103 Pitch Books Jobs

As a Products & Research professional, you will play a crucial role in Wealth Management/Asset Management/Research Macro Analysis domain. Your responsibilities will include: - Institutionalizing the Advisory framework by identifying global macro trends and their impact on financial markets and client portfolios. - Assimilating and disseminating house views on economy, markets, and investment products to the team, working closely with the investment committee. - Conducting in-depth diligence across the entire spectrum of investment products. - Participating in portfolio reviews and client engagements with the advisory teams to communicate investment positioning and group views. - Preparing Pi...

Job Role : Corporate Finance Consultant Location : Mumbai (Nariman Point) Website https://www.claivc.com/ Overview: We are seeking a highly skilled and experienced Consultant to join our Deals and Corporate Finance department. The ideal candidate will have a strong background in financial modelling, financial statement analysis, mergers and acquisitions (M&A), fund raising, and valuation. The candidate must have hands-on experience with real-life deals, including fund raising and M&A, having successfully completed 2-3 deals. Key Responsibilities: Develop and maintain complex financial models for various deal scenarios. Analyze financial statements and key performance indicators to support de...

Key Responsibilities Prepare and design investment pitchbooks and presentations to support deal sourcing, investor meetings, and internal discussions. Develop informative and engaging materials, including Information Memorandums (IMs), industry research reports, deal and peer analysis, company profiles, and discussion documents tailored to specific investment opportunities. Gather and analyze financial data and key investment metrics. Collaborate with deal teams to ensure presentation/pitchbooks effectively communicate investment theses. Ensure accuracy and consistency in data presentation, charts, and visual storytelling. Stay updated on private equity trends and best practices in investmen...

Job Role: Research Analyst Experience: 2 to 7 Years Work Mode :WFO Location Chennai Notice Period : Immediate to 60 Education : CFA Level 1 or CFL Level 2 Designation : Level 3 and Level 4 Job Description: Create high quality company profiles, comparable analysis, company and industry, credit reports and newsletters. Understand advanced modeling tenets and build, maintain / populate financial models for the client. Scoping of new projects and Prepare methodology for the project. • Service all regular and customized client requests Attend client calls, interact with clients frequently. Financial, equity research with a reputed research firm or financial analytics experience in a bank, financi...

Role: Business Development Department: Investment Banking Location : Rajkot, Gujarat Employment Type: Full Time Job Summary: Responsible for working on business development for investment banking services and building long term relationships.Assisting in business development efforts through identification of prospective clients, extensive research of the prospects and their industry, preparing financial analysis, valuation analysis, pitch presentations, mandate letters, etc. Provide assistance during the execution as required. Key Responsibilities: Closely working on deal generation for investment banking business, along with the senior team meetings with promoters, senior management, audito...

Role: Business Development Department: Investment Banking Location : Rajkot/Ahmedabad, Gujarat Employment Type: Full Time Job Summary: Responsible for working on business development for investment banking services and building long term relationships.Assisting in business development efforts through identification of prospective clients, extensive research of the prospects and their industry, preparing financial analysis, valuation analysis, pitch presentations, mandate letters, etc. Provide assistance during the execution as required. Key Responsibilities: Closely working on deal generation for investment banking business, along with the senior team meetings with promoters, senior manageme...

Pune Angels Network Position Overview We are seeking a dynamic Senior Investment Manager to lead deal execution, financial modeling, and angel relationship management at Pune Angels Network. This role combines analytical rigor with business development excellence, requiring someone who can seamlessly navigate between complex financial modeling and high-touch relationship management with founders and angel investors. Key Responsibilities Deal Execution & Financial Analysis Lead end-to-end deal execution from initial screening to investment closure Develop comprehensive pitch books and investment memorandums for angel presentations Create detailed DCF models, comparable company analysis , and ...

JOB SUMMARY Marmore is looking for individuals who will undertake business and financial analysis. The role will see the candidate undertaking extensive writing, modelling on spreadsheets, conducting discussions and interviews with external and internal stakeholders, and seeking ways to promote ideas and recommendations even in the middle of information scarcity or ambiguous data. The individual must have an eye for detail and should be able to perform under reasonable pressure on multiple activities. DUTIES & ESSENTIAL JOB FUNCTIONS OPERATIONAL Authoring strategic business and market intelligence reports, analyst briefings, white papers, blogsand other forms of content for various research ...

