Investment Banking Associate

About Kaizen Partners

Kaizen Partners is a global investment banking platform focused on growth-stage capital solutions across India and beyond. We advise founders and boards on equity fundraising (seed to late growth), structured solutions, and strategic financing across fintech/BFSI and adjacent high-growth sectors.

Role Mission

Be the deal velocity engine for our equity mandates, source qualified investors, run fast and compliant processes, and convert interest into signed term sheets. If you're well-networked in the equity ecosystem and love the chase, this role is built for you.

What You'll Do

· Deal Sourcing & Investor Development

o Build and maintain a curated network of VC/PE funds, family offices, strategic investors, and venture debt funds with a bias towards the ecosystems.

o Own warm outreach and calendar: targeted emails/WhatsApp/LI, partner mapping, and senior-level introductions.

· Mandate Execution

o Create investor longlists/shortlists, outreach cadences, and meeting packs; maintain CRM hygiene (Zoho/HubSpot).

o Draft teasers, investment highlights, and contribute to IMs; maintain data rooms (DocSend/Drive) with version control.

o Drive diligence workstreams: commercial/financial/legal checklists; coordinate with auditors, legal counsel, and company teams.

o Track and close process actions, Q&A logs, follow-ups, site visits, and term‑sheet negotiation support.

· Analytics & Storytelling

o Build quick financial models (3‑statement, unit economics, cohort views); run comps (trading/transaction) and sanity checks.

o Convert raw data into sharp investor narratives and crisp board updates.

· Market Intelligence

o Monitor sector flows, fund theses, and recent transactions; publish internal notes on who is investing in what and why.

· Compliance & Process Rigor

o Uphold confidentiality, NDAs, MNPI controls; ensure materials align with applicable SEBI/Companies Act norms and best practices.

What Success Looks Like (30/60/90 Days)

· 30 Days: Live work on 2–3 mandates; investor map ready for each; ≥90% CRM hygiene; first wave of warm connects scheduled.

· 60 Days: 20–30 qualified investor interactions/month; repeat engagement on top 10 funds; IM/teaser quality passes senior review with minimal edits.

· 90 Days: ≥1–2 advanced diligences running; visible TS pipeline progress; founder and investor feedback consistently "strong".

Specific numeric targets/quotas will be finalized during onboarding based on active mandates and cycle timing.

Core KPIs

· Qualified investor meetings/month (warm + targeted cold)

· Shortlist to first‑meeting conversion % and first‑meeting to diligence %

· Term sheets in pipeline/quarter and time‑to‑TS

· CRM discipline: follow‑up SLAs, note quality, data room accuracy

· Quality of outputs: teaser/IM score (internal rubric), founder/investor satisfaction

Must‑Have Qualifications

· 1–4 years in equity fundraising, IB/ECM, VC/PE, or startup investor relations, with hands-on deal execution exposure.

· Demonstrated network depth with VCs/PEs/family offices; ability to secure meetings via warm intros.

· Strong financial modelling fundamentals; comfort with market sizing, unit economics, and valuation triangulation.

· Excellent writing and presentation skills—able to craft crisp emails, teasers, and board-ready materials.

· Tools: Excel/PowerPoint, Google Suite, CRM (Zoho/HubSpot), DocSend/Drive; bonus for Pitchbook/Tracxn/Venture Intelligence/CapitalIQ.

Good‑to‑Have

· Sector familiarity in fintech/BFSI, consumer internet, SaaS, climate/EV, or healthcare.

· Kannada/Hindi/English fluency (for Bengaluru ecosystem work); Marathi for Mumbai is a plus.

· MBA/CA/CFA (L1+) or top-tier undergrad with strong internships.

Who You Are (Traits)

· Relentlessly proactive: high‑velocity outreach, structured follow-ups, and "no‑pendency" discipline.

· Commercially sharp: connects investor theses to mandate narratives instantly.

· Detail‑obsessed: immaculate data rooms, watertight trackers, and audit‑clean notes.

· Calm under fire: thrives in live deals, senior‑stakeholder rooms, and tight timelines.

· Team player: communicates clearly with founders, seniors, and cross-functional partners.

Work Model & Travel

· On‑site (Bengaluru preferred; Mumbai considered). Travel across Bengaluru/Mumbai/Delhi, and other hubs as needed; extended hours during live processes.

Compensation & Growth

· Competitive fixed + performance bonus tied to TS/mandate milestones and execution quality.

Job Type: Full-time

Pay: ₹300, ₹600,000.00 per month

Work Location: In person