Job Description- Job Title : Director- Wealth Management - Business Development Location : Delhi Reports To : Manoj Laddha Department : Wealth Management Compensation: INR 40 - 45 LPA (Fixed) + Performance-Based Incentives. _____________________________________________________________________________ Role Overview: As the Director of Wealth Management, you will be responsible for leading the Wealth Management division, focusing on high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). Your role will involve driving revenue and profitability by offering a comprehensive suite of financial services, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Unlisted Shares, and other wealth management products. You will also be tasked with client acquisition, relationship management, and developing strategies to ensure client satisfaction and business growth. ______________________________________________________________________________ About JR Laddha Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network. Learn more at: https://www.jrladdha.in ______________________________________________________________________________ Why Join Us Work with Leadership – Work side-by-side with senior decision-makers. Learning Environment – Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth. High Visibility & Recognition – Your impact is visible and rewarded; no bulky hierarchies. Client -Centric Focus – Cultivate long-term relationships with HNI clients. Long Legacy – Leverage decades-old relationships with family offices and Banks. Benefits and Perks – Hybrid schedule and flexible hours. Key Responsibilities: 1. Leadership & Strategy: Lead the Wealth Management department in Delhi, setting and executing strategic goals to drive business growth. Create a 3-year North-India AUM growth roadmap, updated quarterly (Including developing and implementing strategies for client acquisition, retention, and satisfaction, with a focus on increasing Assets Under Management (AUM)) 2. Client Relationship Management: Maintain and deepen relationships with HNI, UHNI, and NRI clients, offering tailored financial solutions. Advise clients on investment opportunities, portfolio management, and financial planning. Regularly review client portfolios, ensuring alignment with financial goals and market conditions. 3. Revenue Generation: Drive revenue growth by promoting and converting non-Mutual Fund products, including PMS, AIF, Unlisted Shares, and Structured Products. Achieve budgeted targets in terms of client numbers, volume of business, and AUM. 4. Market Research & Product Development: Stay updated on financial market trends and new investment opportunities. To represent the firm at strategic seminars, regulatory events, and investor-facing forums.” Collaborate with product and research teams to develop new wealth management products and services. 5. Team Management: Lead and mentor a team of wealth managers, ensuring they meet their performance targets. Foster a collaborative and high-performance culture within the team. 6. Client Servicing: Ensure exceptional client servicing and prompt resolution of queries and escalations. Provide clients with regular investment performance reports and summaries. 7. Compliance & Reporting: Ensure all operations comply with regulatory requirements. Prepare and present regular reports on departmental performance to senior management. Qualification: Education : Bachelor’s degree in Finance, Business Administration, or related field; MBA or equivalent advanced degree preferred. Certifications : CFA, CFP, or equivalent designation is strongly preferred and a valid NISM Series V-A & XA certifications (or ability to clear within 90 days). Experience: Minimum of 10- 15 years in wealth management or related financial services roles with a proven track record of leading teams and delivering financial growth in managing HNI- UHNI clients. Skills and Competencies: Strong leadership and strategic planning capabilities, with the ability to manage complex client relationships with discretion and professionalism Exceptional interpersonal and communication skills. Analytical mindset with the ability to interpret market trends and financial data. Extensive knowledge of wealth management products such as Mutual Funds, PMS, AIF, Unlisted Shares, and Structured Products. Proficiency in wealth management software and CRM platforms. Show more Show less
