Associate - Investment Banking

Capwise Financial Services; Mumbai; On-site; INR 1,500,000 - 2,700,000; Full time

Job summary

Capwise Financial Services is seeking an Associate to join its Investment Banking execution team. The role emphasizes hands-on preparation of deal materials, financial models, and transaction analysis rather than origination.

You will build financial models, draft CIMs/IMs, Teasers, and pitch books, and manage data rooms and due diligence tasks. The Associate will lead workstreams, guide Analysts, and collaborate with senior bankers throughout live deals.

Qualifications

• MBA from a reputed business school, CA, or CFA (or pursuing CFA).
• Approximately 2 to 4 years for Associate in IB, transaction advisory, corporate finance, or similar role.
• Advanced financial modeling and valuation, expert Excel and PowerPoint.
• Knowledge of M&A and capital-raising processes; prior exposure to closed transactions is a plus.
• Meticulous attention to detail and ability to manage multiple workstreams under deadline.

Responsibilities

• Financial Modeling & Valuation: build and maintain operating models, DCF, comps, precedent transactions, LBOs and sensitivity analyses.
• Prepare CIMs/IMs, Teasers, pitch books, and Management Presentations with high quality outputs.
• Setup and manage Virtual Data Rooms (VDR) and coordinate information flow for due diligence.
• Support due diligence across financial, tax, legal, and commercial aspects.
• Mentor Analysts and review junior team outputs during the deal lifecycle.

Skills

Financial modeling

Valuation

Data analysis

Written communication

Education

MBA

CA

CFA

Tools

Excel

PowerPoint

Job description

We are seeking an Associate to join our Investment Banking execution team. Unlike many investment banking roles, this position is focused on the hands-on preparation of deal materials, financial models, and transaction analysis rather than cold origination. The firm will support deal sourcing and introductions.

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

Key Responsibilities

1. Financial Modeling & Valuation

• Financial Modeling: Build and maintain detailed operating models, DCF, comparable company and precedent transaction analyses, LBO/returns models, and sensitivity and scenario analyses.
• Valuation Analysis: Prepare valuation outputs and support the development of the investment thesis under the guidance of senior bankers.

2. Transaction Collateral

• Marketing Materials: Draft Confidential Information Memorandums (CIMs/IMs), Teasers, pitch books, and Management Presentations to a high quality and accuracy standard.
• Board & Client Materials: Prepare board packs, investor updates, and bespoke analyses that support live deal discussions and client decision-making.
• Quality Control: Ensure consistency, accuracy, and a high quality bar across all outputs before they reach clients and counterparties.

3. Due Diligence & Process Management

• Data Room Management: Set up and manage Virtual Data Rooms (VDR), tracking information requests and coordinating the flow of information between clients, investors, and buyers.
• Due Diligence Support: Support the financial, legal, tax, and commercial due diligence processes, helping to resolve queries and keep workstreams on track.
• Process Coordination: Maintain process trackers, buyer and investor lists, and Q&A logs to keep transactions organised and on timeline.

4. Research & Team Collaboration

• Market Research: Conduct company, sector, and market research to support both origination efforts and live execution.
• Team Collaboration: 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, Chartered Accountant (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.
• Technical Skills: Advanced financial modeling and valuation capability, with expert-level proficiency in Excel and PowerPoint and a strong grasp of accounting and corporate finance.
• Domain Exposure: Working knowledge of M&A and capital-raising processes and the documentation involved; prior exposure to closed transactions is an advantage.
• Skills: Meticulous attention to detail, strong written communication for IM drafting, and the ability to manage multiple workstreams under deadline pressure.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change.