Capwise Financial Services Private Limited

5 Job openings at Capwise Financial Services Private Limited
Human Resources Manager Mumbai,Maharashtra,India 0 years Not disclosed On-site Full Time

About the Company: Capwise Financial Services Pvt. Ltd. (CFSPL) is a financial services company catering to companies across all segments and all sectors in India. We o􀆯er customized financial advisory services and the best finance strategy for the company’s growth. We o􀆯er full-fledged/boutique investment banking services to our clients, including debt syndication, private equity, advisory, M&A, and debt capital markets. Incorporated in 2020, Capwise is one of the fastest-growing investment banks based in Mumbai. We have closed 32 equity and M&A transactions and raised 21,000 cr debt. Role Overview We are seeking a driven and experienced Talent Acquisition professional to join our HR team. The ideal candidate will have a strong background in recruiting for niche and senior-level roles within the financial services domain. You will be key in attracting top talent, managing end-to-end recruitment cycles, and ensuring a smooth candidate experience. Key Responsibilities Manage the full recruitment lifecycle, from sourcing and screening to offer rollout and onboarding. Partner with hiring managers to understand workforce planning, hiring needs, and role requirements. Source and engage candidates using a variety of channels including LinkedIn, job portals (IIM Jobs, Naukri, Shine, etc), referrals, and headhunting. Build and maintain talent pipelines for critical and recurring roles. Conduct initial interviews and coordinate interviews with stakeholders. Ensure high-quality candidate experience and timely communication throughout the process. Track and report recruitment metrics and progress regularly. Negotiate offers and manage post-offer engagement till onboarding. Required Skills & Experience: Minimum 4 years of experience in talent acquisition, preferably in financial services, investment banking, or private equity firms. Proven experience hiring mid to senior-level positions across front office, investment, and support functions. Strong stakeholder management and communication skills. High proficiency in MS Office, recruitment tools, and applicant tracking systems. Preferred Qualifications: Graduate/Postgraduate degree in HR or related field. Certifications in Talent Acquisition or Recruitment would be a plus. Show more Show less

Chief of Staff Mumbai,Maharashtra,India 0 years None Not disclosed On-site Full Time

Company Description Capwise Financial Services Pvt. Ltd. (CFPL) is a premier financial services company in India, providing customized financial advisory services and optimal finance strategies for company growth. With expertise in debt syndication, private equity, M&A, and other investment banking services, CFPL offers innovative solutions to maximize value for its clients. Our comprehensive knowledge of the Indian regulatory framework facilitates swift deal closures, positioning us as a leading financial investment advisor. We serve a diverse clientele, from startups to corporates, offering a broad array of lending services through our extensive network of financial institutions. Role Description This is a full-time, on-site role based in Mumbai for a Chief of Staff at Capwise Financial Services Private Limited. The Chief of Staff will support the executive team by overseeing daily operations, strategic initiatives, and project management. The role involves coordinating between departments, managing internal and external communications, and optimizing organizational workflows. The Chief of Staff will also assist in driving company objectives, monitoring key performance indicators, and facilitating decision-making processes. Qualifications Strong leadership and team management skills Excellent project management and organizational skills Proven experience in strategic planning and execution Exceptional communication and interpersonal skills Ability to manage multiple tasks and priorities effectively Experience in financial services or related industries is a plus Bachelor's degree in Business Administration, Finance, or related field; a Master's degree is advantageous Proficiency in data analysis and performance metrics

Vice President Investment Banking Mumbai,Maharashtra,India 12 years None Not disclosed On-site Full Time

