27 Transaction Execution Jobs

**Job Description:** As a candidate for this role, you will be responsible for overseeing back-end operations related to Mutual Funds (MF), Life and General Insurance, and Fixed Income. Your key responsibilities will include: - Demonstrating in-depth knowledge of processes related to various financial asset classes - Creating and updating product process flow charts to ensure seamless and error-free processes - Managing different portals for investment execution across various financial companies - Handling transactions on the BSE Star Platform for Mutual Fund transactions - Executing daily online/offline transactions for MF, Insurance, General Insurance, and Fixed income products such as pu...

Experience: 7+ years of Investment Banking experience in the relevant sector. Deal closure experience is a must. Qualifications / Requirements: MBA or CA qualification. Strong financial modelling skills and the maturity to understand critical deal terms. Experience at an investment bank with solid transaction exposure across multiple deal types. Proven ability to independently lead transaction execution, including investor outreach, pitch preparation, term negotiation, coordination with vendors, advising on and finalizing definitive documents, and deal closure. Demonstrated experience in managing day-to-day aspects of client relationships and transactions with strong attention to detail and ...

Job description: Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which wil...

As a candidate for the position, you will be responsible for the following major deliverables: - End to end transaction execution which includes: - Promoter assessment - Business model evaluation - Balance Sheet Analysis - Financial Modelling - Industry Research - Competitive landscape analysis - Preparation of Credit Memorandum for various transactions across sectors - Understanding criticalities of the transactions and assessing credit risks for the transactions - Providing recommendations on specific credit covenants from a risk mitigation perspective - Actively liaising with other internal teams as well as client teams during transaction execution - Assisting senior management during int...

You are invited to join our team as a dynamic and experienced finance professional in Bangalore's real estate ecosystem. In this high-impact middle management role, you will be instrumental in driving business development and transaction execution for fund-raising, M&A, and debt advisory mandates. **Key Responsibilities:** - **Business Development & Client Acquisition** - Identify and secure new business opportunities in fund raising, M&A, and debt advisory. - Utilize your strong network with senior management of leading Bangalore-based real estate developers. - Act as a trusted advisor to clients, offering strategic financial insights and innovative solutions. - **Transaction Execution** - ...

As an Equity Fund Manager at our company, your role will involve leading strategic equity fundraising for high-profile clients, managing complex transactions across global markets, and driving investor engagement with deep market insight and execution leadership. **Key Responsibilities:** - **Market Intelligence & Advisory** - Monitor global equity markets, regulatory changes, and investor sentiment to inform deal strategy. - Advise clients on valuation, equity story development, and competitive positioning. - **Governance & Compliance** - Ensure all transactions adhere to SEBI, RBI, and international regulatory frameworks. - Supervise preparation of offer documents, disclosures, and board-l...

Indium Capital - Investment Banking AVP/VP - CA/IIM/ISM/FMS/MDI/CA (4-8 years) Indium Capital is a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of $25-500Mn. We have worked extensively with marquee clients on deals across healthcare, consumer, tech/digital and industrials sectors. We always put our clients first, and have cultivated deep relationships with them. Further information on Indium is available atwww.indiumcapital.com We are looking for motivated individuals with strong experience in front-end investment banking advisory to join our team. Position : Investment Banking AVP/VP Experience : 4-8 ...

Indium Capital - Investment Banking Sr Associate/Associate - CA/MBA IIM/ISM/FMS/MDI (2-5 years) Indium Capital is a Bangalore based Investment Bank operating since May 2014. We focus on Healthcare and Digital/Technology sectors with typical deal sizes of $25-500Mn. We have worked extensively with marquee clients on deals across healthcare, consumer, tech/digital and industrials sectors. We always put our clients first, and have cultivated deep relationships with them. Further information on Indium is available at www.indiumcapital.com We are looking for motivated individuals with experience in front-end investment banking advisory to join our team. Position : Investment Banking Associate/Sen...

