Job Description

About Us:

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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.

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Recognized as a pioneer in the industry, Client Associates has received several prestigious accolades, including:

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- Best Multi Family Office – AIWMI India Wealth Awards (2018)
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- CNBC TV18 Best Financial Advisors Award (Multiple Years)
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- Citywealth Asian Family Office of the Year
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- Ranked among the World's Outstanding Wealth Managers for Family Office Services by Private Banker International
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About the role -

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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.

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The ideal candidate combines solid analytical capabilities with excellent communication skills and thrives in a fast-paced, entrepreneurial environment.

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Key Responsibilities -

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Transaction Execution

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




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Client & Stakeholder Management

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

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- Conduct industry, company, and market research to develop investment theses and sector insights
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- Analyze competitive landscapes, market trends, and macroeconomic factors affecting businesses
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- Support deal origination by identifying prospective clients and assisting with business development initiatives
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Candidate Profile -

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

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- Work on high-impact transactions with leading entrepreneurs and investors
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- Gain end-to-end exposure to fundraising, M&A;, and strategic advisory mandates
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- Be part of a collaborative, high-performance boutique investment banking platform
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- Accelerate your learning through direct mentorship from experienced investment bankers
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- Enjoy a merit-driven culture that values ownership, innovation, and professional growth
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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