Investment Banking Analyst/Sr. Analyst/Associate (6-30 months work ex)

  • Full-time

Company Description

Umi Capital Financial Services Limited is an investment banking entity specializing in debt capital markets, financial structuring, and strategic advisory services. With a well-established presence in Mumbai, Chennai, and Gurgaon, our firm provides comprehensive financial solutions to BFSI institutions and mid-to-large-scale enterprises across diverse industry verticals.

Leveraging a team of seasoned professionals with extensive expertise, Umi Capital team has experience of successfully executing capital market transactions surpassing $3 billion across multiple asset classes and financial instruments.

Our core industry focus includes affordable housing, renewable energy (solar), real estate, manufacturing, supply chain finance, and microfinance, demonstrating our ability to structure and execute complex financial solutions.

Job Description

Key Responsibilities:
 Originate new clients that align with the company’s goals- Reach out to new clients in Africa and
Europe through email and LinkedIn to prospect new clients and relationships.
 Build and maintain relationships with both current and potential clients across Africa, including
corporates and financial institutions
 Act as a bridge between clients and the execution team to ensure smooth communication and
document handling until the deal is closed

 Prepare company information for Banks/Financial Institutions, including presentations, teasers, and
financial models – Present the client credit and build a case for clients for credit approval (usually
with international investors)
 Assist the internal team with credit support for the client sourced and/or assigned
 Analyse financial statements, spot issues, and recommend solutions
 Help senior management with presentations, meetings with potential lenders, or any other
requirements

Qualifications

Experience:
We are looking for candidates who are either freshers or have up to 2 years of experience in financial
services, including investment banking, commercial banking, credit analysis, NBFCs, or client relationship
management in the BFSI sector


 CA - Please include your academic performance (Percentage marks) in your resume.

or

Bachelor's/Masters Degree from a leading institute with more than 85% in 10th ,more than 80% in 12th and more than 75% in Graduation. Please include your academic performance (Percentage marks) in your resume.

Or 

CFA  Level 1 cleared - Please include your academic performance (Percentage marks) in your resume.

Skills:
 Good financial analysis & modelling skills – Should be good with numbers, studying balance sheets,
P&L statements, analysing data & providing viewpoints. Working knowledge of MS Office
 Sound oral & written communication skills – Candidate should showcase good interpersonal skills &
be able to hold conversations & negotiations with counterparties
 A keen eye for detail, persistent learning & problem-solving attitude
 Ability to stretch, multitask, deliver under pressure & honour deadlines
 Strong work ethic, positive attitude, self-motivated candidate who aligns with a founder’s mindset,
is a team player, and has the ability to take ownership and work independently whenever required.