Your potential, unleashed. India's impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organisations shaping the future of the region, and indeed, the world beyond. At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters. The team FA ICC CFA team provides advisory & research support services to Deloitte members firms across diverse nature of the business development and engagements. We work as an extension of our Deloitte member ...

Team player in an investment banking role To prepare pitch presentations, marketing collaterals like information memorandum etc. and other ad-hoc presentations to the client and internal team Required Candidate profile Requires in-depth knowledge of financial terms and principles Functional excel modelling skills

Roles & Responsibilities Responsible for execution of end-to-end preparation of valuations of illiquid investments (debt valuation) within the portfolio valuations space. Responsible for execution of end-to-end engagements, perform audit reviews and appraising third-party valuation reports Be responsible for the high-quality timely delivery of projects by self and the team members Coach a team of business valuation professionals Manage workflow, delivery, team utilization and act as the point of contact for the onshore Geo(s) Be involved in recruitment, learning and development and performance management Build strong brand equity with onshore stakeholders Contribute to at least one CF & Cap ...

Overview of the Role: - Manage a team of Analysts and their deliverables to clients - Audit and problem solve work on complex and dynamic financial models. - Prepare valuation related analytics such as equity trading comparables, precedent M&A transaction comparables, DCF, etc. - Conduct cashflow and credit analysis of company. - Conduct capital structure analysis. - Conduct company, industry and market research for various purposes such as competitor benchmarking, industry landscape analysis, target market size analysis, etc. - Prepare investor presentations, investment committee memorandum and confidential information memorandum. Qualifications/Skills Requirements: - The candidate should h...

Assistant Manager Deals & Transaction Advisory (Full-Time) Ready to accelerate your career in the fast-paced world of Deals and Transaction Advisory? Were seeking dynamic professionals for a full-time, mid-level position on our team. Join us and contribute to high-impact deals, major business decisions, and client transformations. About Us: AccuLeap Advisors are pioneers in financial advisory services. We specialize in meeting the unique needs of startups and established businesses alike. Our comprehensive approach covers every aspect of the business ecosystem, from strategic planning to successful exits in M&A transactions. About the Role Liaise with the Top Management and their Counselors ...

Responsibilities: * Create financial models & pitch books * Manage investor relationships * Analyze deals & prepare reports * Assist with IPOs & fundraisings * Collaborate on private equity transactions Experience: 1 - 3 Years Job Type: Full-Time Provident fund

Job Role: Investment Banking Associate. About the Role: As an Investment Banking Associate, you will be responsible to handling clients independently and overseeing the execution of fundraising (Debt/Equity) and M&A activities. Your experience and expertise will be pivotal in driving successful transactions and maintaining strong client relationships. Key Responsibilities: 1. Leadership: Provide mentorship and guidance to team members, fostering professional growth and collaboration. Oversee the execution of deals, ensuring all deliverables are met within timelines. 2. Fundraising and M&A: Manage the end-to-end process of fundraising (Debt/Equity) and M&A transactions. Oversee the preparatio...

Job Role : Corporate Finance Consultant Location : Mumbai (Nariman Point) Website https://www.claivc.com/ Overview: We are seeking a highly skilled and experienced Consultant to join our Deals and Corporate Finance department. The ideal candidate will have a strong background in financial modelling, financial statement analysis, mergers and acquisitions (M&A), fund raising, and valuation. The candidate must have hands-on experience with real-life deals, including fund raising and M&A, having successfully completed 2-3 deals. Key Responsibilities: Develop and maintain complex financial models for various deal scenarios. Analyze financial statements and key performance indicators to support de...

