Key Responsibilities

- Investor & Lender Connect: Build, develop and maintain relationships with HNIs, family offices, PE/VC funds, private credit funds, NBFCs, banks, DFIs and other institutional investors.

- Deal Syndication: Identify and connect appropriate capital providers with live fundraising mandates across equity, debt, structured finance and private credit.

- Equity Fundraising: Facilitate investor outreach for growth capital, private placements, pre-IPO funding and strategic equity investments.

- Debt & Private Credit: Coordinate with banks, NBFCs, credit funds and private lenders for project finance, structured debt, working capital and other debt financing requirements.

- M&A; Transactions: Support investor and strategic buyer connect for acquisitions, buyouts, asset sales, acquisition financing and related transaction mandates.

- Deal Origination: Assist in identifying potential investors, funding opportunities and strategic transaction prospects through industry networks and relationship development.

- Transaction Coordination: Arrange investor meetings, coordinate discussions between investors and promoters, manage follow-ups and maintain transaction momentum.

- Documentation & Due Diligence: Coordinate preparation and circulation of pitch decks, teasers, information memoranda, term sheets, financial information and other transaction documents, working with internal teams and external advisors.

- Mandate Management: Track investor interest, maintain investor databases, monitor deal pipelines and provide regular updates on transaction progress.

- Transaction Closure: Coordinate commercial discussions, due diligence,



negotiations and documentation with relevant stakeholders until transaction completion.

Desired Candidate Profile

- Approximately 2 to 8 years of relevant experience in investment banking, deal syndication, fundraising, investor relations, debt syndication, corporate finance or transaction advisory.

- Established relationships with investors, HNIs, family offices, PE/VC funds, private credit funds, banks, NBFCs or other institutional capital providers.

- Working knowledge of equity fundraising, debt financing, private credit and M&A; transactions.

- Experience in investor outreach, deal execution, financial documentation, due diligence coordination and transaction follow-through.

- Strong communication, relationship management, negotiation and stakeholder coordination skills.

- Ability to understand funding requirements and identify suitable investors or lenders for specific mandates.

- Self-driven, commercially aware and comfortable working in a lean, entrepreneurial investment banking environment.

Educational Qualifications

- MBA Finance, CA, CFA or an equivalent qualification in finance, accounting or business.

- Relevant transaction experience and demonstrable investor/lender relationships will be important considerations.

Location

- Mumbai

- Ahmedabad

Ideal Candidate A finance skilled with an established investor or lender network, hands-on exposure to fundraising or deal syndication, and the ability to connect capital providers with transaction opportunities across equity, debt, private credit and M&A.;

This is a relationship-driven investment banking role combining investor connect, deal syndication, origination support, transaction coordination and documentation.

📌 Investor Connect and Deal Syndication (Ahmedabad)
🏢 Intellectual Capital HR Consulting
📍 Ahmedabad