About the Company: Capwise Financial Services Pvt. Ltd. (CFSPL) is a financial services company catering to companies across all segments and all sectors in India. We offer customized financial advisory services and the best finance strategy for the company's growth. We offer full-fledged/boutique investment banking services to our clients, including debt syndication, private equity, advisory, M&A, and debt capital markets. Incorporated in 2020, Capwise is one of the fastest-growing investment banks based in Mumbai. We have closed 35 equity and M&A transactions and raised 25,000 cr debt. Role Overview: We are looking for a highly experienced Senior Investment Banker with over 12 years of experience specializing in private equity, M&A, and fundraising. This role is designed for a strategic, results-driven leader with a proven track record in revenue generation, deal origination, transaction management, and team development. The ideal candidate thrives in an entrepreneurial environment and has extensive experience working across sectors such as healthcare, pharmaceuticals, and TMT. Key Responsibilities: - Proactively identify and source M&A and fundraising opportunities to build a robust deal pipeline that drives revenue growth for the company. - Lead business development initiatives, establish and expand relationships with corporate clients, private equity firms, and venture capitalists, and focus on developing revenue-generating strategies to support the firm's growth and profitability. - Contribute to Capwise's growth by implementing innovative deal strategies, swiftly adapting to market shifts, and capitalizing on emerging opportunities. Operate with an entrepreneurial mindset that aligns with the firm's high-growth objectives. - Oversee the full life cycle of M&A and fundraising transactions, including deal structuring, negotiation, due diligence, and closure. Ensure all transactions comply with regulatory standards while effectively managing risk. Prepare and review investment materials such as investment memoranda, management presentations, and pitch decks. - Serve as a trusted advisor to clients, deeply understanding their strategic goals and crafting tailored financial solutions to meet their needs. Cultivate strong relationships with new and existing clients, helping to expand business and foster long-term partnerships. - Lead and mentor a team of investment professionals (analysts, associates, AVPs), fostering a high-performance culture and building expertise within the team across M&A and fundraising domains. - Monitor and analyze industry trends, competitive landscapes, and market developments to provide strategic insights and guide informed decision-making within the firm. - Develop and oversee detailed financial models to evaluate the value of debt and equity in mergers, capital-raising, and other transactions. Key Requirements: Experience: Minimum of 12 years in investment banking with significant expertise in fundraising, M&A, and private equity, with a strong focus on sectors such as healthcare, pharmaceuticals, and TMT. Education: MBA - Finance (B-School) IIT, IIM, CA, CFA, FRM Skills: - Extensive experience in M&A and fundraising with an established network in corporate, private equity, and venture capital sectors. - Proven ability to develop and execute revenue-generating business development strategies. - Strong entrepreneurial mindset with the ability to excel in a high-growth, fast-paced environment. - Skilled in team leadership and development, focusing on performance and professional growth. - Excellent communication, negotiation, and interpersonal skills. - Strategic thinker capable of making independent decisions and effectively managing pressures. Industry Knowledge: Comprehensive understanding of M&A and fundraising processes, market trends, and regulatory environments. Why Join Capwise - High-Growth Platform: Be part of one of India's fastest-growing boutique investment banks with a strong deal pipeline and aggressive growth plans. - Growth Trajectory: Be part of a dynamic and fast-growing investment bank that has closed marquee deals in a short span of time. - Entrepreneurial Culture: Work in a dynamic and agile setup where innovation and ownership are highly valued. - Leadership Opportunity: Play a pivotal role in shaping the firm's M&A and equity franchise and lead a high-caliber team. - Diverse Sector Exposure: Work on a wide range of complex and innovative transactions across sectors and structures. - Recognition & Rewards: Your performance and initiative are directly recognized and rewarded at Capwise.

Senior Manager mumbai,maharashtra,india 8 years None Not disclosed On-site Full Time

