Associate - Investment Banking

Capwise; Mumbai; On-site; INR 1,800,000 - 4,000,000; Full time

Job summary

Capwise Financial Services Private Limited, Mumbai-based, is seeking an Associate for its Investment Banking execution team. The role focuses on hands-on preparation of deal materials, financial models, and transaction analysis rather than origination.

You will build models, draft CIMs and presentations, support due diligence, and coordinate data rooms. The Associate will own workstreams and guide Analysts under senior supervision.

Qualifications

• MBA from a reputed business school, CA, or CFA (or actively pursuing CFA).
• 2–4 years experience in investment banking, transaction advisory, or corporate finance.
• Advanced financial modeling and valuation capability; expert Excel and PowerPoint.
• Working knowledge of M&A and capital-raising processes; closed transactions a plus.
• Meticulous attention to detail, strong written communication, and ability to manage multiple workstreams under deadline.

Responsibilities

• Build and maintain detailed operating models, DCF, comparable company and precedent transaction analyses, LBO/returns models, and sensitivity and scenario analyses.
• Prepare valuation outputs and support the development of the investment thesis under the guidance of senior bankers.
• Draft Confidential Information Memorandums (CIMs/IMs), Teasers, pitch books, and Management Presentations to a high quality and accuracy standard.
• Prepare board packs, investor updates, and bespoke analyses that support live deal discussions and client decision-making.
• Ensure consistency, accuracy, and a high quality bar across all outputs before they reach clients and counterparties.
• Set up and manage Virtual Data Rooms (VDR), tracking information requests and coordinating information flow between clients, investors, and buyers.
• Support financial, legal, tax, and commercial due diligence processes, helping to resolve queries and keep workstreams on track.
• Maintain process trackers, buyer and investor lists, and Q&A logs to keep transactions organised and on timeline.
• Conduct company, sector, and market research to support both origination efforts and live execution.
• Work closely with senior bankers across the deal lifecycle; mentor junior team members.

Skills

Financial modeling

Valuation analysis

Team collaboration

Attention to detail

Written communication

Multitasking

CIM drafting

Market research

Education

MBA

CA

CFA

Tools

Excel

PowerPoint

Job description

Capwise Financial Services Private Limited | Full time

Capwise Group comprises Capwise Financial Services Private Limited (Investment Banking & Advisory), Capwise Finance Private Limited (RBI-registered NBFC), Capwise Wealth Management Private Limited, and Capwise Financial Product Distribution Private Limited - delivering integrated solutions across advisory, lending, wealth management, and financial distribution. Capwise Financial Services is the Group's investment banking and financial advisory arm, helping businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets.

Job Description

Weare seeking an Associate to join our Investment Banking execution team. Unlikemany investment banking roles, this position is focused on the hands-onpreparation of deal materials, financial models, and transaction analysisrather than cold origination. The firm will support deal sourcing andintroductions.

Workingas part of a deal team, you will build the financial models, draft themarketing materials, and run the analytical workstreams that move fund-raising(equity/debt) and Mergers & Acquisitions (M&A) transactions fromkick-off to close. The Associate level carries greater ownership of workstreamsand early responsibility for guiding Analysts.

Key Responsibilities

• FinancialModeling: Build and maintain detailed operating models, DCF, comparablecompany and precedent transaction analyses, LBO/returns models, and sensitivityand scenario analyses.
• ValuationAnalysis: Prepare valuation outputs and support the development of theinvestment thesis under the guidance of senior bankers.
• MarketingMaterials: Draft Confidential Information Memorandums (CIMs/IMs), Teasers,pitch books, and Management Presentations to a high quality and accuracystandard.
• Board& Client Materials: Prepare board packs, investor updates, and bespokeanalyses that support live deal discussions and client decision-making.
• QualityControl: Ensure consistency, accuracy, and a high quality bar across alloutputs before they reach clients and counterparties.

3. Due Diligence & Process Management

• Data RoomManagement: Set up and manage Virtual Data Rooms (VDR), trackinginformation requests and coordinating the flow of information between clients,investors, and buyers.
• DueDiligence Support: Support the financial, legal, tax, and commercial duediligence processes, helping to resolve queries and keep workstreams on track.
• ProcessCoordination: Maintain process trackers, buyer and investor lists, andQ&A logs to keep transactions organised and on timeline.

4. Research & Team Collaboration

• MarketResearch: Conduct company, sector, and market research to support bothorigination efforts and live execution.
• TeamCollaboration: Work closely with senior bankers across the deal lifecycle;at the Associate level, review Analyst output and mentor junior team members.

Requirements

Qualifications & Experience

• Education: MBA from a reputed business school, CharteredAccountant (CA), or CFA (or actively pursuing CFA).
• Experience: Approximately 2 to 4 years for Associate, in investment banking,transaction advisory, corporate finance, or a comparable execution role.
• TechnicalSkills: Advanced financial modeling and valuation capability, withexpert-level proficiency in Excel and PowerPoint and a strong grasp ofaccounting and corporate finance.
• DomainExposure: Working knowledge of M&A and capital-raising processes andthe documentation involved; prior exposure to closed transactions is anadvantage.
• Skills: Meticulousattention to detail, strong written communication for IM drafting, and theability to manage multiple workstreams under deadline pressure.