AVP - Investment Banking - IT, Software & Business Services

Capwise; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Capwise Financial Services Private Limited is seeking an AVP in Investment Banking for IT, Software & Business Services to lead end-to-end transactions. The role focuses on execution of fund-raising (equity/debt) and M&A, with mandates closed and structures negotiated.

The candidate should have 7–9+ years in investment banking, an MBA from a Tier-1 school or CA/CFA credentials, and strong negotiation and analytical skills to drive complex deals to closure.

Qualifications

• MBA from a Tier-1 business school or Chartered Accountant (CA) or CFA holders.
• 7–9+ years of core investment banking experience in a reputed IB firm or similar.
• Proven history of independently closing mid-to-large-cap M&A and fundraising transactions.

Responsibilities

• Mandate Closure & Onboarding: draft, negotiate, and finalize mandate letters and engagement agreements with fee structures.
• End-to-End Deal Execution: lead lifecycle of capital raising and M&A transactions; supervise financial modeling and valuation.
• Team Leadership & Stakeholder Management: oversee a team of managers, associates, and analysts; manage C-suite client relationships.

Skills

Negotiation

Analytical

Deal execution

Education

MBA (Tier-1)

CA

CFA

Job description

Capwise Financial Services Private Limited | Full time

AVP - Investment Banking - IT, Software & Business Services

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 IT, Software& Business Services vertical. Unlike many investment banking roles, thisposition is primarily focused on transaction execution rather than coldorigination. The firm will support deal sourcing 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.
• ClientManagement: Act as the primary,trusted point of contact for C-suite executives and promoters throughout theexecution cycle, 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 the IT, Software& Business Services vertical.
• Skills: Strong negotiation skills, sound understandingof legal documentation/deal structures, and sharp analytical acumen