Senior Investment Banking Professional
1 week ago
At Capwise Financial Services Private Limited, we are seeking a seasoned Senior Investment Banking Professional to drive our growth in the Investment Banking space. Our team is dedicated to delivering innovative solutions and results-driven advisory services.
About the Role
We are looking for an experienced professional with a proven track record of success in management consulting, consistently exceeding targets and expectations throughout their career. The ideal candidate will have business and consulting experience gained within recognized financial institutions, leading advisory firms, or specialized boutique consultancies.
The successful candidate will be able to engage with new investors in the private equity (PE) / venture capital (VC) domain and senior leadership across the industry. They should possess excellent communication, presentation, and relationship management skills, as well as the ability to work collaboratively and provide constructive challenges and advice.
Key Responsibilities
- Analyze investment opportunities by establishing and maintaining relationships with investment bankers, consultants, and others, and exploring potential acquisition ideas.
- Conduct financial modeling and initial due diligence for investment opportunities.
- Support management and monitor portfolio companies.
- Manage the daily tasks of the deal teams and collaborate closely with senior management on strategy and negotiations.
- Oversee internal due diligence processes and negotiations.
- Contribute to fundraising, operational management, and investing efforts.
- Develop and implement a targeted investment banking strategy for Capwise in key sectors such as Real Estate, FMCG, Direct Consumer, Pharma, Industrials, Infra, FIG, and TMT, as well as other sectors.
- Create various financial models to assess the value of debt and equity for mergers, capital-raising, and other transactions.
- Prepare and review materials used in client financing, including investment memoranda, management presentations, and pitch decks.
- Cultivate relationships with new and existing clients to expand the business.
- Conduct research, analysis, and documentation for live transactions.
- Possess knowledge in start-up fundraising and M&A.
- Mentor and develop consultants in collaboration with other senior management team members to foster a leadership culture.
Requirements
- A strong background in management consulting, with a proven track record of success.
- Business and consulting experience gained within recognized financial institutions, leading advisory firms, or specialized boutique consultancies.
- Excellent communication, presentation, and relationship management skills.
- Ability to work collaboratively and provide constructive challenges and advice.
- Knowledge in start-up fundraising and M&A.
- MBA - Finance (B-School) IIT, IIM, CA, CFA, FRM
Compensation and Benefits
We offer a highly competitive salary of $120,000 - $180,000 per annum, commensurate with experience, along with a comprehensive benefits package that includes health insurance, retirement savings plan, and generous paid time off.
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