Associate-Investment Banking/M&A

Lodha Capital Markets Ltd.; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Lodha Capital Markets Ltd. in Mumbai seeks a candidate with 1–4 years IB experience to handle end-to-end deal origination, execution, and closure. You will prepare IMs, models, and pitch decks while forming valuation views and assisting on M&A/fundraising transactions.

You will work with senior teams on client origination, marketing collateral, investor pitches, and due diligence, building relationships with clients and investors.

Qualifications

• Experience in end-to-end IB deal origination and execution.
• Ability to prepare information memorandums and financial models.
• Familiarity with multiple valuation methodologies.
• Proven ability to assist in M&A and fundraising transactions.

Responsibilities

• End-to-end IB role: deal origination, execution, closure.
• Prepare information memorandums, financial models, and pitch decks.
• Form views on valuations using relevant methodologies.
• Assist senior team on M&A/fundraising incl. client origination.
• Prepare marketing materials and investor pitches.
• Present financials to investors and engage with them.
• Advise on term sheets including valuation and key terms.
• Assist in due diligence and data gathering for deals.
• Advise on definitive agreements (SPAs, SSAs).
• Assist in deal closure and BD activities.
• Develop investment theses through sector research.
• Interact with clients and investors; cultivate relationships.

Skills

End-to-end IB

Valuation & models

M&A experience

Investor pitches

BD & client origination

Due diligence

Financial statement analysis

Deal negotiation

Education

CA

CFA

MBA (top tier)

Job description

Role & responsibilities

1. End to End IB Role - deal origination, execution, and transaction closure.

2. Preparation of information memorandums, financial models, and pitch decks.

3. Forming a view on valuations of companies. This will involve the application of different valuation methodologies that will be relevant to the company being valued.

4. Assisting the senior team on M&A / fundraising transactions which will involve the following:

• Originating the client and pitching to them
• Preparing marketing collaterals for investors. Key thing here would be to make the right pitch to investors which will also involve participating in ideating sessions with the management team.
• Understanding the financial statements of companies and helping present financials in the most appropriate way to investors.
• Engaging with investors to build their conviction about the opportunity.
• Advising on a term sheet that will include valuation and key deal terms.
• Assist in due diligence initiated by investors which will involve collating data, analysis, assessing implications on the deal, etc.
• Advising on definitive agreements (share purchase agreements, share subscription agreements, etc.).
• Assisting in deal closure.

5. Assisting the senior team with business development (BD).

6. Researching different sectors and develop an investment thesis to form a view on sectors/ segments that are likely to do well in the future along with appropriate rationale and pursue such sectors to identify BD opportunities.

7. Interacting with clients and investors.

8. Originating and cultivating relationships with clients, prospective clients, and investors (entrepreneurs / CXOs / PE or VC funds/family offices/ professional advisors).

Preferred candidate profile

CA/CFA/MBA (top tier colleges) with 1 to 4 years of experience