Manager / Assistant Manager – Deals (Lead Advisory)

Job Summary

We are seeking a highly motivated and experienced professional with a strong corporate finance background to join a growing Lead Advisory team. This is a front-office role where you will advise clients on strategic transactions across the entire deal lifecycle.

Key Responsibilities

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Develop and deliver high-quality marketing materials for potential clients, ensuring alignment with client objectives.

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Support business development initiatives, including lead generation, preparation of pitch books and presentations, and identification of new deal opportunities.

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Demonstrate a solid understanding of the technology sector, including Enterprise Technology, SaaS, AI, Cloud, FinTech, and other emerging technology verticals.

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Identify and engage with potential investors and strategic buyers on behalf of clients.

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Build and maintain relationships with senior client stakeholders, including executives, directors, and shareholders.

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Participate in deal negotiations and term sheet discussions.

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Manage the due diligence process, ensuring efficient and comprehensive information gathering.

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Coordinate with legal advisors to support transaction documentation and deal execution.

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Deliver exceptional client service throughout the transaction process.

Qualifications

Required

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CA qualification.

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5–7 years of experience in Investment Banking, Corporate Finance, M&A; Advisory, Private Equity, or Transaction Advisory.

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Minimum 3 years of Sell-Side Investment Banking experience, preferably within the technology sector.

Skills & Competencies

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Strong academic background and analytical capabilities.

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Deep understanding of financial statement analysis and valuation methodologies.

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Proficiency in financial modeling and presentation tools.

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Ability to manage multiple projects independently while collaborating effectively with teams.

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Excellent written and verbal communication skills.

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Experien

📌 Manager (Veerapur)
🏢 Skywings Advisors
📍 Veerapur