Position Overview

We
are seeking an Senior Associate to join our IT, Software & Services
execution team. Unlike many investment banking roles, this position is focused
on the hands-on preparation of deal materials, financial models, and
transaction analysis rather than cold origination. The firm will support deal
sourcing and introductions.

Working
as part of a deal team, you will build the financial models, draft the
marketing materials, and run the analytical workstreams that move fund-raising
(equity/debt) and Mergers & Acquisitions (M&A;) transactions from
kick-off to close. The Senior Associate level carries greater ownership of
workstreams and early responsibility for guiding Analysts.

Key
Responsibilities

1.
Financial Modeling & Valuation

· Financial
Modeling: Build and maintain detailed operating models, DCF, comparable
company and precedent transaction analyses, LBO/returns models, and sensitivity
and scenario analyses.

· Valuation
Analysis: Prepare valuation outputs and support the development of the
investment thesis under the guidance of senior bankers.

2.




Transaction Collateral

· Marketing
Materials: Draft Confidential Information Memorandums (CIMs/IMs), Teasers,
pitch books, and Management Presentations to a high quality and accuracy
standard.

· Board
& Client Materials: Prepare board packs, investor updates, and bespoke
analyses that support live deal discussions and client decision-making.

· Quality
Control: Ensure consistency, accuracy, and a high quality bar across all
outputs before they reach clients and counterparties.

3.
Due Diligence & Process Management

· Data Room
Management: Set up and manage Virtual Data Rooms (VDR), tracking
information requests and coordinating the flow of information between clients,
investors, and buyers.

· Due
Diligence Support: Support the financial, legal, tax, and commercial due
diligence processes, helping to resolve queries and keep workstreams on track.

· Process
Coordination: Maintain process track

📌 Senior Associate (India)
🏢 Capwise Financial Services Private
📍 India