Associate-Investment Banking/M&A

3 days ago


Mumbai, Maharashtra, India Lodha Capital Markets Full time ₹ 5,00,000 - ₹ 20,00,000 per year

Role & responsibilities

  1. End to End IB Role - deal origination, execution, and transaction closure.

  2. Preparation of information memorandums, financial models, and pitch decks.

  3. Forming a view on valuations of companies. This will involve the application of different valuation methodologies that will be relevant to the company being valued.

  4. Assisting the senior team on M&A / fundraising transactions which will involve the following:

  5. Originating the client and pitching to them

  6. Preparing marketing collaterals for investors. Key thing here would be to make the right pitch to investors which will also involve participating in ideating sessions with the management team.
  7. Understanding the financial statements of companies and helping present financials in the most appropriate way to investors.
  8. Engaging with investors to build their conviction about the opportunity.
  9. Advising on a term sheet that will include valuation and key deal terms.
  10. Assist in due diligence initiated by investors which will involve collating data, analysis, assessing implications on the deal, etc.
  11. Advising on definitive agreements (share purchase agreements, share subscription agreements, etc.).
  12. Assisting in deal closure.

  13. Assisting the senior team with business development (BD).

  14. Researching different sectors and develop an investment thesis to form a view on sectors/ segments that are likely to do well in the future along with appropriate rationale and pursue such sectors to identify BD opportunities.

  15. Interacting with clients and investors.

  16. Originating and cultivating relationships with clients, prospective clients, and investors (entrepreneurs / CXOs / PE or VC funds/family offices/ professional advisors).

Preferred candidate profile

CA/CFA/MBA (top tier colleges) with 1 to 4 years of experience



  • Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Overview :We are seeking a highly motivated and skilled Investment Banking Associate to join our dynamic team. The associate will play a key role in supporting the execution of M&A transactions, capital raises, and other investment banking services. This role requires strong analytical skills, attention to detail, and the ability to work under tight...


  • Mumbai, Maharashtra, India 4S Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Urgent Requirement for an Investment Banking Firm Position Associate - Investment Banking M&A LocationBangalore/Mumbai Experience2 - 5 Years (post qualification) Timings9 am - 6pm Monday - Saturday Key Responsibilities of the role holder: Primarily the role holder will support the Leadership team in meeting client requirements across their service...


  • Mumbai, Maharashtra, India Systematix Group Full time ₹ 15,00,000 - ₹ 50,00,000 per year

    Profile: - Associate/ Sr. Associate(Pharma & Healthcare)Experience –2 to 10 YearsEducational Qualification:MBA/CA/CFA or equivalent professional qualification.Location:- BKC, MumbaiAbout the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, includingInvestment Banking, Institutional Equities,...


  • Mumbai, Maharashtra, India 4S Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Key Responsibilities:- Lead the execution of M&A, equity financing, and other strategic advisory services within the sector.- Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers.- Develop and execute business development strategies to expand the firm's presence and services in targeted...


  • Navi Mumbai, Maharashtra, India Itvedant Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description:As an Investment Banking Trainer, you will be responsible for delivering engaging andinteractive sessions, guiding learners through real-world scenarios, mentoring them, andpreparing them for successful careers in Investment Banking and Finance.Responsibilities:Deliver training sessions on Investment Banking covering modules such as financial...


  • Mumbai, Maharashtra, India JR Laddha Financial Services Pvt. Ltd. Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job Description: Analyst Investment BankingLocation: Mumbai Lower Parel (On-site)Department: Investment BankingReporting To: Director Investment BankingCompensation: INR 4 12 LPA (Fixed) + Performance-Based IncentivesRole OverviewJR Laddha is seeking a highly driven and detail-oriented Investment Banking Analyst to join our Mumbai team. The role...


  • Mumbai, Maharashtra, India 4S Advisory's Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Key Responsibilities: Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. Develop and execute business development strategies to expand the firm's presence and services in targeted sectors....


  • Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    AVP/VP - Investment Banking Division (Equity & M&A) focus on Industrial sectotWe are looking for a highly experienced professional with 10+ years of expertise:Key Responsibilities:Lead and execute M&A transactions, equity financing, and strategic investments in the particular sectorsDevelop and maintain relationships with industry stakeholders, investors,...


  • Mumbai, Maharashtra, India, Maharashtra Systematix Group Full time

    Profile: - Analyst/ Sr. Analyst – M&AExperience – 4 to 6 YearsQualification – CA/ MBA - or any PG Degree in FinanceLocation: - BKC. MumbaiAbout the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and...


  • Mumbai, Maharashtra, India Athena Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Overview:We are seeking a dedicated and dynamic Investment Banking Analyst to join our close-knit team. The ideal candidate will have experience in M&A transactions, debt, and equity fundraising, with a passion for advising ambitious companies. You will support founders in executing deals, developing financial models, and engaging directly with clients...