Job highlights

- Chartered Accountant or CFA Level III or B.E./B.Tech with MBA, 13 years in Investment Banking with expertise in financial modelling and valuation using platforms like Capital IQ and PitchBook
- Support deal origination, conduct sector and company research, develop financial models, prepare pitchbooks and transaction documents, and assist in M&A;, PE/VC fundraising, and IPO execution

Analyst / Senior Analyst Investment Banking Location: Lower Parel, Mumbai

Experience: 13 Years

Department: Investment Banking

About the Role

We are looking for a motivated and analytical professional to join our Investment Banking team. The role will provide exposure to Venture Capital (VC), Private Equity (PE), Mergers & Acquisitions (M&A;), and IPO transactions.

The candidate will be involved in financial modelling, company and industry analysis, deal origination, preparation of client-facing presentations, and transaction execution support. This position offers an opportunity to work on live and prospective transactions across multiple sectors.

Key Responsibilities

1. Deal Origination & Business Development

- Support deal origination through sector mapping, company screening, investor mapping, and transaction benchmarking.
- Conduct company, industry, sector, competitor, and market research to identify potential clients, investment opportunities, acquisition targets, and strategic investors.
- Analyse transaction feasibility, funding requirements, valuation attractiveness, and potential transaction risks.
- Track M&A; transactions, PE/VC investments, IPOs, fundraising activities,



and investor developments.
- Maintain transaction comparables, sector databases, and investor databases using platforms such as Tracxn, VCCEdge, Private Circle, Capital IQ, PitchBook, or similar tools.
- Prepare pipeline updates, transaction reports, and business development presentations.

2. Transaction Execution

- Support end-to-end execution of M&A;, PE/VC fundraising, and IPO mandates.
- Develop financial models, including financial projections, valuation models, sensitivity analysis, and scenario analysis.
- Apply valuation methodologies such as DCF, Comparable Company Analysis, Precedent Transactions, Venture Capital Method, and other relevant approaches.
- Prepare pitchbooks, teasers, Information Memorandums, management presentations, investor presentations, and valuation reports.
- Identify and profile relevant investors, buyers, target companies, and transaction counterparties.
- Support investor and buyer outreach, track interactions, manage follow-ups, and maintain transaction trackers.
- Participate in client discussions and support senior team members with transaction-related analysis and documentation.

Educational Qualifications

- Chartered Accountant (CA), or
- CFA Level III, or




- B.E./B.Tech followed by MBA/PGDM from a reputed institution.

Experience & Functional Expertise

- 13 years of relevant experience in Investment Banking, M&A;, Transaction Advisory, Equity Research, PE/VC, or related fields.
- Hands-on experience in financial modelling, financial analysis, transaction execution, fundraising, M&A;, or capital-market transactions.
- Exposure to early-stage venture fundraising, growth capital, PE/VC transactions, M&A;, or IPO readiness/execution will be an added advantage.
- Strong understanding of financial statements, valuation methodologies, and transaction structures.
- Positive understanding of the PE/VC, M&A;, IPO, and broader capital markets ecosystem.

Technical Skills

- Advanced proficiency in MS Excel and PowerPoint.
- Strong financial modelling and valuation skills.
- Familiarity with research platforms such as Tracxn, Private Circle, VCCEdge, Capital IQ, PitchBook, or similar databases.
- Ability to conduct detailed financial, company, and industry research.
- Strong analytical and presentation skills.

Key Competencies

- Strong analytical, problem-solving, and research abilities.
- Excellent attention to detail and accuracy.
- Strong ownership and accountability.
- Ability to manage multiple assignments and work under tight deadlines.
- Excellent verbal and written communication skills.
- Ability to work in a fast-paced and collaborative environment.
- Professional approach, business etiquette, and willingness to learn.

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