Private Equity Specialist

Profile: - AVP – PE&MA (IB)

Experience – 4 to 6 Years

Qualification – CA

Location: - BKC. Mumbai

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including
Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management
. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

About the Role

This role offers the opportunity to work on
Private Equity and M&A transactions
with a focus on
deal origination and execution
. Key responsibilities include
financial modeling, valuation (DCF, comps, precedent deals), due diligence, and preparation of investment memoranda/pitchbooks
. The role also covers
transaction structuring, synergy analysis, negotiation support, and exit planning (secondary sales, strategic buyouts, IPO readiness)
.

The candidate will actively engage with
corporates, financial sponsors, and institutional investors
, supporting senior bankers in managing relationships and identifying new investment opportunities.

Key Responsibilities

Deal Origination & Sourcing

• Identify and evaluate potential investment and acquisition opportunities through industry research, databases, and professional networks.
• Build and maintain relationships with promoters, corporates, funds, bankers, and advisors to generate deal flow.
• Track private equity transactions, strategic acquisitions, and fund-raising opportunities across sectors.

Financial Analysis & Valuation

• Develop detailed financial models for M&A and PE transactions, including DCF, trading/transaction comps, and scenario analysis.
• Conduct in-depth financial statement analysis, benchmarking, and sensitivity analysis.
• Prepare investment memoranda, valuation reports, and board-level presentations.

Transaction Execution

• Support end-to-end execution of M&A and PE deals including due diligence, negotiations, structuring, and documentation.
• Coordinate with legal, tax, and due diligence advisors to ensure smooth execution.
• Assist in drafting term sheets, transaction notes, and regulatory submissions where required.

Client Coverage & Advisory

• Assist senior bankers in managing client relationships with corporates, investors, and financial sponsors.
• Prepare pitchbooks, proposals, and client presentations for new mandates.
• Participate in client discussions, offering analytical insights and strategic inputs.
• Support in post-investment monitoring, portfolio tracking, and exit strategy planning.

Market & Sector Research

• Conduct sector mapping and thematic research to identify new investment themes and acquisition opportunities.
• Track macroeconomic, regulatory, and competitive developments impacting M&A/PE activity.
• Generate insights to support origination, client advisory, and strategic decision-making.

Team Collaboration & Representation

• Work closely with Directors/Partners in live deal execution.
• Collaborate with internal teams (Research, Debt, ECM, Coverage) to deliver integrated solutions for clients.
• Represent the firm at investor conferences, roadshows, and industry forums to strengthen network and visibility.

Qualifications & Experience:

• CA / CFA / Postgraduate in Finance or related field.
• 4–6 years of experience in investment banking or corporate banking.
• Prior exposure to coverage banking or client-facing analytical roles preferred.
• Experience in preparing pitchbooks and working on live deals will be an advantage.