Job Description- Job Title : Director- Wealth Management - Business Development Location : Delhi / Bangalore Reports To : Manoj Laddha Department : Wealth Management Compensation: INR 40 - 45 LPA (Fixed) + Performance-Based Incentives. _____________________________________________________________________________ Role Overview: As the Director of Wealth Management, you will be responsible for leading the Wealth Management division, focusing on high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). Your role will involve driving revenue and profitability by offering a comprehensive suite of financial services, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Unlisted Shares, and other wealth management products. You will also be tasked with client acquisition, relationship management, and developing strategies to ensure client satisfaction and business growth. ______________________________________________________________________________ About JR Laddha Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network. Learn more at: https://www.jrladdha.in ______________________________________________________________________________ Why Join Us Work with Leadership – Work side-by-side with senior decision-makers. Learning Environment – Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth. High Visibility & Recognition – Your impact is visible and rewarded; no bulky hierarchies. Client -Centric Focus – Cultivate long-term relationships with HNI clients. Long Legacy – Leverage decades-old relationships with family offices and Banks. Benefits and Perks – Hybrid schedule and flexible hours. Key Responsibilities: 1. Leadership & Strategy: Lead the Wealth Management department in Delhi / Bangalore, setting and executing strategic goals to drive business growth. Create a 3-year North-India AUM growth roadmap, updated quarterly (Including developing and implementing strategies for client acquisition, retention, and satisfaction, with a focus on increasing Assets Under Management (AUM)) 2. Client Relationship Management: Maintain and deepen relationships with HNI, UHNI, and NRI clients, offering tailored financial solutions. Advise clients on investment opportunities, portfolio management, and financial planning. Regularly review client portfolios, ensuring alignment with financial goals and market conditions. 3. Revenue Generation: Drive revenue growth by promoting and converting non-Mutual Fund products, including PMS, AIF, Unlisted Shares, and Structured Products. Achieve budgeted targets in terms of client numbers, volume of business, and AUM. 4. Market Research & Product Development: Stay updated on financial market trends and new investment opportunities. To represent the firm at strategic seminars, regulatory events, and investor-facing forums.” Collaborate with product and research teams to develop new wealth management products and services. 5. Team Management: Lead and mentor a team of wealth managers, ensuring they meet their performance targets. Foster a collaborative and high-performance culture within the team. 6. Client Servicing: Ensure exceptional client servicing and prompt resolution of queries and escalations. Provide clients with regular investment performance reports and summaries. 7. Compliance & Reporting: Ensure all operations comply with regulatory requirements. Prepare and present regular reports on departmental performance to senior management. Qualification: Education : Bachelor’s degree in Finance, Business Administration, or related field; MBA or equivalent advanced degree preferred. Certifications : CFA, CFP, or equivalent designation is strongly preferred and a valid NISM Series V-A & XA certifications (or ability to clear within 90 days). Experience: Minimum of 10- 15 years in wealth management or related financial services roles with a proven track record of leading teams and delivering financial growth in managing HNI- UHNI clients. Skills and Competencies: Strong leadership and strategic planning capabilities, with the ability to manage complex client relationships with discretion and professionalism Exceptional interpersonal and communication skills. Analytical mindset with the ability to interpret market trends and financial data. Extensive knowledge of wealth management products such as Mutual Funds, PMS, AIF, Unlisted Shares, and Structured Products. Proficiency in wealth management software and CRM platforms. Show more Show less
Skills: Financial Modeling, Valuation Analysis, Pitchbook Preparation, PowerPoint, Financial Statement Analysis, Capital Market Mechanics, Data Visualization, Equity Research, Job Description: Analyst Investment Banking Location: Mumbai Lower Parel (On-site) Department: Investment Banking Reporting To: Director Investment Banking Compensation: INR 4 12 LPA (Fixed) + Performance-Based Incentives Role Overview JR Laddha is seeking a highly driven and detail-oriented Investment Banking Analyst to join our Mumbai team. The role offers hands-on exposure to Venture Capital (VC), Private Equity (PE), M&A, and IPO transactions. As an Analyst, you will support the end-to-end deal life cycle, from financial modeling and market research to client presentations and execution support. This is an exciting opportunity for professionals passionate about investment banking, capital markets, and working with fast-growing businesses and marquee investors. About JR Laddha Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network. Learn more at: https://www.jrladdha.in Why Join Us Work with Leadership Work side-by-side with senior decision-makers. Learning