Investment Banking Trainee – Bhubaneswar (Remote)

Location: Bhubaneswar, Odisha – Remote
Employment Type: Full-Time
Experience Required: 0–2 Years / Freshers
Reporting To: Manager / Director – Investment Banking

Role Summary

The Investment Banking Trainee will support the Investment Banking and Debt Capital Markets team in business development, transaction origination, financial analysis, research, client acquisition, and execution support.

The role is suitable for a motivated finance professional or fresher looking to build a career in Investment Banking, Debt Syndication, Corporate Finance, Structured Finance, and Financial Advisory.

The candidate will work closely with senior professionals to identify prospective clients, understand their funding requirements, conduct financial and industry research, prepare client presentations and transaction materials, and support the execution of debt financing mandates.

The ideal candidate should possess strong analytical abilities, good communication skills, proficiency in MS Excel and PowerPoint, attention to detail, and a strong interest in financial markets and investment banking.

Key Responsibilities

Investment Banking & Transaction Support

- Support the team in identifying and evaluating potential corporate finance and debt financing opportunities.

- Assist in execution of debt syndication, structured finance, refinancing, working capital, project finance, and other financing transactions.

- Coordinate with senior team members on transaction-related activities from initial client discussion through execution.

- Maintain transaction trackers and monitor deal milestones.

- Assist in preparing transaction summaries, funding proposals, and client presentations.

- Support the team in collecting and organizing client information and financial documents.

Business Development & Client Acquisition

- Conduct research to identify prospective corporate, SME, promoter-led, and other business clients with financing requirements.

- Assist in building and maintaining a database of prospective clients and decision-makers.

- Support senior team members in client outreach and business development activities.

- Conduct preliminary research on companies to understand their business, financial position, existing debt, and potential funding requirements.

- Assist in preparing client-specific pitches and financing proposals.

- Track leads, follow-ups, meetings, and business development opportunities.

- Support the conversion of qualified prospects into potential mandates.

Financial Analysis & Credit Assessment

- Analyze company financial statements, annual reports, and management information.

- Calculate and understand key financial and credit metrics including:

- Revenue and EBITDA

- Debt / Equity

- Leverage Ratios

- DSCR

- Interest Coverage Ratio

- Working Capital

- Operating Cash Flow

- Free Cash Flow

- Assist in evaluating borrowing capacity and broad financing requirements.

- Support debt sizing and repayment analysis.

- Assist in preparing financial models and sensitivity analyses.

- Identify key financial strengths, risks,



and areas requiring further diligence.

Financial Modelling & Excel

- Assist in developing and maintaining financial models.

- Prepare historical financial analysis and projections.

- Support debt repayment schedules and cash-flow analysis.

- Assist in scenario and sensitivity analysis.

- Develop Excel-based transaction and financial analysis tools.

- Maintain accuracy and consistency of financial models and supporting assumptions.

Investment Banking Research

- Conduct industry, sector, company, and market research.

- Track developments in:

- Debt Capital Markets

- Corporate Lending

- Private Credit

- Structured Finance

- NBFC Lending

- AIFs and Alternative Credit

- Investment Banking

- Research potential borrowers, lenders, competitors, and financing opportunities.

- Monitor debt market trends, interest rates, financing structures, and sector developments.

- Prepare research notes and market intelligence reports for senior team members.

Client Presentations & Transaction Materials

Assist in preparing:

- Information Memorandums

- Teasers

- Pitch Decks

- Client Presentations

- Funding Proposals

- Company Profiles

- Transaction Summaries

- Credit Notes

- Financial Models

- Industry Research Reports

Ensure that all presentations and analytical materials are accurate, professional, and aligned with internal standards.

Lender & Stakeholder Coordination

- Support communication and coordination with banks, NBFCs, private credit funds, AIFs, and other financial institutions.

- Assist in compiling lender requirements and transaction information.

- Track information requests from lenders and internal teams.

- Support preparation for lender meetings and management presentations.

- Coordinate with internal execution, credit, legal, and research teams as required.

- Maintain organized records of transaction-related documents and correspondence.

Key Skills & Competencies

- Strong interest in Investment Banking, Corporate Finance, Debt Markets, and Financial Advisory.

- Good understanding of basic accounting and financial statements.

- Strong analytical and numerical abilities.

- Positive command of MS Excel and PowerPoint.

- Basic understanding of financial modelling is preferred.

- Strong research and information-gathering skills.

- Excellent written and verbal communication.

- Good presentation and documentation skills.

- High attention to detail and accuracy.

- Strong follow-up and coordination abilities.

- Ability to work independently in a remote environment.

- Willingness to learn and take ownership of assigned responsibilities.

- Ability to work under tight deadlines and manage multiple assignments.

Educational Qualifications

- Bachelor's Degree in:

- Finance

- Commerce

- Economics





- Accounting

- Business Administration

- Or a related discipline.

Preferred

- MBA / PGDM in Finance.

- CA / CMA / CFA / FRM or relevant professional qualification.

- Certification in Financial Modelling, Investment Banking, Credit Analysis, or Corporate Finance.

- Candidates pursuing relevant professional qualifications may also be considered.

Preferred Candidate Profile

The ideal candidate may have exposure through:

- Investment Banking internships

- Debt Syndication internships

- Corporate Finance

- Equity Research

- Credit Analysis

- Corporate Banking

- NBFCs

- Financial Advisory

- Financial Modelling

- Management Consulting

- Transaction Advisory

Freshers with strong finance fundamentals and relevant internships/projects are encouraged to apply.

Key Performance Areas

Performance will be evaluated based on:

- Quality and accuracy of financial analysis.

- Timely completion of assigned research and transaction deliverables.

- Quality of financial models and presentations.

- Lead generation and business development support.

- Responsiveness and follow-up with internal and external stakeholders.

- Ability to learn and independently handle assigned workstreams.

- Contribution to transaction execution and successful mandate closure.

Ideal Candidate Profile

- 0–2 years of experience or a strong fresher profile.

- Strong academic background in Finance, Commerce, Economics, or a related discipline.

- Robust interest in pursuing a career in Investment Banking.

- Comfortable working extensively with Excel, PowerPoint, and financial data.

- Good understanding of accounting and financial statements.

- Strong attention to detail and willingness to learn.

- Proactive, disciplined, and self-motivated.

- Comfortable working remotely with teams based in different locations.

- Strong communication and professional etiquette.

- Ability to work in a fast-paced, deadline-driven transaction environment.

Compensation & Benefits

- Competitive compensation aligned with experience and market benchmarks.

- Performance-linked incentives based on individual and team contribution.

- Hands-on exposure to Investment Banking and Debt Capital Markets.

- Opportunity to work on live debt financing and corporate finance transactions.

- Exposure to banks, NBFCs, private credit funds, AIFs, and institutional lenders.

- Direct learning and interaction with experienced Investment Banking professionals.

- Structured professional development and learning opportunities.

- Career progression based on performance and demonstrated capabilities.

Role Objective

The primary objective of the Investment Banking Trainee is to develop strong foundational capabilities across financial analysis, investment banking research, business development, transaction execution, financial modelling, and client management.

The candidate will receive practical exposure to live transactions and progressively take greater ownership of analytical, origination, and execution responsibilities as they develop their skills.

Location: Bhubaneswar | Work Mode: Remote

📌 Investment Banking Trainee – Bhubaneswar (Remote)
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