Associate 1

HSBC; Mumbai; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

HSBC is seeking an Associate in Mumbai to play a critical execution role within the Investment Banking team. You will support M&A transactions, capital raising, and strategic advisory mandates, with exposure to senior bankers and cross-border deals.

The role involves financial modeling, due diligence coordination, and preparation of client materials, pitch books, and management presentations. You will mentor analysts and coordinate with ECM and product teams in a fast-paced environment.

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.
• Strong financial modeling and accounting knowledge.

Responsibilities

• Build and maintain detailed financial models (DCF, LBO, merger models, comps).
• Conduct valuation analysis and financial statement analysis.
• Assist in preparation of pitch books, IMs, management presentations, and board materials.
• Support documentation including term sheets, SHA, SPA, and investor queries.
• Liaise with lawyers, accountants, investors, and internal product teams.
• Support compliance and regulatory filings (SEBI, RBI, stock exchanges).

Skills

Advanced financial modeling

Excel & PowerPoint

Capital IQ

Bloomberg

Client-facing

Education

MBA (Tier-1)

CA ranker

Tools

Capital IQ

Bloomberg

SEBI filings portal

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

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

Support documentation process including term sheets, SHA, SPA, offer documents

Liaise with lawyers, accountants, investors, and internal product teams

2. 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

3. Client Interaction

Participate in client meetings and management calls

Support senior bankers in deal negotiations and structuring discussions

Manage data rooms and investor queries

4. 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

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.

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

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