Role & responsibilities

- End to End IB Role - deal origination, execution, and transaction closure.
- Preparation of information memorandums, financial models, and pitch decks.
- Forming a view on valuations of companies. This will involve the application of different valuation methodologies that will be relevant to the company being valued.
- Assisting the senior team on M&A; / fundraising transactions which will involve the following:

- Originating the client and pitching to them
- Preparing marketing collaterals for investors. Key thing here would be to make the right pitch to investors which will also involve participating in ideating sessions with the management team.
- Understanding the financial statements of companies and helping present financials in the most appropriate way to investors.
- Engaging with investors to build their conviction about the opportunity.
- Advising on a term sheet that will include valuation and key deal terms.
- Assist in due diligence initiated by investors which will involve collating data, analysis, assessing implications on the deal, etc.
- Advising on definitive agreements (share purchase agreements, share subscription agreements,



etc.).
- Assisting in deal closure.

- Assisting the senior team with business development (BD).
- Researching different sectors and develop an investment thesis to form a view on sectors/ segments that are likely to do well in the future along with appropriate rationale and pursue such sectors to identify BD opportunities.
- Interacting with clients and investors.
- Originating and cultivating relationships with clients, prospective clients, and investors (entrepreneurs / CXOs / PE or VC funds/family offices/ skilled advisors).

Preferred candidate profile

CA/CFA/MBA (top tier colleges) with 1 to 4 years of experience

Role: Other, Industry Type: Investment Banking / Venture Capital / Private Equity, Department: Other, Employment Type: Full Time, Permanent Role Category: Other Education PG: CA in CA, MBA/PGDM in Finance Key Skills Skills highlighted with ‘‘ are preferred keyskills Investment BankingBusiness Development Mergers and AcquisitionsFinancial ModellingValuation AnalysisDue DiligenceResearch

📌 Associate-Investment Banking/M&A (Mumbai)
🏢 Lodha Capital Markets
📍 Mumbai