchant Banking, Equity, IPO, client, and strategic business matters and will be expected to understand the commercial and financial aspects of discussions
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