Key Responsibilities
1. Deal Origination &
- Closing
- Assist in sourcing and qualifying recent mandates through outreach to start-ups, founders, and
referral networks
- Support preparation of pitch materials, term sheets, and engagement letters for prospective
clients
- Track deal pipelines, follow up with prospects, and help push active mandates to closure
- Participate in client calls, investor meetings, and pitch sessions alongside senior team
members
- Maintain a deal tracker and provide regular status updates to the Managing Partner
1. Investment Banking &
- Transaction Advisory
- Prepare and refine Information Memoranda (IMs), teasers, pitch decks, and executive
summaries for fundraising mandates
- Build and stress-test financial models: revenue projections, valuation (DCF, comparable,
precedent transactions), and sensitivity analysis
- Conduct investor research identify, profile, and map relevant HNIs, family offices, VCs, and
AIFs for active mandates
- Assist in transaction structuring discussions and prepare scenario analyses for deal teams
- Support term sheet negotiations and coordinate documentation with legal and compliance
teams
1. Due Diligence &
- Research
- Conduct financial and legal due diligence: review financials, cap tables, MCA records, and
statutory filings
- Prepare due diligence checklists, data room indexes, and gap reports for investor review
- Carry out sector research, market sizing, competitive benchmarking, and regulatory landscape
analysis
- Validate client-provided data and flag inconsistencies or risk areas proactively
1. Advisory &
- Problem Solving
- Work on CFO Advisory (VCFO) mandates: MIS preparation, cash flow planning, budgeting,
and investor reporting
- Assist clients with DPIIT registration, 80-IAC applications, and government scheme advisory
- Provide inputs on compliance structuring, shareholding patterns, and start-up regulatory
frameworks
- Take on non-standard, first-of-its-kind advisory problems
- Adopt and actively use AI tools introduced by the firm to accelerate research, model-building,
and document preparation (full training provided)
1. Investor Relations &
- Ecosystem
- Manage investor outreach draft personalised pitch emails, WhatsApp broadcasts, and
LinkedIn messages
- Maintain and update investor databases with interaction logs, feedback, and follow-up status
- Build relationships with incubators, co-working spaces, and start-up communities in the
Mumbai ecosystem
Ideal Candidate Profile
- CA Inter cleared or pursuing CA Finals — currently serving articleship
- Hungry for deal-side work; not looking for a routine compliance or audit articleship
- Strong analytical skills — comfortable building financial models and interpreting numbers
under time pressure
- Excellent written and verbal communication — you will be drafting investor-facing documents
and speaking on client calls
- A natural problem-solver who can handle ambiguity and figure things out independently
- Fast learner with a high curiosity quotient — we handle non-textbook work regularly and need
someone who adapts quickly
- Proficiency in Excel and PowerPoint; prior exposure to financial modelling or IB is a strong
plus
- Comfortable with AI tools or excited to learn them — we will train you completely
- Self-driven, deadline-conscious, and able to manage multiple mandates simultaneously
- Based in or able to commute to Powai, Mumbai
📌 Investment Banking & Advisory Intern (CA Articleship) (Mumbai)
🏢 Myraid
📍 Mumbai