Financial Strategist

24 hours ago

Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Investment Banking Executive

We are seeking a highly skilled Investment Banking Executive to join our team. As a key member, you will play a pivotal role in deal execution, client management, and strategic growth.

  • Lead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.
  • Execute deals across Mergers & Acquisitions (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.
Key Skills and Qualifications

The ideal candidate should possess strong knowledge of financial modeling, valuation, and deal structuring. Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments is also required. Advanced Excel and PowerPoint skills are necessary for creating financial models and investor decks.

  • Strong communication, negotiation, and problem-solving skills.
  • 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.

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