Associate - Investment Banking

Capwise Financial Services Private Limited • Full-time • Mumbai Suburban District, Maharashtra, India • 3h ago

We are seeking an Associate to join our Investment Banking execution team. Unlike many investment banking roles, this position is focused on the hands-on preparation of deal materials, financial models, and transaction analysis rather than cold origination. The firm will support deal sourcing and introductions.

Working as part of a deal team, you will build the financial models, draft the marketing materials, and run the analytical workstreams that move fund-raising (equity/debt) and Mergers & Acquisitions (M&A) transactions from kick-off to close. The Associate level carries greater ownership of workstreams and early responsibility for guiding Analysts.

Key Responsibilities

1. Financial Modeling & Valuation

·Financial Modeling: Build and maintain detailed operating models, DCF, comparable company and precedent transaction analyses, LBO/returns models, and sensitivity and scenario analyses.

·Valuation Analysis: Prepare valuation outputs and support the development of the investment thesis under the guidance of senior bankers.

2. Transaction Collateral

·Marketing Materials: Draft Confidential Information Memorandums (CIMs/IMs), Teasers, pitch books, and Management Presentations to a high quality and accuracy standard.

·Board & Client Materials: Prepare board packs, investor updates, and bespoke analyses that support live deal discussions and client decision-making.

·Quality Control: Ensure consistency, accuracy, and a high quality bar across all outputs before they reach clients and counterparties.

3. Due Diligence & Process Management

·Data Room Management: Set up and manage Virtual Data Rooms (VDR), tracking information requests and coordinating the flow of information between clients, investors, and buyers.

·Due Diligence Support: Support the financial, legal, tax, and commercial due diligence processes, helping to resolve queries and keep workstreams on track.

·Process Coordination: Maintain process trackers, buyer and investor lists, and Q&A logs to keep transactions organised and on timeline.

4. Research & Team Collaboration

·Market Research: Conduct company, sector, and market research to support both origination efforts and live execution.

·Team Collaboration: Work closely with senior bankers across the deal lifecycle; at the Associate level, review Analyst output and mentor junior team members.

Requirements

Qualifications & Experience

·Education: MBA from a reputed business school, Chartered Accountant (CA), or CFA (or actively pursuing CFA).

·Experience: Approximately 2 to 4 years for Associate, in investment banking, transaction advisory, corporate finance, or a comparable execution role.

·Technical Skills: Advanced financial modeling and valuation capability, with expert-level proficiency in Excel and PowerPoint and a strong grasp of accounting and corporate finance.

·Domain Exposure: Working knowledge of M&A and capital-raising processes and the documentation involved; prior exposure to closed transactions is an advantage.

·Skills: Meticulous attention to detail, strong written communication for IM drafting, and the ability to manage multiple workstreams under deadline pressure.

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