Investment Banker

2 days ago

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

Job Title: Investment Banker- Associate

About Client Associates (CA):

Client Associates (CA) is
India's first and largest Multi-Family Office
, founded over 22 years ago by first-generation private bankers. The firm advises
HNI and UHNI families, business owners, and entrepreneurs
on preserving and growing their wealth through
curated investment opportunities
across asset classes. With a consistent track record of
outperforming industry benchmarks
, CA has earned a reputation for its
client-first approach, innovation, and long-term wealth stewardship
.

Location:
Mumbai

Role Overview:

This role is ideal for someone with a strong background in
financial modelling, valuation, and transaction analysis
, eager to grow into a
client-facing banker
in the coming years.

Key Responsibilities:

  • Support the investment banking team in
    deal execution, financial modelling, and valuation
    .
  • Conduct
    market, industry, and company research
    to support client pitches and transactions.
  • Prepare
    pitch books, investment memos, and financial analysis reports
    .
  • Coordinate across internal and external stakeholders during deal execution.
  • Gain exposure to live deals, gradually progressing toward
    client management and origination
    responsibilities.

Desired Candidate Profile:

  • 1-3 years of experience in
    investment banking and corporate finance.
  • Background from
    back office and mid office of large foreign IBs
    or
    boutique advisory firms
    preferred.
  • Strong expertise in
    financial modelling, valuation, and analytical problem-solving
    .
  • Ambitious, outward-looking, and motivated to build a career in
    front-end investment banking
    .
  • Excellent communication and presentation skills.

Why Join Client Associates?

  • Work with
    India's pioneering and largest Multi-Family Office platform
    .
  • Collaborate with
    industry veterans and visionary leaders
    .
  • Experience a clear
    career progression
    from analytical to client-facing roles.
  • Be part of a
    dynamic, merit-driven culture
    with exposure to marquee deals and clients.

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