Environment Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth. Diverse Deal Exposure: Gain experience across multiple types of transactions in Indias dynamic capital markets. High Visibility & Recognition Your impact is visible and rewarded; no bulky hierarchies. Benefits and Perks Hybrid schedule and flexible hours. Key Responsibilities Financial Modeling: Build detailed and dynamic financial models to support M&A, fundraising (PE/VC), and IPO mandates. Valuation Analysis: Apply valuation techniques such as DCF, Comparable Companies, Precedent Transactions, and startup-focused methods (e.g., Berkus, VC Method). Industry & Company Research: Conduct comprehensive research and data mining to identify and evaluate potential investment opportunities and transaction targets. Collaterals & Pitch Support: Prepare investment memorandums, teasers, pitch decks, and other client-facing materials. Deal Execution Support: Assist in due diligence, financial reviews, and assessing the strategic fit of targets. Client Interaction: Support senior bankers in managing client relationships with a solution-first, high-integrity approach. Market Monitoring: Stay updated on PE/VC activity, sectoral trends, and emerging investment themes. Candidate Requirements Education Chartered Accountant (CA), or CFA Charterholder (any level welcome), or B.E./B.Tech + MBA from a reputed institution Experience 13 years of relevant experience in investment banking, equity research, corporate finance, or related domains. Exposure to venture capital fundraising, early-stage investment, or IPO preparation is a strong advantage. Technical & Analytical Skills Advanced proficiency in Microsoft Excel and PowerPoint; strong command of financial modeling and data visualization. Familiarity with tools like Tracxn, PrivateCircle, VCCEdge, PitchBook, etc. Solid understanding of financial statement analysis, deal structuring, and capital market mechanics. Soft Skills & Attributes Strong analytical mindset with a high attention to detail. Excellent verbal and written communication skills. Professional demeanor with strong business etiquette. Adaptability in a fast-paced and evolving environment. Self-starter with a passion for continuous learning and ownership. Show more Show less
Job Description: Analyst – Investment Banking Location: Mumbai – Lower Parel (On-site) Department: Investment Banking Reporting To: Director – Investment Banking Compensation: INR 4 – 12 LPA (Fixed) + Performance-Based Incentives Role Overview JR Laddha is seeking a highly driven and detail-oriented Investment Banking Analyst to join our Mumbai team. The role offers hands-on exposure to Venture Capital (VC), Private Equity (PE), M&A, and IPO transactions. As an Analyst, you will support the end-to-end deal life cycle, from financial modeling and market research to client presentations and execution support. This is an exciting opportunity for professionals passionate about investment banking, capital markets, and working with fast-growing businesses and marquee investors. About JR Laddha Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network. Why Join Us Work with Leadership – Work side-by-side with senior decision-makers. Learning Environment – Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth. Diverse Deal Exposure: Gain experience across multiple types of transactions in India’s dynamic capital markets. High Visibility & Recognition – Your impact is visible and rewarded; no bulky hierarchies. Benefits and Perks – Hybrid schedule and flexible hours. Key Responsibilities Financial Modeling: Build detailed and dynamic financial models to support M&A, fundraising (PE/VC), and IPO mandates. Valuation Analysis: Apply valuation techniques such as DCF, Comparable Companies, Precedent Transactions, and startup-focused methods (e.g., Berkus, VC Method). Industry & Company Research: Conduct comprehensive research and data mining to identify and evaluate potential investment opportunities and transaction targets. Collaterals & Pitch Support: Prepare investment memorandums, teasers, pitch decks, and other client-facing materials. Deal Execution Support: Assist in due diligence, financial reviews, and assessing the strategic fit of targets. Client Interaction: Support senior bankers in managing client relationships with a solution-first, high-integrity approach. Market Monitoring: Stay updated on PE/VC activity, sectoral trends, and emerging investment themes. Candidate Requirements Education Chartered Accountant (CA), or CFA Charterholder (any level welcome), or B.E./B.Tech + MBA from a reputed institution Experience 1–3 years of relevant experience in investment banking, equity research, corporate finance, or related domains. Exposure to venture capital fundraising, early-stage investment, or IPO preparation is a strong advantage. Technical & Analytical Skills Advanced proficiency in Microsoft Excel and PowerPoint ; strong command of financial modeling and data visualization. Familiarity with tools like Tracxn , PrivateCircle , VCCEdge , PitchBook , etc. Solid understanding of financial statement analysis, deal structuring, and capital market mechanics. Soft Skills & Attributes Strong analytical mindset with a high attention to detail. Excellent verbal and written communication skills. Professional demeanor with strong business etiquette. Adaptability in a fast-paced and evolving environment. Self-starter with a passion for continuous learning and ownership. Show more Show less
