Assistant Manager - Business Development & Pitch Support | Financial Services - Interpath Advisory - Gurgaon, INDIA
CFA Institute
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Benefits offered by this job
Job summary
Interpath in Gurugram seeks an Assistant Manager - Business Development & Pitch Support to join our Financial Services team. You will develop client-facing pitch materials, conduct market research, and contribute to thought leadership, while coordinating with UK teams on opportunities and proposals.
You will support M&A-related business development, deal identification, and market insights. Strong PowerPoint/Excel skills and fluent English are essential for success in this fast-paced role.
Qualifications
- Must have experience in business development, pitch support, research, strategy or related professional services.
- Experience creating client-facing pitches, decks or credentials materials.
- Experience contributing to thought leadership, market insights or reports.
Responsibilities
- Develop high-quality, client-facing pitch decks, credentials and proposals.
- Translate briefs into compelling presentation material for Partners/Directors.
- Support proposals and RFP responses, maintain credentials library, ensure brand standards.
- Turn research into concise insights to support client conversations and business development.
- Maintain and manage BD pipeline, prepare materials for meetings, coordinate with UK stakeholders.
Skills
Education
Tools
Job description
Interpath is a leading independent advisory firm, supporting clients across complex business challenges and opportunities including M&A, restructuring, transformation, transactions and performance improvement.
Our Financial Services team is a growing practice with colleagues across the UK and India, supporting clients across a broad range of financial services sectors.
As we continue to grow, we are looking for an Assistant Manager - Business Development & Pitch Support to join our Financial Services team in Gurugram.
This is a business development, research and pitch support role, aligned primarily to our Financial Services M&A team and working closely with colleagues across Financial Services Debt Advisory and Loan Portfolio Due Diligence.
You will work closely with Partners, Directors and Managers across the UK, supporting them in identifying opportunities, developing market insights and preparing high-quality materials to help win new business.
The role is not a deal execution role. Instead, you will sit close to the front end of transactions and gain exposure to how opportunities are identified, researched and ultimately converted into client engagements.
- Develop high-quality, client-facing pitch decks, credentials presentations, proposals and other business development materials.
- Translate a Partner or Director's brief into clear, compelling and commercially relevant presentation material.
- Support the preparation of proposals and RFP responses.
- Maintain and develop the team's credentials and case study library.
- Ensure high standards of presentation, formatting, accuracy and brand compliance.
- Conduct company, sector and market research across financial services.
- Develop sector maps, target lists, buyer/investor universes and market intelligence.
- Research company ownership, shareholders, funding history, transaction history and relevant market activity.
- Track M&A and broader financial services market developments.
- Turn research and data into concise, actionable insights that can support client conversations and business development.
- Support the development of financial services thought leadership, market reports, sector insights and points of view.
- Research emerging trends and themes across financial services and translate them into meaningful client-facing content.
- Help develop compelling narratives and insights rather than simply presenting data.
- Maintain accurate business development and opportunity pipeline information.
- Prepare materials for pipeline and business development meetings.
- Track actions and follow up with relevant stakeholders.
- Work directly with senior stakeholders across London, Manchester and Leeds.
- Manage multiple requests and deadlines while maintaining quality and attention to detail.
We are looking for someone who combines strong research capability, excellent PowerPoint skills and commercial thinking.
- Relevant experience in business development, pitch support, research, strategy, investment banking, corporate finance, transaction advisory or a similar professional services environment.
- Demonstrable experience creating high-quality client-facing pitch decks, presentations, proposals or credentials materials.
- Experience contributing to thought leadership, industry reports, market insights, white papers or similar content.
- Strong experience in company, market and sector research and the ability to turn research into meaningful insights.
- Strong PowerPoint and Excel skills.
- Excellent written and verbal English.
- Ability to work with senior stakeholders and manage multiple priorities and tight deadlines.
- Willingness to work with UK-based teams and maintain a daily overlap with UK business hours.
- Experience within the Financial Services sector, including banking, insurance, asset & wealth management, fintech, payments, specialty lending or related areas.
- Exposure to M&A, Debt Advisory, transaction services or other deal-related environments.
- Experience working with international stakeholders across different locations and time zones.
- Familiarity with market and financial databases such as Capital IQ, PitchBook, Bloomberg, Refinitiv, Mergermarket or similar platforms.
- CFA, MBA, CA or another relevant professional qualification.
We are particularly interested in people who can demonstrate three things:
You can take a brief from a senior stakeholder and turn it into a polished, compelling and client-ready presentation.
You can understand a market or industry theme, develop a point of view and communicate it through high-quality written and visual content.
You can go beyond collecting information - you can identify what matters, interpret the findings and turn them into insights that support a commercial conversation.
You should be comfortable asking, "What is the question we're really trying to answer?" and "So what does this mean for the client or the business?"
This is an opportunity to work closely with senior Financial Services professionals across the UK and gain exposure to the origination side of M&A and advisory work.
You will have the opportunity to develop your understanding of financial services markets, contribute to high-profile pitches and thought leadership, and play an important role in supporting the continued growth of our Financial Services practice.
If you are someone who enjoys research, storytelling, creating impactful presentations and working closely with senior stakeholders, we'd love to hear from you.
From cultures to mindsets, we welcome them all. Our global presence means we're inclusive by nature and we believe that people are equal, but not the same.
Our comfort zone is uncomfortable; we always make the right decision not what is simply easy or popular. Always consider how to implement these decisions, people will always remember how you made them feel.
We stand shoulder to shoulder with colleagues and clients, be that physically or from afar. Our individual expertise may find them answers, but it is through teamwork that it is implemented.
The impossible is always possible, we push the boundaries of what is expected because we're never satisfied with the status quo. Our clients expect a positive result when they engage with us, and it's only by delivering this that we win.
- Opportunity to grow within a fast-paced global organisation and build deep expertise in M&A integration
- Direct exposure to senior leadership and executive management
- Competitive salary package, aligned with experience and market standards
- International exposure, working with multicultural teams across multiple regions
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