10 Investment Memos Jobs

As an M&A Analyst at Ambit Tax and Accounting Services LLP, located in Ahmedabad with US Time Zone overlap required, you will be an essential part of the Financial Advisory & Strategy division. You will be responsible for supporting various M&A transactions by conducting market research, building financial models, assisting in investor presentations, and performing due diligence reviews. Your role will involve collaborating with senior deal team members and cross-functional teams during the execution phase. Key Responsibilities: - Conduct market research, industry benchmarking, and target screening to identify acquisition opportunities. - Build and maintain financial models including DCF, LBO, and comparable company analyses. - Assist in preparing investor presentations, pitch books, CIMs, and investment memoranda. - Perform due diligence reviews including financial statement analysis, quality of earnings, and deal structuring. - Collaborate with senior deal team members and cross-functional teams during the execution phase. - Track live deals, coordinate with legal, tax, and compliance consultants during transaction closure. Key Requirements: - Bachelors degree in Finance, Accounting, Economics, or related field. CA / CFA (or pursuing) preferred. - 2-4 years of experience in M&A, investment banking, private equity, or transaction advisory. - Strong understanding of valuation techniques, financial analysis, and deal lifecycle. - Proficient in Excel, PowerPoint, and financial databases (PitchBook, Capital IQ, etc.) - Excellent analytical, communication, and presentation skills. - Ability to work independently with high attention to detail and handle multiple projects under tight deadlines. - Willingness to work in US time zone to ensure overlap with client schedules. What We Offer: - Exposure to US-based deals and private equity-backed businesses. - Opportunity to work with experienced professionals in M&A, PE, and strategy consulting. - Dynamic and growth-focused work culture. - Competitive compensation and performance-based incentives. - Remote-first work setup with flexibility.,

: • 3-5 years of experience in private equity, venture capital, investment banking, or transaction advisory. • Experience preparing investment memos, dashboards, and board-level presentations. • Financial modeling, forecasting, and valuation Health insurance Provident fund Gratuity

About the company: An emerging player in the logistics-tech space, driving efficiency and transparency through digital innovation. We aim to redefine how goods move across the ecosystem. Role Summary Own the acquisitions engine that delivers inorganic growthbuilding a nationwide deal pipeline, shaping investment theses, negotiating transactions, and handing over integrated, value-accretive businesses to operations. Key Responsibilities : Target Identification & Pipeline Management : Build and refresh a database of 5,000 domestic freight brokers; apply multi-factor scoring to prioritize 250300 high-potential targets. Track adjacent segments (GPS solutions, payment solutions, TMS platforms, used vehicle marketplaces, supply chain financing platforms, etc.) with bankers and sector specialists. Deal Origination & Evaluation : Craft concise investment memos covering market position, revenue-lift potential, cost-synergy levers, and integration complexity. Lead commercial, financial, operational, and legal due diligence using internal SMEs and external experts. Negotiation & Execution : Structure offers (cash, equity, earn-outs) and valuation models aligned with board-approved SOPs. Drive term-sheet, SPA, and closing processes while ensuring regulatory compliance and secure funding packages. Stakeholder & Ecosystem Management : Cultivate relationships with founders, promoters, brokers, bankers, and PE/VC funds to maintain a proprietary deal funnel. Present monthly pipeline dashboards and post-close performance updates to the Board Investment Committee. Success Metrics : Qualified targets added to pipeline Deals signed / closed per quarter Time-to-close vs. plan 12-month synergy realisation (? & %) Core Competencies : Field-oriented sourcing mindset Relationship-building Advanced financial modelling & negotiation Analytical rigour. Resilience under heavy travel. Ideal Candidate : MBA / CA and Tier 1 undergraduate degree. Have successfully closed 5-6 M&A transactions. 70% travelling would be required pan India. Preferred Background : Investment Banking Venture-Capital Analyst/Associate with operating exposure Corporate Strategy within logistics Show more Show less

We are looking for a driven and analytical Investment and Business Analyst (ideally Pre-MBA) with 2-4 years of experience in investment banking, venture capital, or management consulting. While previous experience in clean energy or infrastructure is a plus, it is not mandatory. As a key member of our lean team, you will report directly to the CEO and collaborate closely with firm leadership, gaining exposure to various aspects of a Financing business. Your responsibilities will include evaluating and analyzing potential investment opportunities in diverse clean energy sectors, conducting financial modeling, supporting due diligence, and market research. You will be expected to prepare investment memos, presentations, and materials for internal committees and external stakeholders, and contribute to the end-to-end investment process, including deal execution and portfolio management. In this role, you will also be involved in market, industry, and competitor research, identify opportunities for efficiency improvements, and recommend strategies to optimize business systems and processes. You will work on multiple projects simultaneously in a fast-paced environment and support the adoption of new systems and technologies by leading training and ensuring smooth transitions. To qualify for this position, you should hold a Bachelor's degree in Finance, Economics, Engineering, Business, or a related field with strong academic performance. You should have 2-4 years of relevant experience in investment banking, consulting, or venture capital/private equity. Proficiency in financial modeling, analysis, and Microsoft Excel is essential, along with strong written and verbal communication skills. Additionally, you should demonstrate research and analytical abilities, business judgment, attention to detail, and the ability to work both independently and collaboratively in a team-oriented setting. Joining us offers you direct reporting lines and frequent interaction with senior leadership, exposure to all stages of the investment process, professional growth opportunities, and a competitive compensation package. This position provides a unique blend of analytical rigor, investment exposure, and leadership access, making it an ideal opportunity for aspiring investors and future business leaders. You will play an integral role in enabling the energy transition and supporting sustainable impact-driven investments.,

