About Us: Client Associates (CA) is India's first and largest Multi Family Office, founded by seasoned private bankers to provide holistic wealth management and investment advisory services to ultra-high-net-worth families. Over the years, CA has established itself as a trusted partner to entrepreneurs, business families, and institutional investors, offering bespoke solutions across wealth management, investment banking, and family office services.
Recognized as a pioneer in the industry, Client Associates has received several prestigious accolades, including:
Best Multi Family Office – AIWMI India Wealth Awards (2018)
CNBC TV18 Best Financial Advisors Award (Multiple Years)
Citywealth Asian Family Office of the Year
Ranked among the World's Outstanding Wealth Managers for Family Office Services by Private Banker International

About the role -
This client-facing role offers the opportunity to work closely with founders, promoters, investors, and senior dealmakers on the end-to-end execution of capital-raising, M&A;, and strategic advisory mandates.
The ideal candidate combines robust analytical capabilities with excellent communication skills and thrives in a fast-paced, entrepreneurial environment.

Key Responsibilities -
Transaction Execution
Support end-to-end execution of investment banking transactions, including capital raises and M&A; mandates
Build robust financial models, valuation analyses, investor presentations, pitch books, information memorandums, and other transaction materials
Coordinate investor interactions and respond to diligence requests during live transactions
Assist in preparation and review of transaction documentation, including Term Sheets, Share Subscription Agreements (SSA), Shareholders' Agreements (SHA),



and other legal documents

Client & Stakeholder Management
Work closely with founders and management teams to understand business objectives and transaction requirements
Help clients organize financial information, MIS, historical financials, and other business data for fundraising and due diligence
Build and maintain strong relationships with investors, fund managers, family offices, HNIs, and other ecosystem participants

Deal Sourcing & Building Knowledge Assets
Conduct industry, company, and market research to develop investment theses and sector insights
Analyze competitive landscapes, market trends, and macroeconomic factors affecting businesses
Support deal origination by identifying prospective clients and assisting with business development initiatives

Candidate Profile -
CA / MBA (Finance) / CFA
5–7 years of relevant experience
Candidates should be comfortable with accounting and have a strong understanding of financial statements & valuation
Candidates with experience in building out detailed financial models will be given preference
Good written communication skills, good working knowledge of MS PPT & Excel

Why join us?
Work on high-impact transactions with leading entrepreneurs and investors
Gain end-to-end exposure to fundraising, M&A;, and strategic advisory mandates
Be part of a collaborative, high-performance boutique investment banking platform
Accelerate your learning through direct mentorship from experienced investment bankers
Enjoy a merit-driven culture that values ownership, innovation, and professional growth
You can look forward to an entrepreneurial setup, flexibility in executing things differently, and most importantly, being a valued team member of a fast-growing boutique investment banking practice.

📌 Investment Banking - AVP (Gurugram)
🏢 Client Associates
📍 Gurugram