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
Develop and deliver high-quality marketing materials for potential clients, ensuring alignment with client objectives.
Support business development initiatives, including lead generation, preparation of pitch books and presentations, and identification of recent deal opportunities.
Demonstrate a strong understanding of the technology sector, including Enterprise Technology, SaaS, AI, Cloud, FinTech, and other emerging technology verticals.
Identify and engage with potential investors and strategic buyers on behalf of clients.
Build and maintain relationships with senior client stakeholders, including executives, directors, and shareholders.
Participate in deal negotiations and term sheet discussions.
Manage the due diligence process, ensuring efficient and comprehensive information gathering.




Coordinate with legal advisors to support transaction documentation and deal execution.
Deliver exceptional client service throughout the transaction process.

Qualifications

Required
CA qualification.
5–7 years of experience in Investment Banking, Corporate Finance, M&A; Advisory, Private Equity, or Transaction Advisory.
Minimum 3 years of Sell-Side Investment Banking experience, preferably within the technology sector.

Skills & Competencies
Solid academic background and analytical capabilities.
Deep understanding of financial statement analysis and valuation methodologies.
Proficiency in financial modeling and presentation tools.
Ability to manage multiple projects independently while collaborating effectively with teams.
Excellent written and verbal communication skills.
Experience using financial databases such as S&P; Capital IQ.
Self-driven, proactive, and capable of working independently.
Robust stakeholder management and relationship-building skills.

Experience
5–7 years of relevant experience.

📌 Manager Karnataka
🏢 Skywings Advisors
📍 Karnataka