As an Investment and Business Analyst with 2-4 years of experience in investment banking, venture capital, or management consulting, you will be part of a dynamic team focused on clean energy and infrastructure investments. Your role will involve evaluating potential investment opportunities, conducting financial analysis, market research, and stakeholder presentations. You will collaborate closely with the CEO and other senior leaders to contribute to firm strategy and business development initiatives. Your key responsibilities will include assessing investment opportunities in clean energy sectors, building financial models, preparing investment memos and presentations, conducting market research, and supporting the end-to-end investment process. You will also be involved in analyzing current operations, identifying opportunities for efficiency, and recommending strategies for business optimization. Additionally, you will support the adoption of new systems and technologies by leading training sessions and ensuring smooth transitions. To excel in this role, you should have a Bachelor's degree in Finance, Economics, Engineering, Business, or a related field, along with 2-4 years of relevant experience in investment banking, consulting, or venture capital/private equity. Proficiency in financial modeling, analysis, and Microsoft Excel is essential, as well as strong written and verbal communication skills. The ability to work independently and collaboratively in a fast-paced environment, along with a motivation to learn and work on investments supporting the energy transition and sustainability, will be key to your success. While prior experience in clean energy or infrastructure investing is advantageous, it is not mandatory. A Pre-MBA candidate with progress towards a CFA or related qualifications is preferred but not required. By joining our team, you will have the opportunity to work closely with senior leadership, gain exposure to all stages of the investment process, and make a meaningful impact in a purpose-driven environment. We offer competitive compensation and benefits, along with a unique blend of analytical rigor, investment exposure, and leadership access, making this role an ideal next step for aspiring investors and future business leaders.,

As a Director at Redesign Health's New Ventures team in Bengaluru, India, you will play a crucial role in identifying and developing market-defining healthcare companies globally. Your responsibilities will include leading the research, prototyping, and launch of new Portfolio Companies in the healthcare sector. This position reports to a Managing Director in the U.S. and requires working hours that overlap 5 hours per day with Eastern Standard Time. Your primary tasks will involve exploring and analyzing U.S. and global healthcare markets for innovative opportunities, conducting research and analysis to refine ideas into viable concepts, creating investment memos to support funding decisions, and collaborating with various teams within the organization to drive ideation efforts. Additionally, you will provide strategic guidance to existing portfolio companies and founding teams and explore ways to leverage AI in operational approaches. The ideal candidate for this role should hold a Bachelor's degree (MBA preferred) with a strong academic background, possess at least 10 years of experience in investment banking, venture capital, private equity, corporate development, or management consulting, and have prior experience in the healthcare industry. Proficiency in business model analysis, research, investment thesis development, and financial modeling is essential. The role demands a proactive individual with a keen interest in AI and emerging technologies. The successful candidate will exhibit qualities such as being action-oriented, comfortable with ambiguity, an effective communicator across various audiences, financially astute, culturally competent, a strong collaborator, and a technology innovator. You should demonstrate a can-do attitude, adaptability to change, skillful communication skills, financial acumen, cultural awareness, collaborative spirit, and a proactive approach to using technology for enhanced productivity and impact. Join Redesign Health's New Ventures team and contribute to transforming the healthcare landscape by leveraging your expertise in business innovation and operational excellence to drive the creation and growth of cutting-edge healthcare companies on a global scale.,

You will be responsible for setting up and leading a dedicated vertical for real estate funding syndication. This will involve defining the vertical's goals, KPIs, and roadmap. You will need to build a team to manage deal sourcing, financial structuring, and execution. Your role will include identifying high-potential real estate projects across residential, commercial, and mixed-use categories. You will be required to conduct initial due diligence, including financial, legal, market, and operational assessments. It will also be your responsibility to evaluate project viability and risks, and prepare investment memos. Designing funding and restructuring strategies, including JV models, debt/equity infusion, or asset sales, will be a key part of your job. In this role, you will need to interface with banks, NBFCs, private equity firms, and special situation funds to secure project-level funding. Negotiating complex deal structures to maximize returns and minimize risk will be crucial. You will be expected to liaise with developers, lenders, investors, and regulatory authorities. Building relationships with ARCs, financial institutions, and public bodies will also be part of your responsibilities. You will be required to build a strong pipeline of opportunities in the distressed real estate space and represent the organization at industry forums and investment summits. Your role will also involve overseeing project progress and investor reporting for funded/revived projects. You will need to present regular updates to senior leadership on pipeline status, ROI, and strategic matters. To qualify for this position, you should have a Bachelor's degree in Business, Finance, with CA/MBA/CFA preferred. You must have a proven ability to lead teams, originate deals, and manage full-cycle real estate transactions. A deep understanding of distressed asset opportunities, financial structuring, and regulatory frameworks is essential. You should also have a strong network across developers, funding partners, and real estate professionals. This role offers a 6-day workweek with the option to work from home on the 1st and 3rd Saturdays. While most of the work will be carried out from the office, some flexibility for remote work is provided.,

