10 Pitchbook Jobs

About The Role Liminal is for a highly motivated and detail-oriented Consultant with 34 years of experience in market research, lead qualification, client engagement, and requirement gathering . The ideal candidate should have a strong understanding of Virtual Asset products and services and should have previously worked in product-led or tech-driven organizations . This role is critical to identifying business opportunities, engaging with the right client segments, and translating client needs into actionable insights for our product and business teams. Responsibilities Conduct market research to identify trends, opportunities, and potential clients within the virtual assets and blockchain ecosystem. Perform lead generation and qualification through various channels including LinkedIn, industry databases, events, and cold outreach. Screen and engage potential clients to understand their business needs, use cases, and decision-making processes. Document and analyze client requirements to support internal teams in delivering tailored solutions. Maintain an organized pipeline and regularly update CRM systems with lead activity and progress. Provide competitor intelligence, client personas, and market dynamics to inform go-to-market strategies. Participate in client meetings, demos, and discussions to support onboarding and long-term engagement. Desired Candidate Profile 34 years of experience in market research, Pre- Sales/ Solution sales or business consulting. Prior experience in a product or technology organization, preferably in FinTech, blockchain, or digital asset management. Excellent communication and interpersonal skills; ability to confidently interact with senior stakeholders and independently initiate high level pitch conversations. Highly analytical or ability to structure ambiguous problems, gather data, and synthesize insights into clear, actionable documentation. Proficiency in using CRM tools, research databases, and productivity software (e.g., HubSpot, Salesforce, Excel, Notion, etc.). Familiarity with tools like ZoomInfo, Crunchbase, or Pitchbook for lead sourcing. MBA is preferred. Prefer candidates from strong strategy consulting, services organisation of tech companies, Fintech or global product companies. About Liminal : Liminal is a compliant and insured digital asset custody and wallet infrastructure provider. Launched in April 2021, Liminal Custody is a CCSS Level 3, SOC Type 2, and ISO 27001 & 27701 certified organization. Based in Singapore, Liminal has operations spread across APAC, MENA, and Europe, along with offices in Singapore,Taiwan , India, and UAE. The company has received an initial approval from VARA. Liminal takes pride in supporting businesses with its qualified and insured custody (self and institutional) that enables stress-free safekeeping of digital assets for institutions. It also provides a cutting-edge wallet infrastructure platform that is secure, compliant, and automated and comes with a plug-and-play architecture for faster onboarding of developers, business partners, and government agencies. Our website - https://www.liminalcustody.com/ Show more Show less

The Corporate Finance Analyst (Entry Level) position based in Noida with a salary of 46 LPA offers an exciting opportunity for a smart, motivated, and detail-oriented individual to join the team. As a Corporate Finance Analyst, you will have the chance to gain practical exposure to live corporate finance and M&A advisory projects. Your responsibilities will include conducting industry research, preparing sector reports, identifying potential targets, supporting in pitch deck creation, assisting in business development activities, conducting financial research and analysis, and actively participating in learning and development opportunities related to cross-border transactions and corporate finance strategies. The ideal candidate for this role should hold a Bachelors degree in Finance, Commerce, Economics, or a related field and possess 1-2 years of work experience in investment banking, corporate finance, consulting, or financial research. Proficiency in Excel and PowerPoint is required, and knowledge of databases such as PitchBook, Capital IQ, or similar platforms is considered a plus. A strong interest in finance, deal-making, and global markets, along with excellent communication skills, a willingness to learn, attention to detail, and effective time management skills are essential qualities we are looking for in potential candidates. By joining this role, you will have the opportunity to work directly on live corporate finance projects, gain skill development in preparing professional-grade pitch materials, research reports, and financial benchmarks, and experience career growth with a potential long-term career path in investment banking or corporate finance. Additionally, you will be part of a collaborative culture, engaging with a fast-moving team, and having direct access to senior leadership with global exposure. If you are enthusiastic about building a career in corporate finance and seek real-world exposure from the outset, we encourage you to apply by submitting your CV and a brief cover letter highlighting your relevant experience and motivation for applying to anshul.tyagi@incredinsight.com.,

Job Summary: The role involves executing business valuation projects such as 409A and Business Enterprise Valuations (BEVs) for U.S. and global clients. The candidate should have strong financial modeling skills, proficiency in valuation methodologies, and excellent communication to handle client interactions and manage multiple projects. Key Responsibilities: Engage with clients to understand valuation scope and data requirements Communicate effectively to gather and clarify client inputs Manage and execute multiple valuation assignments simultaneously Review and validate financial models, valuation reports, and deliverables Maintain comprehensive project documentation including emails and research logs Perform valuations for financial reporting, tax, and transaction advisory purposes Work on 409A valuations and Business Enterprise Valuations (BEVs) Use databases like Capital IQ, PitchBook, and Bloomberg for benchmarking and research Maintain internal MIS and project trackers for reporting and workflow monitoring Ensure timely and quality delivery of all assigned valuation projects Skills Required: 409a valuations, business enterprise valuations, dcf, market multiples, precedent transactions, financial modeling, capital iq, pitchbook, bloomberg, excel, financial analysis, project management, client communication

Client Communication & Diligence Engage with clients to understand data requirements and valuation scope. Communicate effectivelyboth written and verbalto gather and clarify inputs. Project Management & Execution Handle multiple valuation projects simultaneously and ensure timely delivery. Review and validate financial models, valuation reports, and client deliverables. Maintain up-to-date project documentation, including emails, file management, and research tracking. Technical Expertise Perform valuations for financial reporting, tax, and transaction advisory purposes. Worked on 409A valuations and Business Enterprise valuations (BEVs). Utilize valuation databases such as Capital IQ (CIQ), PitchBook, and other financial research platformsfor benchmarking and analysis. MIS & Reporting Track project status and maintain project trackers for internal and client reporting. Ensure timely updates and documentation of valuation workflows. Required Skills : 2+ years of experience in valuation, financial modeling, and advisory services. Strong understanding of valuation methodologies (DCF, market multiples, precedent transactions,etc.). Hands-on experience with valuation databases like Capital IQ, PitchBook, and Bloomberg. Proficiency in financial modeling and analysis using Excel. Ability to multitask, prioritize projects, and meet tight deadlines. Excellent written and verbal communication skills. Strong attention to detail and problem-solving abilities.

