Investment Banking Specialist

2 weeks ago

Udaipur, Rajasthan, India beBeePrivate Full time US$ 65,000 - US$ 85,000

Are you looking for a challenging role in private equity? We are seeking a Private Equity Lead, Deal Support to join our team.

Job Role

The successful candidate will be responsible for supporting investor accounts, coordinating diligence activities, and tracking deal progress. They will work closely with senior partners to ensure all diligence items and next steps are on track.

Responsibilities:
  • Support Investor Accounts: Serve as the primary point of contact for investor clients, especially those in the process of evaluating or acquiring businesses.
  • Coordinate Diligence Activities: Facilitate smooth information flow between sellers, investors, and internal teams to ensure all diligence items and next steps are on track.
  • Track Deal Progress: Monitor acquisition timelines, investor activity, and deal milestones using internal systems and CRM tools.
  • Provide Financial Review: Assist with reviewing CIMs, financial summaries, and business profiles; coordinate follow-ups with internal finance or diligence teams.
  • Maintain Accurate Records: Update and manage investor-related data and communications in Caprae's CRM and reporting tools.
  • Ensure High-Quality Communication: Help prepare investor updates, responses, and reports. Ensure professional, prompt communication that reflects excellence.
Requirements:
  • 1-5 years of experience in finance, consulting, investor relations, or account management.
  • Based in India, with strong English communication skills (verbal and written).
  • Exposure to working with U.S. or Western clients or companies is strongly preferred.
  • Understanding of investment and financial concepts, such as due diligence, CIMs, EBITDA, and cash flow.
  • Comfortable working with data, organizing information, and following structured workflows.
  • Highly organized, proactive, and detail-oriented, with strong follow-up discipline.
  • Willingness to work in a fast-paced, entrepreneurial environment across time zones.
What We Offer:
  • Opportunity to grow with a fast-growing investment firm working with top entrepreneurs and operators.
  • Exposure to a wide range of acquisition opportunities and deal structures.
  • Long-term growth path into senior roles in investor operations, account management, or M&A support.
  • Remote work flexibility with a global team that values integrity, accountability, and entrepreneurial thinking.

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