The job involves evaluating private corporate credit opportunities across the capital structure by conducting in-depth fundamental credit analysis of corporate bond and loan issuers. You will be responsible for preparing detailed financial models, investment memos, and risk assessments. Additionally, you will perform investment due diligence and collaborate with front office teams on deal execution. The role requires forming and clearly articulating an independent view on the creditworthiness and risk-return profile of issuers. Presenting findings and insights to senior stakeholders and investment teams is an essential part of this position. Furthermore, conducting research across multiple sectors and industries is a key responsibility. The location for this position is Hyderabad / Bengaluru / Gurugram, India.,

As a candidate for the position, you will be expected to utilize your technical and domain expertise in building complex financial models, investment memos, pitch books, and valuation summaries. Your responsibilities will include conducting due diligence, business analysis, and opportunity assessments for M&A and PE mandates. You will also be supporting transaction advisory services by engaging in deal screening, investor presentations, and synergy evaluations for a diverse range of client types, including family offices, corporates, PE/VC firms, and asset managers. Additionally, you will be executing buy-side and sell-side transaction support across M&A and private equity mandates. In this role, you will take ownership of projects by leading and managing multiple consulting/advisory projects simultaneously across different sectors. You will be responsible for developing project scopes, setting timelines, managing deliverables, and ensuring high client satisfaction. Presenting key insights and recommendations to senior clients with clarity and strategic impact will also be a crucial aspect of your responsibilities. You will need to ensure that the team's output aligns with client goals and strategic narratives by breaking down complex problems, building execution plans, and maintaining high standards for deliverables. Acting as the primary point of contact for client stakeholders, managing expectations, and facilitating insights delivery will also be part of your role. Furthermore, you will be tasked with managing and mentoring a team of analysts and consultants to deliver high-quality work across parallel engagements. Providing regular feedback, fostering a culture of learning, and ensuring quality control on deliverables will be essential for team management. Your ability to cultivate a collaborative work environment focused on ownership, excellence, and agility will contribute to the team's success. The ideal candidate for this position should have at least 5-6 years of consulting or corporate strategy experience, particularly with PE/VC clients. Hands-on expertise in financial modeling, pitch decks, and deal-related documentation is required. Strong project management skills, including experience working with multiple stakeholders and projects under tight deadlines, are essential. Excellent communication and managerial capabilities will be beneficial for effectively fulfilling the responsibilities of this role. In return for your contributions, you will have the opportunity to work directly with global consulting firms and investment clients. You will be part of a high-growth environment that offers a steep learning curve and international exposure. This role will provide you with the chance to shape business-critical decisions and strategies while offering competitive compensation, bonus potential, and international exposure. Additionally, you will benefit from a tax-friendly structure and a hybrid work culture.,

As a member of the team at EduCore, a fast-growing boutique investment banking firm specializing in the education and real estate sectors in India and the GCC, you will have the opportunity to contribute to high-profile transactions such as school and university sale-leasebacks, M&A, and capital raises. Our goal is to establish ourselves as the leading advisor in these sectors by providing in-depth sector insights, exceptional execution, and global reach. Your responsibilities will include assisting in the execution of live M&A, fundraising, and structured finance transactions. You will be expected to conduct industry, financial, and investor research, with a focus on K-12, higher education, edtech, and education infrastructure. Additionally, you will be involved in preparing investment memos, pitch decks, and client presentations, as well as supporting the development of detailed financial models and valuation analyses. Your participation in internal strategy discussions and contribution to idea generation across education and real estate will be crucial to our success. Keeping track of market trends, comparable deals, and relevant investor movements in the sector will also be part of your role. We are seeking students or recent graduates from prestigious institutions such as IIMs, IITs, ISB, SRCC, with a preference for CA or CFA candidates. Candidates with a strong interest in investment banking, private equity, or sector-focused advisory are encouraged to apply. Excellent analytical skills and proficiency in Excel and PowerPoint are essential, along with the ability to work independently in a dynamic and entrepreneurial environment. Strong written and verbal communication skills are valued, and prior internships in IB, consulting, or real estate finance will be considered a plus. In return, you will gain exposure to real deals and live client situations in the Indian and GCC markets. You will receive mentorship from senior bankers and have the opportunity to build tangible credentials. Based on performance, there is potential for a full-time role with EduCore, and successful completion of your time with us will be recognized with a certificate and a letter of recommendation.,