Investment Specialist

15 hours ago

Delhi, Delhi, India Discoveries Quintessential Full time
AVP – Investment Banking (M&A, Fundraising, Corporate Finance) Location: NCR/Delhi Experience: 8–10 years Are you an experienced investment banking professional with a strong track record in M&A, fundraising, and corporate finance? We are looking for a dynamic Associate Vice President (AVP) – Investment Banking to join our team and play a key role in deal execution, client management, and strategic growth.

Key Responsibilities Lead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.

Execute deals across M&A, private equity, venture capital, ECM, and DCM.

Build and manage investor relationships with VCs, PEs, family offices, corporates, and angel networks.

Prepare pitch decks, CIMs, business plans, teasers, and financial models for fundraising.

Conduct deep sector research (technology, infrastructure, healthcare, manufacturing, BFSI, etc.) to identify opportunities.

Deliver impactful presentations at investor forums, conferences, and client discussions.

Collaborate with legal, tax, and compliance teams for seamless deal structuring and execution.

Skills & Expertise Strong knowledge of financial modelling, valuation (DCF, comparables, precedent transactions), and deal structuring.

Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments.

Advanced Excel & Power Point skills for financial models and investor decks.

Excellent market research, business due diligence, and sector analysis skills.

Proven ability in client relationship management and business development.

Strong communication, negotiation, and problem-solving skills.

Qualifications MBA/PGDM in Finance/Strategy from Tier-1 B-schools preferred.

Chartered Accountant / CFA (USA) / FRM certification is a strong advantage.

Bachelor's degree in Finance, Economics, Commerce, or Business Administration.8–10 years of investment banking, corporate finance, or financial advisory experience with a proven track record.

  • Equity Advisor

    3 weeks ago

    Delhi, Delhi, India INVESTMENT SOLUTIONS HUB Full time

    We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue through client portfolio advisory in equity,...

  • Alternative Investment Specialist

    6 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    We are looking for a professional to fill the role of Alternative Investment Specialist. This is an exciting opportunity to join our team and contribute to the growth and success of our organization.

  • Senior Investment Specialist

    2 days ago

    Delhi, Delhi, India beBeeInvestment Full time US$ 1,20,000 - US$ 1,60,000

    Job Title: Investment Operations SpecialistJob Summary:We are seeking a highly skilled Investment Operations Specialist to join our team. This role will be based in Mumbai and will involve working closely with colleagues in other locations.Key Responsibilities:Act as lead specialist for the Mumbai team to support their day-to-day responsibilities.Liaise with...

  • AVP – Investment Banking Specialist

    4 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,10,00,000

    Investment Banking SpecialistWe are seeking a highly skilled Investment Banking Specialist to join our team. This is an exceptional opportunity for a talented individual to drive success in M&A, fundraising, and corporate finance.As an Investment Banking Specialist, you will be responsible for leading end-to-end transaction management, including due...

  • Strategic Investment Analyst

    4 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Financial market specialist role involves analysing various financial products including mutual funds insurance and other investment products. Your expertise in research analysis will help develop effective investment trading strategies.Key Responsibilities• Analyse diverse financial investment products• Deep understanding of mutual funds insurance...

  • Board Investment Specialist

    6 days ago

    Delhi, Delhi, India beBeeInvestment Full time US$ 90,000 - US$ 1,21,000

    Investment Opportunity:We are seeking an Investing Board Investor to join our organization on a part-time remote basis.The ideal candidate will have expertise and experience in investing in startups at the Pre-Seed to Series A stage, collaborating closely with client Boards of Directors to meet specific objectives.Key Responsibilities:Investing in startups...

  • Expert Investment Professional Wanted

    2 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Job OverviewThis role offers a unique opportunity to join a dynamic team as an Investment Specialist.The successful candidate will be responsible for leveraging their expertise in Investment and Insurance to drive business growth and excellence.Key Responsibilities:Develop and execute investment strategies that align with business objectivesMaintain strong...

  • Senior Investment Product Specialist

    4 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

    **Role Overview**We are seeking a seasoned professional to cater to the sophisticated investment needs of mass affluent clients. The ideal candidate will provide tailored wealth advice and drive significant asset under management (AUM) and investor acquisition targets.Key Responsibilities:Recommend products such as Mutual Funds (MF), Portfolio Management...

  • Sustainable Infrastructure Investment Manager

    2 days ago

    Delhi, Delhi, India beBeeClimateFinance Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Climate Finance SpecialistWe are seeking a highly analytical professional with expertise in financial modeling, investment structuring, and market research within the climate finance domain. This role will focus on evaluating, structuring, and monitoring climate-aligned investments across renewable energy, electric vehicles, green hydrogen, energy...

  • Investment Specialist-branch Banking-branch Banking-regional Sales

    2 days ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time

    Job Category KMBLDegree Level Bachelor s Degree Investment Specialist - RMCE Job code-160076Grade- M4 M5 Location MumbaiJob RoleOwnership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped AreaPenetration of client base for creating new investors in MF investments from existing client...