AVP - Investment Banking - Industrial

Capwise; Mumbai; On-site; INR 4,000,000 - 9,000,000; Full time

Job summary

Capwise Financial Services Private Limited in Mumbai seeks an experienced Investment Banking professional for its Industrial vertical. The role emphasizes execution over origination, leading end-to-end fund-raising and M&A deals, from mandate to close.

You will supervise deal execution, financial modeling, due diligence coordination, and preparation of CIMs and term sheets, while mentoring a team of managers and analysts and maintaining strong client relationships with C-suite executives.

Qualifications

• MBA from Tier-1 business school or CA/CFA with strong track record.
• 7–9+ years of core investment banking experience at a reputed IB/ advisory firm.
• Proven history of independently closing mid-to-large cap M&A and fundraising deals.
• Deep domain knowledge in Industrial vertical and strong regulatory understanding.
• Strong negotiation skills and sharp analytical acumen.

Responsibilities

• Lead mandate closure, onboarding, and engagement structuring with clients and origination teams.
• Manage end-to-end deal execution for capital raising (PE, IPO, debt) and M&A.
• Oversee financial modeling, valuation, CIMs, teasers, and data room setup and management.
• Coordinate due diligence, legal, tax, and commercial work streams to resolve blockers.
• Lead and mentor a team of managers, associates, and analysts; maintain client relations with C-suite executives.

Skills

Negotiation skills

Financial modeling

Client relationship mgmt

Deal execution leadership

Education

MBA (Tier-1)

CA or CFA

Tools

Microsoft Excel

VDR platforms

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 experienced Investment Banking professional for our Industrial vertical.Unlike many investment banking roles, this position is primarily focused ontransaction execution rather than cold origination. The firm will support dealsourcing and introductions.

Yourrole begins once a prospect is identified or a warm introduction is made. Youwill present the firm's execution capabilities, finalize mandate documents, andlead the end-to-end execution of fund-raising (equity/debt) and Mergers &Acquisitions (M&A) transactions.

Key Responsibilities

1. Mandate Closure & Onboarding

• Pitch to Win: Partner with the origination team during initialintroductions to present deep sectoral knowledge and bespoke executionstrategies that convert prospects into clients.
• MandateStructuring: Draft, negotiate, andfinalize Mandate Letters, Engagement Agreements, and fee structures, ensuringthe commercial interests of the firm are protected.

2. End-to-End Deal Execution

• TransactionManagement: Lead and oversee theentire lifecycle of capital raising (PE, IPO, Structured Finance) and M&A(buy-side, sell-side, joint ventures) transactions.
• FinancialModeling & Valuation: Supervisethe creation of complex financial models, valuation analyses (DCF, comparablecompanies, precedent transactions), and investment thesis formulations.
• CollateralPreparation: Ensure the highestquality production of pitch books, Confidential Information Memorandums (CIMs),Teasers, and Management Presentations.
• Data RoomManagement: Setup and oversee VirtualData Rooms (VDR), managing the flow of information between clients, investors,and buyers.
• Due DiligenceCoordination: Lead the financial,legal, tax, and commercial due diligence processes, actively resolvingdeal-breakers and bottlenecks.
• DefinitiveDocumentation: Collaborate with legalcounsels to negotiate and finalize Share Purchase Agreements (SPA), ShareSubscription Agreements (SSA), Shareholders' Agreements (SHA), and otherdefinitive transaction documents.

4. Team Leadership & StakeholderManagement

• PodLeadership: Manage, mentor, andmaximize the productivity of a dedicated team of Managers, Associates, andAnalysts within your vertical.
• Client Management: Act as the primary, trustedpoint of contact for C-suite executives and promoters throughout the executioncycle, managing expectations and maintaining momentum

Requirements

Qualifications & Experience

• Education: MBA from a Tier-1 business school, CharteredAccountant (CA), or CFA.
• Experience: 7 to 9+ years of core investment banking experiencewithin a reputed IB firm, institutional platform, or boutique advisory house.
• Track Record: A proven history of independently closing mid-to-largecap M&A and fundraising transactions. Must be able to demonstrate anextensive list of closed deals where you acted as a primary execution lead.
• SectorExpertise: Deep domain knowledge,regulatory understanding, and active investor networks within Industrialvertical.
• Skills: Strong negotiation skills, sound understandingoflegal documentation/deal structures, and sharp analytical acumen .