Associate-Investment Banking/M&A

1 week 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 Career Zoom Pte. Ltd. Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Title:Associate – Investment Banking / M&AAbout the RoleWe are representing a mid-market investment advisory firm expanding its Mumbai office. The firm offers end-to-end deal execution, regional exposure, and a strong focus on professional growth.ResponsibilitiesLead financial modeling, valuation, and preparation of transaction materials.Supervise Analysts...


  • Mumbai, Maharashtra, India Jobaaj (a Unit Of Nishtya Infotech ) Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    We are hiring Investment Banking- Senior manager This is an exciting opportunity for highly driven individuals who want to build a career in core investment banking, M&A, and valuation advisory. Required Candidate profile• Education: B.Com, BBA, BMS, MBA (Finance), CFA (Level 1+), CA (Inter or Final) Or CA Qualified Team Leading exp is mandatory


  • Mumbai, Maharashtra, India JM Financial Ltd Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    OBJECTIVE: A sector-agnostic group within Investment Banking, responsible for handling clients across all industries. The role encompasses originating and executing a variety of investment banking products, including IPOs, M&A, etcEILIGIBILITY:Education - MBA from a premier institute/CAExperience - 2+ YearsRESPONSIBILITIES & TASKS:i) Providing transaction...


  • 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 Itvedant Education Pvt. Ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Title: Investment Banking TrainerLocation: Mumbai, IndiaCompany: ITVedant Education Pvt. Ltd.Training Mode: OfflineAbout Us:ITVedant Education Pvt. Ltd. is a premier institution focused on providing high-quality ITeducation and training. Our mission is to empower students with the knowledge and skillsneeded to succeed in the tech industry. We are looking...


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

    IndiaInvestment BankingInvestment BankJob Reference #327081BRCityMumbaiJob TypeFull TimeYour roleAre you a leader in innovation? Do you know how to come up with creative ideas for clients? We're looking for an Associate in the Global Markets to : take lead in the execution of mandates working with cross functional teams and senior bankers. Carry out...


  • Mumbai, Maharashtra, India Kaizen Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Job description:We are seeking a motivated and detail-oriented Investment Banking Intern to join our dynamic team. This role offers hands-on experience in financial analysis, deal structuring, and market research, providing exposure to real-world investment banking transactions." Job location Mumbai Ghatkopar no work from home " Only graduate can...


  • 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 Felix Advisory Private Limited Full time ₹ 14,40,000 - ₹ 19,20,000 per year

    As an Investment Banking Analyst at Felix Advisory, you will play a crucial role in understanding and analyzing various industries, with a core focus on Climate Tech and its associated sectors. Your responsibilities will include company assessments, financial analysis, and strategic recommendations.Job Responsibilities:1. Comprehensive Industry...


  • Mumbai, Maharashtra, India Shree Bahubali Stock Broking Limited Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title: Analyst / Associate – Investment BankingCompany: Shree Bahubali GroupLocation: Andheri, Mumbai (On-site)Employment Type: Full-timeCompany DescriptionFounded in 1994 as a small broking unit, Shree Bahubali Group has evolved into one of India's most trusted and diversified financial services group. With an unwavering focus on relationships,...