Acuity is currently looking for dedicated and motivatedindividuals who have strong organizational and teamwork skills for itsPresentation and Graphic team based in Bangalore supporting a Mid-marketInvestment Bank. KeyResponsibilities Formatting of all pitchbooks, using Word, Excel, and PowerPoint, adhering at all times to established house style Creating other material such as infographics, etc. and ensuring high-quality output Exposure to various products and collaterals of IB value chain including pitchbooks, profiles, marketing and conference materials and website content publications Key Products exposure Profiles, Pitchbooks, Flyers, Tombstones, Handout materials, social media banners / landing pages, conference materials, campaign support and newsletters among others Liaising with the client and internal team members to determine deadlines, job instructions, and design requirements Experience in building theme-based layouts for pitchbooks / Information Memorandum alongside understanding clients branding and standardization / marketing guidelines Efficiently managing and producing a wide range of documents, ensuring accuracy, quality, and adherence to deadlines Ability to coordinate and track publishing schedules and proactively work with onshore stakeholders Key Competencies Experience in formatting and publishing Expert working knowledge in MS office applications, especially PPT, Word, Visio and Excel Working knowledge on adobe creative suite including Photoshop, InDesign Illustrator, Acrobat Working knowledge on VBA and macros Good verbal and written communication skills Ability to coordinate and track publishing schedules Ability to work independently to produce quality work Keen attention to detail Ability to engage with senior resources for formatting processes.

Acuity is currently looking for dedicated and motivatedindividuals who have strong organizational and teamwork skills for itsPresentation and Graphic team based in Gurugram supporting a Mid-marketInvestment Bank. Key Responsibilities Formatting of all pitchbooks, using Word, Excel, and PowerPoint, adhering at all times to established house style Creating other material such as infographics, etc. and ensuring high-quality output Exposure to various products and collaterals of IB value chain including pitchbooks, profiles, marketing and conference materials and website content publications Key Products exposure Profiles, Pitchbooks, Flyers, Tombstones, Handout materials, social media banners / landing pages, conference materials, campaign support and newsletters among others Liaising with the client and internal team members to determine deadlines, job instructions, and design requirements Experience in building theme-based layouts for pitchbooks / Information Memorandum alongside understanding clients branding and standardization / marketing guidelines Efficiently managing and producing a wide range of documents, ensuring accuracy, quality, and adherence to deadlines Ability to coordinate and track publishing schedules and proactively work with onshore stakeholders Key Competencies Experience in formatting and publishing Expert working knowledge in MS office applications, especially PPT, Word, Visio and Excel Working knowledge on adobe creative suite including Photoshop, InDesign Illustrator, Acrobat Working knowledge on VBA and macros Good verbal and written communication skills Ability to coordinate and track publishing schedules Ability to work independently to produce quality work Keen attention to detail Ability to engage with senior resources for formatting processes.

About this role: Wells Fargo is seeking a Senior Securities Research Assistant. In this role, you will: Support the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities Generate research packet products, manually post research documents to market data vendors, update and maintain mailing lists, provide client access to web sites Maintain databases Generate research packet products, post research documents to market data vendors, update and maintain mailing lists Receive direction from supervisor and escalate non routine questions Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources Required Qualifications: 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Outstanding academic qualifications B. Com., CA or MBA MSc Finance from a premier educational institution 4+ yrs of experience in Investment Research/ Underwriting Credit Rating - experience in working with FSG team in IB structure will be preferred Excellent verbal and written communication skills Strong knowledge of accounting and financial concepts Proficient in Microsoft office tools Knowledge of database tools Factset, Pitchbook, Capital IQ and Bloomberg.

Key Responsibilities: Act as a point of contact for existing and prospective investors. Support the preparation of investor pitch decks, updates, reports, and due diligence materials. Maintain and update the investor CRM and tracking tools. Assist in organizing investor meetings, roadshows, webinars, and events. Prepare timely responses to investor queries and follow-up communications. Collaborate with finance and executive teams to gather data for reporting and presentations. Monitor market and industry trends, peer performance, and investor sentiment. Ensure compliance with internal and external reporting obligations. Contribute to fundraising initiatives, including pipeline management and outreach. Qualifications: Bachelor's degree in Finance, Business, Economics, or related field (MBA/CFA preferred). 13 years of experience in investor relations, corporate finance, investment banking, or consulting. Strong communication and interpersonal skills. Excellent proficiency in Microsoft Excel and PowerPoint; knowledge of tools like Salesforce, PitchBook, or IR platforms is a plus. Attention to detail and ability to manage multiple tasks and deadlines. High level of integrity, professionalism, and discretion with sensitive information.

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.

Strategic Research & Private Capital Intelligence Lead analytical work around private capital markets, fund trends, and impact investment themes in Asia. Use platforms such as Preqin, Bloomberg, PitchBook to: Track private equity, venture capital Required Candidate profile Postgraduation in MSW, Development Studies, Economics, Business, Finance, or related field. Minimum 2+ years of experience in impact consulting, ecosystem mapping, Location: India (Remote/Hybrid )