In this role as an intermediate-level Credit Portfolio Analyst II at the company, your primary responsibility will be conducting credit reviews, credit approval, and monitoring the portfolio to identify credit migration. Your key objective will revolve around managing Citi's portfolio exposure to clients and counterparties on a global scale. Some of the key responsibilities you will undertake in this position include: - Conducting risk assessments and client credit analyses - Reviewing financial results, peer analyses, and preparing financial projections - Preparing green-light and transaction approval memos - Conducting due diligence, building cash flow models, and performing sensitivity an...

You will be joining Mutares SE & Co. KGaA, a private equity holding company in Munich, as an Intern to assist their M&A teams. Your main responsibilities will include: - Analyzing investment opportunities by reviewing teasers and memoranda to identify potential acquisition targets - Supporting financial modeling tasks such as valuation, working capital normalization, and debt analysis - Assisting in due diligence processes through data room reviews, risk identification, and preparing for expert calls - Contributing to transaction execution by aiding in drafting offer documents and exit-related materials - Providing administrative support to the Office Manager and Board of Directors when nece...

As the Head of Mergers and Acquisitions at a leading Investment Banking Firm, your role involves strategic leadership, deal origination, transaction execution, client coordination, deal structuring, and team leadership & development. You will be responsible for leading the origination and execution of M&A transactions, including mergers, acquisitions, divestitures, spin-offs, and joint ventures. Your strategic leadership will drive the direction of the M&A division, ensuring alignment with the firm's goals and client needs. Building and maintaining strong relationships with senior executives, private equity firms, institutional investors, and corporate clients will be crucial for identifying...

As a Credit Portfolio Analyst II at the company, your role involves conducting credit reviews, credit approval, and monitoring the portfolio to identify credit migration. Your responsibility is to manage Citi's portfolio exposure to clients and counterparties globally. Key Responsibilities: - Conduct risk assessments and client credit analyses - Review financial results and peer analyses and prepare financial projections - Prepare green-light and transaction approval memos - Conduct due diligence, build cash flow models, and conduct sensitivity analyses - Escalate credit concerns/updates to senior risk and business managers - Propose risk mitigation actions - Assist with portfolio review pre...

The foundation of CapitalSquare Group was laid with the aim of establishing one of the premier financial services conglomerates in India. The group offers a one-stop solution for fund raising solutions and financial advisory services through its Merchant Banking & Investment Banking, Wealth Management, Project Management, and Insurance Brokerage arms. As a member of the team, your responsibilities will include identifying and reaching out to targets for Private Equity, conducting financial and strategic analysis of targets, preparing financial models, pitch books, presentations, and other transaction documents. You will also be involved in participating in the due diligence process and provi...

Altre is transforming B2B commercial real estate by providing a centralized platform that helps modern businesses optimize portfolios and expand geographically with ease. It is India's first digital brokerage platform catering to enterprise clients and is backed by institutional investors, having raised $1 million in a pre-series A round to enhance technology, capability, and teams nationwide. As a Senior Manager / AVP in Commercial Real Estate at Altre Gurgaon, you will be responsible for managing key client relationships, leading transaction execution, and supporting portfolio expansion for enterprises. Your role will involve delivering insights, managing teams, and ensuring alignment betw...

As a Corporate Salesperson at our company, you will be a seasoned professional applying in-depth disciplinary knowledge to contribute to the development of new techniques and processes. Your role will involve integrating subject matter expertise within a defined area, requiring an understanding of how areas collectively integrate within the sub-function and contribute to the overall business objectives. You will be evaluating moderately complex issues with substantial potential impact, utilizing analytical skills to filter and prioritize information from multiple sources. Your responsibilities will include selling separate account services or finance products directly to Corporate clients, a...

The Credit Portfolio Analyst II role at our organization is a crucial position that involves overseeing credit reviews, credit approval, and monitoring the portfolio to identify credit migration in collaboration with the Risk Management team. As an intermediate-level professional, you will play a key role in managing Citi's portfolio exposure to clients and counterparties on a global scale. Your responsibilities will include conducting risk assessments and client credit analyses, reviewing financial results and peer analyses, and preparing financial projections. You will also be responsible for preparing green-light and transaction approval memos, conducting due diligence, building cash flow...

