Investment Banking Associate

About Kaizen PartnersKaizen Partners is a global investment banking platform focused on growth-stage capital solutions across India and beyond. We advise founders and boards on equity fundraising (seed to late growth), structured solutions, and strategic financing across fintech/BFSI and adjacent high-growth sectors.Role MissionBe the deal velocity engine for our equity mandates, source qualified investors, run fast and compliant processes, and convert interest into signed term sheets. If you're well-networked in the equity ecosystem and love the chase, this role is built for you.What You'll Do· Deal Sourcing & Investor Developmento Build and maintain a curated network of VC/PE funds, family offices, strategic investors, and venture debt funds with a bias towards the ecosystems.o Own warm outreach and calendar: targeted emails/WhatsApp/LI, partner mapping, and senior-level introductions.· Mandate Executiono Create investor longlists/shortlists, outreach cadences, and meeting packs; maintain CRM hygiene (Zoho/HubSpot).o Draft teasers, investment highlights, and contribute to IMs; maintain data rooms (DocSend/Drive) with version control.o Drive diligence workstreams: commercial/financial/legal checklists; coordinate with auditors, legal counsel, and company teams.o Track and close process actions, Q&A logs, follow-ups, site visits, and term‑sheet negotiation support.· Analytics & Storytellingo Build quick financial models (3‑statement, unit economics, cohort views); run comps (trading/transaction) and sanity checks.o Convert raw data into sharp investor narratives and crisp board updates.· Market Intelligenceo Monitor sector flows, fund theses, and recent transactions; publish internal notes on who is investing in what and why.· Compliance & Process Rigoro Uphold confidentiality, NDAs, MNPI controls; ensure materials align with applicable SEBI/Companies Act norms and best practices.What Success Looks Like (30/60/90 Days)· 30 Days: Live work on 2–3 mandates; investor map ready for each; ≥90% CRM hygiene; first wave of warm connects scheduled.· 60 Days: 20–30 qualified investor interactions/month; repeat engagement on top 10 funds; IM/teaser quality passes senior review with minimal edits.· 90 Days: ≥1–2 advanced diligences running; visible TS pipeline progress; founder and investor feedback consistently "strong".Specific numeric targets/quotas will be finalized during onboarding based on active mandates and cycle timing.Core KPIs· Qualified investor meetings/month (warm + targeted cold)· Shortlist to first‑meeting conversion % and first‑meeting to diligence %· Term sheets in pipeline/quarter and time‑to‑TS· CRM discipline: follow‑up SLAs, note quality, data room accuracy· Quality of outputs: teaser/IM score (internal rubric), founder/investor satisfactionMust‑Have Qualifications· 1–4 years in equity fundraising, IB/ECM, VC/PE, or startup investor relations, with hands-on deal execution exposure.· Demonstrated network depth with VCs/PEs/family offices; ability to secure meetings via warm intros.· Strong financial modelling fundamentals; comfort with market sizing, unit economics, and valuation triangulation.· Excellent writing and presentation skills—able to craft crisp emails, teasers, and board-ready materials.· Tools: Excel/PowerPoint, Google Suite, CRM (Zoho/HubSpot), DocSend/Drive; bonus for Pitchbook/Tracxn/Venture Intelligence/CapitalIQ.Good‑to‑Have· Sector familiarity in fintech/BFSI, consumer internet, SaaS, climate/EV, or healthcare.· Kannada/Hindi/English fluency (for Bengaluru ecosystem work); Marathi for Mumbai is a plus.· MBA/CA/CFA (L1+) or top-tier undergrad with strong internships.Who You Are (Traits)· Relentlessly proactive: high‑velocity outreach, structured follow-ups, and "no‑pendency" discipline.· Commercially sharp: connects investor theses to mandate narratives instantly.· Detail‑obsessed: immaculate data rooms, watertight trackers, and audit‑clean notes.· Calm under fire: thrives in live deals, senior‑stakeholder rooms, and tight timelines.· Team player: communicates clearly with founders, seniors, and cross-functional partners.Work Model & Travel· On‑site (Bengaluru preferred; Mumbai considered). Travel across Bengaluru/Mumbai/Delhi, and other hubs as needed; extended hours during live processes.Compensation & Growth· Competitive fixed + performance bonus tied to TS/mandate milestones and execution quality.Job Type: Full-timePay: ₹300, ₹600,000.00 per yearBenefits:Cell phone reimbursementWork Location: In person