Job Description: Office Assistant Position : Office Assistant-1 Location : Kolkata Reports to : Senior Manager- Operations Job Type : Full-time Job Summary: The Office Assistant is responsible for providing administrative support to ensure efficient operation of the office. This role involves assisting with clerical tasks, maintaining records, managing office supplies, and ensuring a well-organized workspace by supporting Admin Manager. Key Responsibilities: 1. Administrative Support : o Assist with general administrative duties such as answering phones, emails, and filing documents. o Distribute and manage incoming and outgoing mail and courier packages. o Maintain and update office records, documents, and databases. 2. Office Organization : o Ensure office areas (meeting rooms, kitchen, etc.) are clean, organized, and well-stocked with supplies. o Monitor and replenish office supplies like stationery, cleaning materials, and other essentials. o Coordinate maintenance requests for office equipment (printers, copiers, etc.). 3. Clerical Duties : o Prepare and organize documents, reports, and spreadsheets as needed. o Assist in scheduling meetings, organizing appointments, and maintaining office calendars. o Support in photocopying, scanning, and data entry tasks. 4. Support to Team Members : o Assist office staff with travel arrangements, hotel bookings, and itineraries. o Manage the inventory of office assets and ensure their proper functioning. o Assist HR, accounting, and other departments with ad-hoc requests. 5. Customer Service : o Greet and assist visitors, directing them to appropriate staff or meeting rooms. o Address any queries from staff or external stakeholders courteously and professionally. o Support in organizing office events, meetings, and small functions. 6. Document Management : o Handle sensitive and confidential information in accordance with office policies. o Assist in maintaining physical and digital filing systems for easy access. Qualifications and Skills: · Education : Graduation from any stream. · Experience : Previous experience in an administrative or office assistant role is preferred. · Technical Skills : Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Tally, Outlook). · Communication : Excellent verbal and written communication skills. · Organizational Skills : Strong multitasking abilities, with a keen attention to detail. · Interpersonal Skills : A team player with the ability to work independently when needed. · Problem-Solving : Ability to troubleshoot issues and find efficient solutions. Work Environment: This is a desk-based role requiring frequent computer use. The office assistant may be required to move around the office, deliver materials to staff, or assist with setting up meetings. Salary and Benefits: · 8,000/- to 10,000/- Monthly with PF, ESIC.
Job Description: Audit Assistant- Compliance Location: Kolkata (On-site) Department: Compliance Category: Full- time Compensation: INR 30,000/- 35,000/- Monthly Gross About the Role We are seeking a motivated and detail-oriented Audit Assistant – Compliance to join our Kolkata branch. The role will primarily focus on assisting with statutory compliance, audits, and return filings. The candidate should have good knowledge of the Companies Act, 2013 and be capable of handling return filing through the MCA V3 portal , along with working knowledge of direct and indirect taxation. Key Responsibilities Assist in statutory compliance and secretarial work under Companies Act, 2013 . File statutory returns and forms on the MCA V3 portal . Conduct compliance checks and assist in audits for clients. Support in preparation and filing of returns for TDS, Income Tax, GST, PF, ESIC, and Professional Tax . Assist in preparation of audit reports and compliance notes. Maintain proper documentation and compliance records. Coordinate with clients for information and data required for compliance filings. Ensure timely completion of statutory filings and audit deliverables. Qualifications & Skills Educational Qualification: Semi-qualified CS/CA . Knowledge Required: Companies Act, 2013 and MCA V3 portal filings. Basic working knowledge of TDS, IT, GST, PF, ESIC, and PTax . Technical Skills: Microsoft Office (Excel, Word, PowerPoint) . Tally ERP . Strong analytical and problem-solving skills. Attention to detail and ability to work under deadlines. Good written and verbal communication skills. Experience 5 years of relevant experience in audit, compliance, or accounts. ( semi-qualified CS/ CA candidates may also apply.)