About the Company: Capwise Financial Services Pvt. Ltd. (CFSPL) is a boutique investment bank providing comprehensive financial advisory services across sectors in India. Since our inception in 2020, we have emerged as one of the fastest-growing investment banks in Mumbai, having successfully closed 35 equity and M&A transactions and raised Rs. 25,000 crore in debt. Our services span across debt syndication, private equity, M&A advisory, and capital markets. Role Overview: This role involves leading end-to-end execution of complex transactions such as debt restructurings, distressed M&A, IBC-driven deals, and special situation investments. The position requires strong financial modeling, valuation, and deal structuring expertise, along with active origination through a wide network of lenders, investors, and advisors. The role also entails managing key stakeholders, tracking market developments, and providing strategic insights. Additionally, the individual will mentor junior team members and ensure high-quality client deliverables and risk assessments. Key Responsibilities: 1. Transaction Execution & Advisory Lead end-to-end execution of transactions including debt restructurings, distressed M&A, IBCdriven deals, OTS, ARC transactions, and SPV-based special situation structures. Conduct in-depth financial modeling, valuation, deal structuring, and term sheet negotiations. 2. Origination & Business Development Source new opportunities in the distressed and special situation market through relationships with banks, NBFCs, ARCs, insolvency professionals, and corporates. Develop and maintain a strong network of institutional investors, family offices, and credit funds active in the distressed space. 3. Stakeholder Management Liaise with resolution professionals, legal advisors, lenders, promoters, and investors. Represent the firm in creditor committee meetings and resolution planning processes. Market Intelligence & Strategy Track stressed asset deals across sectors, regulatory developments (e.g., IBC, RBI, SEBI), and investor appetite. Provide strategic inputs to the leadership team on emerging trends and actionable deal pipelines. 4. Team Mentoring & Leadership Supervise junior team members; ensure quality of analysis and client deliverables. Provide guidance on structuring, risk assessment, and legal frameworks. Key Requirements: 8+ years of experience in investment banking, ARC, special situation funds, or corporate restructuring firms with exposure to distressed assets. Strong understanding of IBC, SARFAESI, RBI frameworks, and other resolution mechanisms. Proven track record of closing complex debt resolution or distressed M&A transactions. Excellent financial modeling, negotiation, and documentation skills. Strong relationships with key stakeholders: banks, NBFCs, ARCs, resolution professionals, legal firms, and institutional investors.

Interesting Job Opportunity: Capwise Finance - Vice President/Senior Vice President - Debt Syndication mumbai metropolitan region 10 years None Not disclosed On-site Full Time

Job Title - Vice President / Senior Vice President - Debt Syndication Function - Debt Capital Market Experience : 10+ years Location : Mumbai About The Company Capwise Financial Services Pvt. Ltd. (CFSPL) is a boutique investment bank providing comprehensive financial advisory services across sectors in India. Since our inception in 2020, we have emerged as one of the fastest-growing investment banks in Mumbai, having successfully closed 35 equity and M&A transactions and raised Rs. 25,000 crore in debt. Our services span across debt syndication, private equity, M&A advisory, and capital markets. Role Overview We are seeking a seasoned professional with 10+ years of experience in Debt Syndication to originate and execute complex capital market transactions. The role involves end-to-end responsibility for deal origination, structuring, investor engagement, and execution of debt products across corporate finance mandates. Key Responsibilities Originate Debt Capital Market (DCM) transactions through group relationships and new Bclient acquisition. Syndicate and structure debt solutions, including term loans, acquisition finance, project finance, and other structured debt instruments. Conduct market scoping and o?er customized corporate finance products to target customers. Prepare detailed deal documents including industry analysis, commercial viability reports, financial models, and investor presentations. Develop and review key transaction materials: Business Plans, Information Memorandums, Credit Appraisal Notes, CMA data, projections, and due diligence reports. Maintain strong working relationships with a broad base of DCM investors including public/private banks, financial institutions, sovereign funds, and domestic mutual funds. Ensure smooth pre- and post-sanction processes including documentation and compliance with internal and bank credit policies. Liaise with banks to optimize cost of funds, resolve documentation issues, and ensure timely sanction and disbursal. Drive business growth by developing new banking and institutional relationships and strengthening existing ones. Assess creditworthiness and identify early signs of financial stress to mitigate risk and reduce delinquencies. Ensure alignment with compliance, legal, and internal control functions to meet TATs and regulatory requirements. Desired Skills & Qualifications Minimum 10 years of experience in debt syndication, credit underwriting, corporate banking, or structured finance. In-depth understanding of banking products, credit policies, restructuring norms, and debt resolution frameworks. Proven track record in managing complex DCM transactions and institutional investor relationships. Strong financial modelling, analytical, and documentation skills. Excellent relationship management, negotiation, and team leadership abilities. MBA (Finance) / CA / CFA preferred. Why Join Capwise? Leadership Exposure: Direct access to leadership and opportunity to shape business strategy. Entrepreneurial Culture: Agile decision-making, merit-driven growth, and strong ownership. Learning & Growth: Hands-on exposure across multiple sectors and transaction types. Performance Incentives: Competitive compensation with deal-based incentives and fast-track growth opportunities. (ref:iimjobs.com)