Assistant Vice President – Investment Banking Three Steps

The Corporate Institute; Bengaluru; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

The Corporate Institute in Bengaluru is seeking an experienced investment banking professional to lead end-to-end deal execution across private equity, fund-raising, and strategic advisory mandates. You will develop financial models, valuations, and create transaction materials while coordinating due diligence and investor interactions.

You will mentor Analysts and Associates, interact with senior clients, and build relationships with corporates, promoters, and investors to support business

Qualifications

• 5–6 years of experience in investment banking, corporate finance, M&A or transaction advisory.
• Experience with a boutique investment bank or established investment banking platform preferred.
• Strong understanding of M&A, private equity transactions, capital raising and valuation methodologies.
• Excellent financial modelling and analytical skills.
• Strong written and verbal communication skills, with the ability to interact confidently with senior clients.
• Ability to independently manage transaction execution while working collaboratively with a lean team.

Responsibilities

• Lead execution for private equity, fund-raising and strategic advisory mandates through closure.
• Develop detailed financial models, valuations, transaction analyses.
• Prepare Information Memorandums, teasers, pitch books, management presentations and other transaction materials.
• Coordinate due diligence, data-room processes, investor interactions and transaction documentation.
• Work closely with promoters, management teams, PE/VC funds, strategic investors, lawyers, accountants and other advisors.
• Support senior bankers in client management, mandate development and transaction negotiations.

Skills

Financial modelling

Analytical skills

Communication skills

Transaction execution

Client management

Mentoring

Education

MBA / CA / CFA or equivalent qualification

Job description

Role Requirement:

• – Lead execution for private equity, fund-raising and strategic advisory mandates through closure.
• – Develop detailed financial models, valuations, transaction analyses.
• – Prepare Information Memorandums, teasers, pitch books, management presentations and other transaction materials.
• – Conduct industry, company and transaction research and develop a strong understanding of relevant sectors.
• – Coordinate due diligence, data-room processes, investor interactions and transaction documentation.
• – Work closely with promoters, management teams, PE/VC funds, strategic investors, lawyers, accountants and other advisors.
• – Support senior bankers in client management, mandate development and transaction negotiations.
• – Independently manage multiple workstreams and ensure timely execution of live mandates.
• – Guide and mentor Analysts and Associates, ensuring quality and accuracy of deliverables.
• – Develop and maintain relationships with corporates, promoters, investors and intermediaries to support business development.

Candidate Profile:

• – 5 – 6 years of relevant experience in investment banking, corporate finance, M&A or transaction advisory.
• – Experience with a boutique investment bank or established investment banking platform preferred.
• – Strong understanding of M&A, private equity transactions, capital raising and valuation methodologies.
• – Excellent financial modelling and analytical skills.
• – Strong written and verbal communication skills, with the ability to interact confidently with senior clients.
• – Ability to independently manage transaction execution while working collaboratively with a lean team.
• – High attention to detail, ownership and execution orientation.
• – Strong commercial understanding and ability to translate analysis into actionable investment / transaction insights.
• – MBA / CA / CFA or equivalent qualification preferred.

What We Are Looking For:

• – Someone who is hands-on, intellectually curious and entrepreneurial, rather than purely a supervisory manager.
• – The individual should be comfortable taking ownership of a transaction, getting into the details when required, and simultaneously developing the judgment and client-management skills expected of a senior investment banker.
• – The role offers an opportunity to work closely with senior bankers and promoters, gain end‑to‑end transaction exposure, and play a meaningful role in building a high‑growth boutique investment banking franchise.