Investment Banking Specialist

17 hours ago


Mumbai Maharashtra India, Maharashtra Systematix Group Full time

Profile: - Analyst/ Sr. Analyst – M&A

Experience – 4 to 6 Years

Qualification – CA/ MBA - or any PG Degree in Finance

Location: - BKC. Mumbai

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

About the Role

This role offers the opportunity to work on Private Equity and M&A transactions with a focus on deal origination and execution. Key responsibilities include financial modeling, valuation (DCF, comps, precedent deals), due diligence, and preparation of investment memoranda/pitchbooks. The role also covers transaction structuring, synergy analysis, negotiation support, and exit planning (secondary sales, strategic buyouts, IPO readiness).

The candidate will actively engage with corporates, financial sponsors, and institutional investors, supporting senior bankers in managing relationships and identifying new investment opportunities.

Key Responsibilities

Deal Origination & Sourcing

  • Identify and evaluate potential investment and acquisition opportunities through industry research, databases, and professional networks.
  • Build and maintain relationships with promoters, corporates, funds, bankers, and advisors to generate deal flow.
  • Track private equity transactions, strategic acquisitions, and fund-raising opportunities across sectors.

Financial Analysis & Valuation

  • Develop detailed financial models for M&A and PE transactions, including DCF, trading/transaction comps, and scenario analysis.
  • Conduct in-depth financial statement analysis, benchmarking, and sensitivity analysis.
  • Prepare investment memoranda, valuation reports, and board-level presentations.

Transaction Execution

  • Support end-to-end execution of M&A and PE deals including due diligence, negotiations, structuring, and documentation.
  • Coordinate with legal, tax, and due diligence advisors to ensure smooth execution.
  • Assist in drafting term sheets, transaction notes, and regulatory submissions where required.

Client Coverage & Advisory

  • Assist senior bankers in managing client relationships with corporates, investors, and financial sponsors.
  • Prepare pitchbooks, proposals, and client presentations for new mandates.
  • Participate in client discussions, offering analytical insights and strategic inputs.
  • Support in post-investment monitoring, portfolio tracking, and exit strategy planning.

Market & Sector Research

  • Conduct sector mapping and thematic research to identify new investment themes and acquisition opportunities.
  • Track macroeconomic, regulatory, and competitive developments impacting M&A/PE activity.
  • Generate insights to support origination, client advisory, and strategic decision-making.

Team Collaboration & Representation

  • Work closely with Directors/Partners in live deal execution.
  • Collaborate with internal teams (Research, Debt, ECM, Coverage) to deliver integrated solutions for clients.
  • Represent the firm at investor conferences, roadshows, and industry forums to strengthen network and visibility.

Qualifications & Experience:

  • CA / CFA / Postgraduate in Finance or related field.
  • 4–6 years of experience in investment banking or corporate banking.
  • Prior exposure to coverage banking or client-facing analytical roles preferred.
  • Experience in preparing pitchbooks and working on live deals will be an advantage.



  • Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Ltd. Location: Belapur, Navi Mumbai Employment Type: On site, Full-time (Monday to Saturday) Experience: 5-6 Years About the Role: We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and...


  • Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job DescriptionJob Title: Manager - Capital Markets & Investment Banking AdvisoryCompany: Visure Investment Affairs Pvt. Ltd.Location: Belapur, Navi MumbaiEmployment Type: On site, Full-time (Monday to Saturday)Experience: 5-6 YearsAbout the Role:We are seeking an experienced Capital Markets professional with 56 years of expertise in equity fundraising and...


  • Mumbai, Maharashtra, India JPMorganChase Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    JOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in "Investment Analysis". You have found the right teamAs an Investment Specialist within our Global Fixed Income Currencies and Commodities team , you will spend each day defining, refining and delivering set goals for our firmYou will be focused on growing the business through...


  • Mumbai, Maharashtra, India Estalvis Advisors Pvt. Ltd. Full time

    Please Share your Profile on recruiter6@estalvisadvisors.com OR 8910486034 on an immediate basis.Job Title: Investment Banking Associate / AnalystLocation: MumbaiExperience: 1–3 years in Investment BankingQualification: Pursuing CFA (preferred)Joining: Immediate JoinersJob DescriptionWe are seeking a highly motivated Investment Banking Associate/Analyst to...


  • Mumbai, Maharashtra, India JR Laddha Financial Services Pvt. Ltd. Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Job Description: Analyst Investment BankingLocation: Mumbai Lower Parel (On-site)Department: Investment BankingReporting To: Director Investment BankingCompensation: INR 4 12 LPA (Fixed) + Performance-Based IncentivesRole OverviewJR Laddha is seeking a highly driven and detail-oriented Investment Banking Analyst to join our Mumbai team. The role...


  • Mumbai, Maharashtra, India Klay Securities Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...


  • Mumbai, Maharashtra, India JPMC Candidate Experience page Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Unlock your potential as an experienced audit professional with our Commercial and Investment Banking Audit team.Job SummaryAs a Commercial Investment Banking -Dodd-Frank/Volcker Senior Audit Associate in our Internal Audit Team  based in Mumbai as part of the North America Commercial Investment Banking Dodd-Frank/Volcker Compliance Audit team, you will be...


  • Navi Mumbai, Maharashtra, India Itvedant Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description:As an Investment Banking Trainer, you will be responsible for delivering engaging andinteractive sessions, guiding learners through real-world scenarios, mentoring them, andpreparing them for successful careers in Investment Banking and Finance.Responsibilities:Deliver training sessions on Investment Banking covering modules such as financial...


  • Mumbai, Maharashtra, India Jefferies Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    About UsJefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K....


  • Mumbai, Maharashtra, India JPMorganChase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JOB DESCRIPTIONUnlock your potential as an experienced audit professional with our Commercial and Investment Banking Audit team.Job SummaryAs a Commercial Investment Banking -Dodd-Frank/Volcker Senior Audit Associate in our Internal Audit Team based in Mumbai as part of the North America Commercial Investment Banking Dodd-Frank/Volcker Compliance Audit team,...