Deal Origination and Transaction Management Expert

1 day ago


Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,55,00,000
Investment Opportunities

The role of Investment Specialist involves leading end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation. This encompasses executing deals across Mergers and Acquisitions (M&A), Private Equity (PE), Venture Capital (VC), Equity-Linked Financing (ECM), and Debt Capital Markets (DCM).

This position requires building and managing investor relationships with Venture Capital firms, Private Equity investors, family offices, corporations, and angel networks.

Responsibilities include preparing pitch decks, Confidential Information Memoranda (CIMs), business plans, teasers, and financial models for fundraising purposes.

It also entails conducting in-depth sector research (technology, infrastructure, healthcare, manufacturing, Banking and Financial Services Institutions (BFSI), etc.) to identify potential opportunities.

The Investment Specialist will deliver impactful presentations at investor forums, conferences, and client discussions.

Collaboration with legal, tax, and compliance teams is essential for seamless deal structuring and execution.



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