Chief Financial Strategist

1 day ago

Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,54,00,000

Financial Professional

Location: NCR/Delhi

Experience: 8–10 years

We are seeking an experienced investment banking professional to join our team. As Associate Vice President (AVP) – Investment Banking, you will play a key role in deal execution, client management, and strategic growth.

Key Responsibilities
  • Lead transaction management from start to finish, including due diligence, negotiations, regulatory filings, and closing documentation.
  • Execute deals across various sectors such as M&A, private equity, venture capital, ECM, and DCM.
  • Build and manage investor relationships with venture capitalists, private equity firms, family offices, corporates, and angel networks.
  • Prepare pitch decks, company information memoranda (CIMs), business plans, teasers, and financial models for fundraising purposes.
  • Conduct deep research on various sectors such as 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.

Strong knowledge of financial modelling, valuation, and deal structuring is required. You should have expertise in corporate finance, capital markets, IPOs, and debt/equity instruments. Advanced Excel & PowerPoint skills for financial models and investor decks are essential. Excellent market research, business due diligence, and sector analysis skills are also necessary.

Qualifications
  • 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.
  • 8–10 years of experience in investment banking, corporate finance, or financial advisory with a proven track record.

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