Associate – Transaction Advisory at Rock Investment Bank

Job Summary 
Key Responsibilities  
Deal Origination & Business Development 

• The Associate supports the origination, analysis, structuring and execution of transactions across Public-Private Partnerships (PPP), corporate finance (non-PPP), 
• pension fund advisory and general investment banking mandates. The role is execution-focused and suited to a professional with strong analytical capability, 
• financial modelling skills and the ability to support multiple live engagements while working closely with senior team members on deal delivery. 
• Support sector research, market mapping and opportunity screening across infrastructure, financial services, real estate and other sectors. 
• Assist in preparation of pitch books, proposals and client presentation materials. 
• Support maintenance of pipeline trackers, opportunity updates and internal origination reports. 
• Contribute to preparation of market insights and client-specific analysis to support business development efforts. 

Transaction Structuring & Execution 

• Build and update financial models, valuation analyses and scenario assessments across corporate finance, infrastructure and advisory mandates. 
• Support development of transaction structures, including debt, equity and blended finance solutions. 
• Prepare financial analysis, investment memoranda, information packs, presentations and other transaction documents. 
• Support due diligence processes by coordinating information requests, reviewing data rooms and analysing financial, operational and regulatory information. 
• Assist senior team members in transaction workstreams through to key approval and execution stages. 

PPP and Infrastructure Advisory 

• Support feasibility studies, financial analysis and project preparation assignments. 
• Assist in development of financial models for infrastructure and project finance transactions. 
• Support procurement-related analysis, bid evaluation and financial assessments where required. 
• Assist in stakeholder coordination across public sector entities, investors, lenders and development partners. 

Pension Fund and Institutional Advisory  

• Support analysis for pension fund and institutional investment mandates. 
• Assist with asset allocation reviews, investment evaluations and portfolio modelling. 
• Contribute to preparation of investment committee materials, research notes and advisory reports. 
• Support evaluation of alternative investment opportunities including infrastructure, private equity and real estate. 

Client and Stakeholder Support  

• Participate in client meetings, workshops and internal deal discussions. 
• Prepare meeting materials, minutes, action trackers and follow-up analysis. 
• Build effective working relationships with clients, advisors and internal teams during 

Client and Stakeholder Support  

• Deliver high-quality outputs in line with firm standards and timelines. 
• Work collaboratively with analysts, associates and senior bankers across multiple mandates. 
• Demonstrate accountability, attention to detail and willingness to learn in a fast-paced environment. 

Thought Leadership & Strategic Insights 

• Prepare sector briefs, white papers, position notes and thought 
• leadership publications on infrastructure, energy, public-private collaboration and investment trends. 
• Translate complex market developments into clear, actionable insights for internal teams, clients and broader market audiences. 
• Represent the Bank through investment commentary, industry forums, client engagements and media interactions, as appropriate. 
• Collaborate with PR and marketing team to shape content strategy, ensuring alignment between technical depth, accessibility and brand positioning. 

Required Qualifications & Experience: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; professional certifications (CFA, CIFA, FMVA) are an advantage. 
• 5– 6 years’ progressive experience in investment banking, corporate finance, transaction advisory, or public sector consulting. 
• Demonstrated ability to structure, analyze and execute investment transactions across private and/or public sectors. 
• Excellent financial modeling, valuation and negotiation skills. 
• Experience dealing with private equity funds, corporates, financial institutions, ministries, regulators, DFIs or government-linked entities. 
• Proven ability to build and review complex financial models and valuations. 
• Strong report writing, analytical and negotiation skills.