Role Summary: The person shall be spearheading the Vertical Investor Relations/ Business Development. The Head of M&A will play a critical role in driving high-profile and complex transactions, overseeing the execution of M&A deals, and providing strategic guidance to clients. This role demands expertise in financial analysis, deal structuring, negotiation, and a proven track record in executing successful mergers and acquisitions across a wide range of industries. Responsibilities - M&A Head Responsibilities: Strategic Leadership & Deal Origination: - Lead the origination and execution of M&A transactions, including mergers, acquisitions, divestitures, spin-offs, and joint ventures. - Drive...

The candidate should be well versed with back-end operation processes pertaining to Mutual Funds, Life and General Insurance, and Fixed Income. You must possess in-depth knowledge of all processes related to different financial asset classes. It is required to create and update product process flow charts to ensure smooth and error-free processes. Experience in handling various portals related to investment execution of different financial companies, particularly the BSE Star Platform for Mutual Fund transactions, is essential. Your responsibilities will include daily online/offline execution of Mutual Funds, Insurance, General Insurance, and Fixed Income products such as purchase, redemptio...

As a dynamic and relationship-driven professional, you will be responsible for leading the Client Coverage & Deal Origination vertical. Your role will involve spearheading business development efforts, managing investor and promoter relationships, and overseeing the end-to-end execution of mandates. To excel in this position, you must engage closely with C-suite stakeholders and possess a deep understanding of the investment banking landscape across various sectors. Your key responsibilities will include leading the Client Coverage Vertical, driving deal origination initiatives, identifying new business opportunities, and onboarding mandates across different sectors and deal types such as st...

Position Summary We are seeking a highly motivated and detail-oriented Junior M&A Executive to join our dynamic Corporate Development team. In this role, you will play a key role in the execution of our M&A strategy, contributing to the identification, evaluation, and execution of acquisitions that align with our company's growth objectives. This is an excellent opportunity for someone with a passion for finance and a strong interest in the Cybersecurity, Data, and AI sector to gain hands-on experience in the exciting world of M&A. Responsibilities Deal Sourcing and Screening: Conduct comprehensive market research and industry analysis to identify potential acquisition targets Develop and ma...

You are a highly motivated and results-driven Investment Banking Manager with a strong background in calling, selling shares, and a passion for sales in the financial services industry. With at least 4-8 years of experience in a similar role within the investment banking or securities industry, you are eager to contribute to our growing business. Your key responsibilities will include actively engaging with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions. You will proactively sell equities, securities, and financial products to institutional and retail clients, identifying opportunities to cross-sell and increase revenue ...

As a Senior Manager / AVP Investments (Real Estate) at our esteemed client, a leading Asia-focused real estate conglomerate, you will play a key role in the development of large-scale office parks, data centers, and logistics assets across India and the GCC region. Backed by a robust institutional ecosystem, our client is actively expanding their investment portfolio across core and emerging real estate asset classes. With a minimum of 10+ years of experience in the Indian real estate market, you will bring a solid real estate background, exceptional financial modeling capabilities, and a track record of executing complex transactions. Preference will be given to candidates with exposure to ...

The Investment Banking Analyst role requires you to undertake various responsibilities to support the firm's investment activities. Your primary responsibilities will include conducting market and industry research, sourcing and evaluating potential deals, financial analysis and modeling, transaction execution, strategic engagement and fundraising support, client and stakeholder engagement, as well as internal collaboration and knowledge development. In terms of market and industry research, you will be responsible for conducting in-depth sector research, tracking key developments, and identifying potential acquisition or investment targets. You will also play a crucial role in building and ...

The Credit Portfolio Analyst II position at our organization involves conducting credit reviews, credit approval, and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. Your primary objective will be to manage Citi's portfolio exposure to clients and counterparties globally. Responsibilities: - Conduct risk assessments and client credit analyses, review financial results and peer analyses, and prepare financial projections. - Prepare green-light and transaction approval memos, conduct due diligence, build cash flow models, and conduct sensitivity analyses. - Escalate credit concerns/updates to senior risk and business managers, propose risk m...

• Product Sales: structured finance products • Structuring & Execution • Client Engagement: Build and maintain strong relationships with CXOs and senior leadership • Credit Analysis • Market Intelligence