Location: Bhubaneswar, Odisha
Department: Debt Syndication & Investment Banking
Company: Growthally Advisors
About Growthally Advisors
Growthally Advisors is a leading investment banking and financial advisory firm with over 15 years of experience in delivering comprehensive financial solutions to businesses across India. The firm specializes in:
- Debt Syndication
- Equity Advisory
- Mergers & Acquisitions (M&A)
- Leasing Solutions
- Growth CFO Services
Led by a distinguished team of Chartered Accountants, former senior bankers, and MBA professionals, Growthally Advisors is recognized for its execution excellence, deep financial expertise, and client-centric approach. With a growing team of 50+ professionals and a pan-India presence, the firm partners with corporates across diverse industries and growth stages.
Position Overview
The Investment Banking Trainee will be a part of the Debt Syndication team and will support the execution of debt financing transactions across various sectors. The role provides hands-on exposure to investment banking, credit analysis, financial modeling, structured finance, lender management, and transaction execution.
This position is ideal for candidates seeking to build a strong foundation in corporate finance and investment banking through active participation in live transactions and client engagements.
Key Responsibilities- Transaction Execution & Deal Support
- Assist in the execution of debt syndication mandates including:
- Term Loans
- Working Capital Facilities
- Project Finance
- Structured Finance Transactions
- Refinancing Assignments
- Support the preparation of Information Memorandums (IMs), lender presentations, financial proposals, and transaction documentation.
- Coordinate with internal teams to ensure timely execution of transaction deliverables.
- Monitor transaction timelines and support deal closure activities.
- Financial Analysis & Credit Evaluation
- Analyze financial statements, including:
- Balance Sheets
- Profit & Loss Statements
- Cash Flow Statements
- Evaluate creditworthiness, debt servicing capability, leverage position, and financial risks of client companies.
- Prepare:
- Financial Models
- Ratio Analysis
- Credit Notes
- Cash Flow Assessments
- Support lender-specific credit evaluation requirements.
- Debt Structuring & Market Research
- Assist in structuring suitable debt solutions based on client requirements and market conditions.
- Conduct research on:
- Industry trends
- Debt market developments
- Interest rate movements
- Banking and NBFC financing products
- Support analysis of financing alternatives such as:
- Structured Debt
- Project Finance
- Working Capital Solutions
- Refinancing Opportunities
- Lender Relationship Management
- Coordinate with Banks, NBFCs, Financial Institutions, and Alternative Lenders.
- Assist in lender discussions, due diligence processes, and documentation requirements.
- Track lender feedback and manage follow-ups related to:
- Term Sheets
- Sanction Letters
- Loan Agreements
- Compliance Requirements
- Maintain records of lender interactions and transaction updates.
- MIS, Reporting & Documentation
- Maintain transaction databases and deal trackers.
- Monitor live mandates, pipeline opportunities, and execution status.
- Prepare periodic MIS reports for management review.
- Ensure proper documentation and record management for all assigned transactions.
- Support internal reporting and performance tracking initiatives.
Candidate Profile
Educational Qualifications
- MBA (Finance) from a reputed institution
- CA Inter qualified candidates preferred
- CFA Level I candidates will have an added advantage
Experience- 0–2 years of relevant experience in:
- Investment Banking
- Debt Syndication
- Corporate Banking
- Credit Analysis
- Project Finance
- Structured Finance
- Lending & Financial Advisory
- Freshers with strong financial acumen and relevant internships are encouraged to apply.
Technical & Functional Skills- Strong understanding of:
- Financial Statement Analysis
- Corporate Finance
- Credit Appraisal
- Debt Products & Banking Instruments
- Financial Risk Assessment
- Proficiency in:
- MS Excel
- PowerPoint
- Financial Modeling
- Financial Research & Analysis
Behavioral Competencies
- Excellent verbal and written communication skills.
- Strong presentation and stakeholder management abilities.
- High attention to detail and analytical thinking.
- Strong interpersonal and coordination skills.
- Ability to work in a fast-paced, deadline-driven environment.
- Professional approach towards client and lender interactions.
Preferred Candidate Attributes
- Exposure to Core Finance and Debt Financing assignments.
- Understanding of lender engagement and debt raising processes.
- Fluency in English and Oriya (Odia) preferred.
- Familiarity with the Odisha business and banking ecosystem will be an advantage.
- Candidates based in Bhubaneswar/Odisha will be given preference.
Learning & Development Opportunities
The Role Offers Extensive Exposure To
- Debt Syndication
- Credit Appraisal
- Financial Modeling
- Structured Finance
- Corporate Finance Advisory
- Banking & Lending Ecosystem
- Lender Negotiations
- Live Transaction Execution
Trainees will work directly with experienced finance professionals and gain practical exposure to real-world investment banking transactions.
Career Progression
Investment Banking Trainee → Analyst → Senior Analyst → Associate
Career growth will be based on performance, technical capability, learning agility, and business requirements.
Note
Preference will be given to candidates currently residing in or willing to relocate to Bhubaneswar, Odisha. Fluency in Oriya (Odia) and familiarity with the local business ecosystem will be considered an added advantage.
Skills: investment,corporate finance,structured finance,management,documentation,investment banking,financial modeling,credit,finance
