Xpertiz is an Investment Banking Firm based out of Bangalore. Xpertiz is a fast-growing investment banking firm specializes in Fund raising and M&A; advisory services across various industries, catering to mid to large companies with average deal size of USD 50 million. Xpertiz focuses on transactions in regulated environments with a long-term perspective, emphasizing quality deal structuring. Xpertiz has been ranked in top 30 IB banks in India last year.

Role Description

As an Investment Banker, you will play a critical role in helping clients achieve their financial goals through Fund raising, M&A; advisory, and strategic financial guidance. The position requires strong analytical, negotiation, and project management skills to manage complex financial transactions.

Responsibilities

Key responsibilities include

- Providing financial advisory services to clients, including mergers, acquisitions, divestitures, and restructurings.
- Developing and managing financial models to evaluate transactions and determine valuation metrics.
- Conducting in-depth market research, industry analysis, and competitor benchmarking to support strategic recommendations.
- Identifying potential investors, partners, or acquisition targets and preparing detailed pitch books and presentations.
- Managing the end-to-end deal process, including due diligence, documentation, and negotiation support.




- Collaborating with cross-functional teams to deliver seamless execution of financial transactions.
- Staying up-to-date on market trends, regulatory changes, and emerging opportunities in the financial sector.

Required Skills

Must-have skills:
- Robust financial modeling and analytical skills.
- Thorough understanding of valuation methodologies, financial metrics, and deal structuring.
- Proficiency in preparing high-quality client presentations and pitch books.
- Ability to work under pressure and manage multiple projects simultaneously.
- Excellent communication and interpersonal skills.

Good-to-have skills:
- Experience in deal origination and business development.
- Familiarity with compliance and regulatory requirements in financial transactions.
- Basic knowledge of data analytics and visualization tools.

NOTE: APPLY ONLY IF YOU ARE HAVING EXPERIENCE with consulting backgrounds and hands-on experience in buy-side/sell-side mandates as these will be strongly preferred.

Eligibility Criteria

- 8 to12 years of prior relevant work experience, preferably in investment banking, M&A;, or private equity.
- Proven experience in managing financial transactions, including M&A;, IPOs, or capital raising.
- Exposure to multinational environments and high-profile transactions will be a bonus.

📌 Principal: Investment Banking & M&A (Bangalore Metropolitan Area)
🏢 Xpertiz
📍 Bangalore Metropolitan Area