Job Opening: Investor Relations Location: Lower Parel, Mumbai (Only Mumbai-based candidates preferred) Experience: 2 - 5 Years Salary: Open for the Discussion Company Overview: Qode Advisors LLP is a SEBI-registered asset management firm offering Portfolio Management Services (PMS) to high-net-worth individuals and families. We combine a data-driven, quantitative investment framework with deep fundamental insights to deliver consistent, long-term returns. Backed by a team of 30 high-performing professionals, Qode Advisors is built on a foundation of research, discipline, and a strong focus on investor alignment. Position Overview Qode is looking for an Investor Relations Analyst to support i...

We are hiring Investment Banking Analysts to join our fast-growing deal team. This is an exciting opportunity for highly driven individuals who want to build a career in core finance, investment banking, M&A, and valuation advisory. Required Candidate profile • Education: B.Com, BBA, BMS, MBA (Finance), CFA (Level 1+), CA (Inter or Final). • Proficiency in Excel, PowerPoint, and financial analysis is mandatory.

Role & responsibilities Job description: SGA is rapidly expanding its PE business and seeks a highly skilled Associate to manage client onboarding and project execution. The ideal candidate should i) possess strong fund modelling skills, ii) In-depth understanding of PE life cycle, fund structures and has knowledge of PE transactions and key products, iii) demonstrated ability to create solutions for unstructured requests, and iv) excel in independent review and quality check of clients projects. This role also requires effective collaboration with internal stakeholders to ensure seamless delivery and drive successful project outcomes. Responsibilities: Analyzing company documents to create ...

Role & responsibilities Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps Identifying potential targets/buyers for M&A deals Working on Financial Models, DCF, LBO, and Football field analysis Performing secondary research through the web and available databases to prepare investment decks Interacting with the client for project coordination, Be responsible for quality check and client deliverable At least 4 years of experience in Private Equity/Investment Banking End to end knowledge of PE/IB deal and key products Deep understanding of all investment banking products ...

Role & responsibilities • Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps • Identifying potential targets/buyers for M&A deals • Working on Financial Models, DCF, LBO, and Football field analysis • Performing secondary research through the web and available databases to prepare investment decks • Interacting with the client for project coordination, • Be responsible for quality check and client deliverable • Managing a team of 7-10 analysts ROLES & RESPONSIBILITIES • At least 5 years of experience in Private Equity/Investment Banking • End to end knowledge of PE/IB ...

Develop high-quality, visually appealing, and accurate PowerPoint presentations, including pitch books, client presentations. Work closely with senior to organize content, ensuring clarity, and alignment with client objectives. Ensure all presentations adhere to the firms branding guidelines, maintaining professional design standards while effectively conveying key messages. Strong Presentation skills required for creating and delivering a compelling presentation that effectively communicates information and ideas.

Job Responsibilities: 1. AMC / Real Estate Funds Develop and maintain strong relationships with investors, limited partners, and other stakeholders through regular communication. Identify potential investors and develop strategies for approaching them. Create client friendly, "world-class" and high impact Pitch book, Teaser, Brochures, Fund collaterals Create training packs and educational materials for Distributors, Channel Partners, IFAs, RMs, Investors, etc. Understand broad tax regulatory and legal framework related to the: -Deals and products -AIF/ PMS/NBFC vehicles Get in place proper agreements, fee sharing terms and due diligence forms for all partners Maintain Investor MIS and datab...

Job Title: Business Analyst / Sr. Business Analyst - Global Investment Banking Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L2 (USA) CTC: 4 to 6 LPA Work responsibilities would require the candidate to: Conduct research, analyze information and prepare reports. Develop investment pro-formas & financial models; research & analyze financial data; develop financial & narrative reports & prepare comparable analyses. Support the leadership team in collateral preparation and supporting business development activities. Train / educate new and / or junior team members. Ideal candidate should: Have a passion to learn, ability to multi task and willingness to wo...

At PwC, our finance consulting team specializes in providing consulting services related to financial management and strategy. As a finance consulting generalist, you will analyze client needs, develop financial solutions, and offer guidance to help clients optimize their financial performance and achieve their goals. Your role will involve providing comprehensive support tailored to specific business requirements, including improving decision-making and analyzing financial performance. In this fast-paced environment, you are expected to adapt to working with a variety of clients and team members, each presenting unique challenges. Every experience is seen as an opportunity for learning and ...