Skills: companies Act2013, MCA V3 portal filings, TDS, IT, GST, PF, ESIC, PTax, Job Description: Audit Assistant- Compliance Location: Kolkata (On-site) Department: Compliance Category: Full- time Compensation: INR 30,000/- 35,000/- Monthly Gross About The Role We are seeking a motivated and detail-oriented Audit Assistant Compliance to join our Kolkata branch. The role will primarily focus on assisting with statutory compliance, audits, and return filings. The candidate should have good knowledge of the Companies Act, 2013 and be capable of handling return filing through the MCA V3 portal , along with working knowledge of direct and indirect taxation. Key Responsibilities Assist in statutory compliance and secretarial work under Companies Act, 2013. File statutory returns and forms on the MCA V3 portal. Conduct compliance checks and assist in audits for clients. Support in preparation and filing of returns for TDS, Income Tax, GST, PF, ESIC, and Professional Tax. Assist in preparation of audit reports and compliance notes. Maintain proper documentation and compliance records. Coordinate with clients for information and data required for compliance filings. Ensure timely completion of statutory filings and audit deliverables. Qualifications & Skills Educational Qualification: Semi-qualified CS/CA. Knowledge Required: Companies Act, 2013 and MCA V3 portal filings. Basic working knowledge of TDS, IT, GST, PF, ESIC, and PTax. Technical Skills: Microsoft Office (Excel, Word, PowerPoint). Tally ERP. Strong analytical and problem-solving skills. Attention to detail and ability to work under deadlines. Good written and verbal communication skills. Experience 5 years of relevant experience in audit, compliance, or accounts. ( semi-qualified CS/ CA candidates may also apply.)
Skills: Tally ERP, Internal Auditing, Regulatory Compliance, Audit Documentation, Filing Compliance form/ returns RBI portal, Filing statutory forms on MCA portal, Job Description: Audit Assistant- Compliance Location : Kolkata (On-site) Department : Compliance Category : Full- time Compensation: Up to INR 30,000/ Monthly Gross About The Role We are seeking a detail-oriented and proactive Audit Assistant Compliance to support our audit, compliance, and regulatory reporting functions. The ideal candidate will possess working knowledge of accounting and auditing practices, with specialized exposure to ROC and NBFC compliance work. This role requires hands-on experience in filing statutory forms, drafting key compliance documents, and ensuring timely adherence to regulatory requirements. Key Responsibilities Audit & Accounts Assist in audits of individuals, hufs and companies. Work on accounting in Tally and ensure books of accounts are maintained accurately. Can check market rates and corporate action for shares from Money control. Can understand capital gains arising from sale of shares and MFs. Draft financial statements and related reports. ROC Compliance Handle filing of all statutory forms on MCA/ROC portal within prescribed deadlines. Draft and prepare Board Resolutions and Minutes of Meetings. Ensure compliance with Companies Act and related regulations. NBFC Compliance Prepare and file statutory returns/forms on the RBI portal for NBFC. Maintain compliance documentation and ensure timely submission of required filings. General Compliance & Support Assist in preparing audit documentation and compliance trackers. Liaise with internal teams to ensure smooth compliance operations. Provide accurate and timely support to the Audit/Compliance Manager in ongoing assignments. Qualifications & Skills Educational Qualification: Semi-qualified CS/CA. Specialized Knowledge ROC Work: Filing statutory forms on MCA portal, drafting resolutions & minutes. NBFC Work: Filing compliance forms/returns on RBI portal. Basic Knowledge Proficiency in Tally and basic accounting. Audit exposure for Individuals and Companies. Understanding of share market transactions. Good Communication And Drafting Skills (English Proficiency Preferred). Strong analytical and problem-solving skills. Ability to manage multiple deadlines and Compliance requirements. Experience 5 years of relevant experience in audit, compliance, or accounts. ( semi-qualified CS/ CA candidates may also apply.)
