Investment Banking Trainee – Debt Syndication

Location: Bhubaneswar, Odisha

Experience: 0–2 Years / Freshers

Function: Investment Banking / Debt Syndication

Employment Type: Full-time

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 works with corporates across diverse industries and growth stages.

About the Role

We are looking for a motivated and analytical Investment Banking Trainee to join our team in Bhubaneswar.

The role provides an opportunity to gain hands-on experience across Debt Syndication, Corporate Finance, Credit Analysis and Investment Banking transactions.

The candidate will work closely with senior professionals on live transactions and will be involved in understanding client businesses, analysing financial statements, preparing financial models and transaction documents, conducting industry research, and supporting debt fundraising and transaction execution.

This role is ideal for candidates who are looking to build a career in Investment Banking, Debt Capital Markets, Corporate Finance, Credit or Financial Advisory.

Key Responsibilities

Financial Analysis & Credit Assessment

- Analyse company financial statements, balance sheets, profit & loss statements and cash flow statements.

- Understand key financial and credit parameters such as:
- Debt/Equity

- Net Debt/EBITDA

- Interest Coverage Ratio

- DSCR

- FCCR

- Cash Flow/Debt

- Assist in analysing CMA data, financial projections and business plans.

- Evaluate a company's financial performance, leverage, liquidity and repayment capacity.

- Identify key business, financial and credit risks.





Debt Syndication & Transaction Support

- Assist the team in evaluating corporate funding requirements.

- Understand various debt financing products including:
- Term Loans

- Working Capital

- Structured Debt

- NCDs / Bonds

- Refinancing

- Acquisition Finance

- Project Finance

- Private Credit / Structured Finance

- Support senior team members in identifying suitable lenders and investors.

- Assist in preparing lender/investor presentations and transaction documents.

- Coordinate with banks, NBFCs, AIFs, private credit funds and other financial institutions.

- Support the transaction process from initial assessment → structuring → lender engagement → sanction → documentation → disbursement.

Investment Banking & Research

- Conduct industry, sector and company research.

- Track relevant market and credit trends.

- Prepare company profiles, industry analysis and transaction summaries.

- Assist in preparation of
- Teasers

- Information Memorandums (IMs)

- Financial summaries

- Management presentations

- Credit notes

- Lender proposals

- Support preparation and updating of financial models and projections.

Client & Transaction Coordination

- Assist in understanding client requirements and preparing relevant financial information.

- Coordinate with internal teams, clients, lenders and other stakeholders.

- Maintain transaction trackers and ensure timely follow-up on transaction requirements.

- Support senior team members in execution of live mandates.

- Develop a strong understanding of corporate finance and debt fundraising processes.

Learning & Growth The candidate will receive exposure to:

- Investment Banking

- Debt Syndication

- Debt Capital Markets

- Corporate Finance

- Credit Analysis

- Financial Modelling

- Financial Statement Analysis

- Debt Structuring





- Lender Mapping

- Transaction Execution

- Corporate & Industry Research

The role offers a strong learning platform for candidates aspiring to build a long-term career in Investment Banking and Financial Advisory.

Candidate Profile

Experience: 0–2 Years / Freshers

Educational Qualification:

- MBA / PGDM – Finance preferred

- CA / CFA / CA Inter candidates may also apply

- B.Com / BBA / Economics / Finance graduates with strong financial aptitude may be considered

Must-Have Skills

- Strong understanding of Accounting and Finance fundamentals

- Good financial statement analysis skills

- Basic understanding of corporate finance and credit

- Strong MS Excel skills

- Good analytical and numerical ability

- Excellent communication and presentation skills

- Ability to conduct financial and industry research

- Strong attention to detail

- Willingness to learn and work on live transactions

- Ability to work in a fast-paced, deadline-driven workplace

Preferred Skills

- Basic knowledge of financial modelling

- Understanding of debt financing / corporate lending

- Knowledge of CMA and financial projections

- Familiarity with banking and credit appraisal

- Exposure to PowerPoint and preparation of financial presentations

- Internship or project experience in Investment Banking, Corporate Finance, Credit, Banking or Financial Services

Who Should Apply?

This role is ideal for a candidate who is:

- Passionate about Investment Banking and Corporate Finance

- Strong with numbers and financial analysis

- Interested in understanding how businesses raise capital

- Keen to work on real corporate finance and debt transactions

- Comfortable working with Excel, financial data and presentations

- Eager to learn directly from experienced investment banking professionals

If you are looking to start your career in Investment Banking and want exposure to real-world debt transactions, financial analysis and corporate finance, we would like to hear from you.

Apply Now | Join Growthally Advisors' Investment Banking & Debt Syndication Team

Location: Bhubaneswar, Odisha

📌 Investment Banking Trainee – Debt Syndication (Mumbai)
🏢 Growthally
📍 Mumbai