Associate 1

HSBC; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

HSBC is seeking a capable Associate to support M&A transactions, capital raising, and strategic advisory mandates within the Investment Banking team. The role involves financial modeling, due diligence coordination, and active participation in deal execution.

You will engage directly with senior bankers, clients, and cross-border deal teams, preparing pitch books, IMs, and management presentations while ensuring compliance with SEBI, RBI, and stock exchanges guidelines.

Qualifications

• MBA from Tier-1 institutions or CA ranker.
• 3–4 years of experience in Investment Banking, Big 4 Transaction Advisory, Private Equity / Corporate Finance.

Responsibilities

• Transaction Execution: build and maintain detailed financial models (DCF, LBO, merger models).
• Sector & Market Analysis: perform industry research and benchmarking; track capital markets activity.
• Client Interaction: participate in meetings and support negotiations; manage investor queries.

Skills

Attention to detail

Multitask management

Communication skills

Presentation skills

Client-facing

Deadline-oriented

Education

MBA from Tier-1 institutions or CA ranker

Tools

Capital IQ

Bloomberg

Excel

PowerPoint

Job description

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Business Descriptor

The Associate will play a critical execution role within the Investment Banking team, supporting M&A transactions, capital raising and strategic advisory mandates. The role involves financial modeling, valuation, preparation of client materials, due diligence coordination, and active participation in deal execution. This is a high-responsibility role with direct exposure to senior bankers, clients (CXOs, promoters, PE funds), and cross-border transactions.

Key Responsibilities

• Transaction Execution
  • Build and maintain detailed financial models (DCF, LBO, merger models, trading & transaction comps)
  • Conduct valuation analysis and financial statement analysis
  • Assist in preparation of pitch books, Information Memorandums (IM), management presentations, and board materials
  • Coordinate due diligence processes (legal, financial, tax, commercial)
  • Support documentation process including term sheets, SHA, SPA, offer documents
  • Liaise with lawyers, accountants, investors, and internal product teams
• Sector & Market Analysis
  • Perform industry research and competitive benchmarking
  • Track sector trends, regulatory developments, and capital markets activity
  • Prepare internal sector notes and market updates
• Client Interaction
  • Participate in client meetings and management calls
  • Support senior bankers in deal negotiations and structuring discussions
  • Manage data rooms and investor queries
• Internal Coordination
  • Work closely with ECM and other product teams
  • Support compliance and regulatory filings (SEBI, RBI, stock exchanges)
  • Mentor and review work of Analysts

• Pro-tip : Familiarity with AI-enabled tools is an advantage.

Qualifications

• MBA from Tier-1 institutions or CA ranker
• 3-4 years of experience in Investment Banking, Big 4 Transaction Advisory, Private Equity / Corporate Finance

Technical Skills Required

• Advanced financial modeling skills
• Strong accounting knowledge (Ind AS / IFRS preferred)
• Valuation expertise (DCF, LBO, precedent transactions)
• Proficiency in Excel, PowerPoint, and financial databases (Capital IQ / Bloomberg)
• Understanding of SEBI regulations and Indian Companies Act

Soft Skills

• High attention to detail
• Ability to manage multiple live transactions
• Strong communication and presentation skills
• Client-facing confidence
• Ability to work under tight deadlines

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by HSBC relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Securities and Capital Markets (India) Private Limited