Investment Banking Mentor

3 years

0 Lacs

Posted:1 month ago| Platform: Linkedin logo

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Work Mode

Remote

Job Type

Part Time

Job Description

📢 

We're Hiring: Investment Banking Mentor (Front-End Focus)

📍 Location:

⏳ Type:

🎯 Experience:


💼 

About the Role:

Mentor


🧠

Key Responsibilities:

  • Conduct live sessions on core front-end IB functions:
  • Client onboarding, pitch development, and deal sourcing
  • M&A advisory process, fundraising strategies, and IPO prep
  • Pitch books, teasers, and investor presentations
  • Teach deal-making strategies, client communication, and execution workflows
  • Share personal experiences, case studies, and best practices
  • Guide learners in building strong financial acumen and soft skills for IB
  • Mentor students on resume building, interviews, and industry pathways
  • Review learner assignments and provide constructive feedback
  • Stay updated with current industry deals and news to keep sessions practical and relevant


✅ 

Who You Are:

  • 3+ years of experience in 

    front-end investment banking

    , corporate finance, or advisory
  • Experience in 

    pitching

    , client management, and 

    deal execution

  • Strong understanding of 

    M&A, fundraising, IPOs

    , and 

    financial storytelling

  • Excellent presentation and communication skills
  • Passionate about teaching, mentoring, and financial literacy
  • Prior mentoring/training experience is a plus


⭐ 

Bonus If You Have:

  • MBA, CFA, CA, or other finance certifications
  • Experience with startups, edtechs, or online teaching platforms
  • Case studies or real deal experience to share with learners


💰 

What We Offer:

  • Competitive session-wise or monthly compensation
  • Flexible working hours (ideal for working professionals)
  • Opportunity to shape future investment bankers
  • Exposure to a fast-growing learning platform and professional network


(Key Topics to Teach)

  • ✅ Introduction to Financial Planning
  • ✅ Wealth Management & The Economy
  • ✅ Investment & Risk Management: Equity, Debt & Alternate Assets
  • ✅ Investment Products & Services
  • ✅ Investment Evaluation Frameworks
  • ✅ Risk Profiling & Asset Allocation
  • ✅ Risk Management through Insurance
  • ✅ Elements of Taxation & Taxation of Investment Products
  • ✅ Estate Planning
  • ✅ Basics of Front-End Investment Banking – M&A, Fundraising, Pitch Books, Client Communication



📩 

Interested? Apply Now!

hr@younity.in

Subject: Investment Banking Mentor Application

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