Sr Analyst - Investment Banking - Ahmedabad

Job Purpose

Deal Origination for IPO/ECM with Indian PE Funds & family offices

Job Responsibilities

Relationship & Coverage Management

• Develop, cultivate and sustain relationships with senior decision-makers (Promoters, CEOs, CFOs, PE/VC ) across multiple industries.
• Identify new target clients and initiate outreach campaigns; build industry-by-industry coverage strategy.
• Maintain and grow a professional-intermediary network (CAs, CSs, legal/tax advisors) that sources potential mandates.

Origination & Pipeline Development

• Screen markets and sectors for deal opportunities (M&A, capital-markets, fundraising, JVs, divestments, restructuring) across industries.
• Maintain a live pipeline: prospects, expected mandate size, conversion likelihood, timeline, sector categorisation.
• Monitor industry and macro trends, regulatory changes, valuations and investor appetite to generate origination themes and pitch ideas.
• Launch strategic campaigns/thematic outreach (e.g., digital manufacturing, consumer consolidation, healthcare roll-ups, infrastructure monetisation) to prime prospects.

Pitching & Mandate Acquisition

• Prepare compelling pitch decks,industry-tailored proposals and value-creation narratives for prospective clients.
• Lead client meetings and presentations to secure mandates or exclusivity agreements.
• Negotiate preliminary engagement terms (scope, fees, exclusivity) and align with execution teams for hand-over.

Performance Tracking & Reporting

• Track and report pipeline metrics (number of leads, stage progression, conversion rates, expected revenue) across sectors.
• Prepare dashboards/MIS for senior management: sector performance, geography breakdown, lead sources, lost mandates and reasons.
• Provide strategic input into origination framework: target industries, geographies, client segments based on pipeline and market intelligence.

Travel & External Representation

• Travel as required for client meetings, industry forums, conferences, road-shows across regions.
• Represent the firm externally and enhance brand visibility and credibility in target industries.

Qualifications : CA/CFA/MBA (Finance)

Experience

2+years in relevant role within investment banking or capital markets.

Behavioural Competencies

• Fast-learning, self-starters and go-getters with strategic mind sets • Versed with valuation, accounting concepts and financial modelling • Good Communication skills • Good Analytical & Microsoft Office (PowerPoint/ Excel/ Word) skills