Manager-Investment Banking

Role Summary-

The ideal candidate will lead and oversee transaction execution across equity, debt, and M&A mandates, managing a team of analysts and associates to deliver high-quality financial solutions for clients. The role involves driving end-to-end deal processesfrom origination and financial modelling to due diligence, negotiation, and closing—while serving as a key client contact throughout the transaction lifecycle. The individual will contribute to strategic decision-making, ensure compliance with regulatory requirements, mentor junior team members, and support business development efforts to expand the firm’s investment banking portfolio.

Key Responsibilities

• Lead and manage a team of investment banking professionals (analysts and associates) to ensure timely and successful execution of transactions.
• Oversee the complete deal lifecycle, including origination, financial analysis, valuation, due diligence, negotiation, and closing.
• Work closely with senior leadership to design and implement transaction strategies aligned with client objectives.
• Conduct and review in-depth financial analysis, valuation models, feasibility studies, and industry research to support deal structuring and pricing.
• Manage client relationships and act as the primary point of contact, ensuring transparent communication and proactive issue resolution.
• Supervise due diligence across legal, financial, technical, and operational aspects, coordinating with internal and external stakeholders to ensure compliance and smooth execution.
• Prepare, review, and finalize key transaction documents such as IMs, pitch books, prospectuses, offering memoranda, and definitive agreements.
• Monitor market trends, sectoral developments, and regulatory updates to provide strategic insights to clients and internal teams.
• Mentor, train, and guide junior team members, fostering their analytical capabilities and professional growth.
• Support business development by identifying prospective clients, contributing to pitch presentations, and assisting in proposal preparation.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field; Qualified CA/Semi Qualified CA preferred, MBA-Finance
• Significant experience in investment banking, corporate finance, or related financial services, with a strong track record of executing transactions.
• Advanced expertise in financial modelling, valuation methodologies, and financial analysis tools.
• Excellent communication, presentation, and interpersonal skills, with the ability to collaborate effectively with clients, stakeholders, and senior leadership.
• Proven leadership abilities with experience managing and developing teams.
• Ability to work under pressure in a fast-paced, dynamic environment and manage multiple engagements simultaneously.
• Strong understanding of financial markets, investment banking processes, and mid-market transaction dynamics.
• Proficiency in financial and transaction management software/tools.