Skills: Machine Learning, Python, Data Structures, Data Analysis, Deep Learning, NLP, Intern AI Intern Location: Bangalore (Hybrid) Stipend: INR 10,000/- per month Department : Founders Office Company : JR Laddha Financial Services Pvt. Ltd. About JR Laddha Financial Services Pvt. Ltd. JR Laddha Financial Services is a leading advisory and wealth management firm committed to delivering insightful financial strategies. We strive to integrate cutting-edge technologies into our financial strategies to stay ahead of the curve. We are seeking a motivated and enthusiastic AI Intern to support our data science and innovation team. The selected candidate will work on real-world AI/ML projects aimed at enhancing business intelligence, client experience, risk assessment, and financial forecasting. This is an excellent opportunity to gain hands-on experience in applying artificial intelligence in the financial services sector. Key Responsibilities Assist in the development and testing of AI/ML models for financial applications (e.g., customer segmentation, credit scoring, fraud detection). Support data preprocessing, cleaning, and feature engineering from structured and unstructured sources. Contribute to automating internal business processes using AI tools (e.g., NLP chatbots, predictive analytics). Collaborate with cross-functional teams to understand requirements and deliver AI-driven insights. Document technical workflows, findings, and model performance for internal knowledge sharing. Conduct literature reviews and stay updated with the latest AI trends in finance. Requirements Knowledge of machine learning algorithms, data structures, and AI frameworks (e.g., Scikit-learn, TensorFlow, PyTorch). Familiarity with Python programming and libraries (e.g., pandas, NumPy, matplotlib). Basic understanding of financial services, markets, or fintech concepts is a plus. Strong analytical, problem-solving, and communication skills. Eagerness to learn, take initiative, and contribute in a fast-paced team environment. Preferred Background Currently pursuing or recently completed a Bachelors/Masters in Computer Science, Data Science, AI/ML, or related fields. What You Will Gain Exposure to AI-driven projects in the finance domain. Mentorship from experienced professionals in finance and technology. Flexible work environment and potential for full-time opportunities based on performance. Certificate of completion and recommendation.
Skills: Financial Modeling, Valuation Analysis, Pitchbook Preparation, PowerPoint, Financial Statement Analysis, Capital Market Mechanics, Data Visualization, Equity Research, Job Description: Analyst Investment Banking Location: Mumbai Lower Parel (On-site) Department: Investment Banking Reporting To: Director Investment Banking Compensation: INR 4 12 LPA (Fixed) + Performance-Based Incentives Role Overview JR Laddha is seeking a highly driven and detail-oriented Investment Banking Analyst to join our Mumbai team. The role offers hands-on exposure to Venture Capital (VC), Private Equity (PE), M&A, and IPO transactions. As an Analyst, you will support the end-to-end deal life cycle, from financial modeling and market research to client presentations and execution support. This is an exciting opportunity for professionals passionate about investment banking, capital markets, and working with fast-growing businesses and marquee investors. About JR Laddha Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network. Learn more at: https://www.jrladdha.in Why Join Us Work with Leadership Work side-by-side with senior decision-makers. Learning Environment Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth. Diverse Deal Exposure: Gain experience across multiple types of transactions in Indias dynamic capital markets. High Visibility & Recognition Your impact is visible and rewarded; no bulky hierarchies. Benefits and Perks Hybrid schedule and flexible hours. Key Responsibilities Financial Modeling: Build detailed and dynamic financial models to support M&A, fundraising (PE/VC), and IPO mandates. Valuation Analysis: Apply valuation techniques such as DCF, Comparable Companies, Precedent Transactions, and startup-focused methods (e.g., Berkus, VC Method). Industry & Company Research: Conduct comprehensive research and data mining to identify and evaluate potential investment opportunities and transaction targets. Collaterals & Pitch Support: Prepare investment memorandums, teasers, pitch decks, and other client-facing materials. Deal Execution Support: Assist in due diligence, financial reviews, and assessing the strategic fit of targets. Client Interaction: Support senior bankers in managing client relationships with a solution-first, high-integrity approach. Market Monitoring: Stay updated on PE/VC activity, sectoral trends, and emerging investment themes. Candidate Requirements Education Chartered Accountant (CA), or CFA Charterholder (any level welcome), or B.E./B.Tech + MBA from a reputed institution Experience 13 years of relevant experience in investment banking, equity research, corporate finance, or related domains. Exposure to venture capital fundraising, early-stage investment, or IPO preparation is a strong advantage. Technical & Analytical Skills Advanced proficiency in Microsoft Excel and PowerPoint; strong command of financial modeling and data visualization. Familiarity with tools like Tracxn, PrivateCircle, VCCEdge, PitchBook, etc. Solid understanding of financial statement analysis, deal structuring, and capital market mechanics. Soft Skills & Attributes Strong analytical mindset with a high attention to detail. Excellent verbal and written communication skills. Professional demeanor with strong business etiquette. Adaptability in a fast-paced and evolving environment. Self-starter with a passion for continuous learning and ownership.