Fund Raising & Client Facing (Investment Banking)

DigiRecruitx; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

DigiRecruitx seeks an Investment Banking professional for a direct client-facing fundraising role in MumbaiBandar West. The role requires strong financial acumen, exceptional communication, and hands-on deal execution for large-ticket Alternative Investment Funds.

Responsibilities include preparing IMs, pitches, data rooms, and financial models; coordinating meetings with investors; and supporting deal origination, negotiations, and closing. A relocation to Mumbai is required.

Qualifications

• MBA in Finance, CA, CFA, or finance-related qualification.
• 2–5 years in investment banking, fund raising, private equity, VC, or corporate finance.
• Experience with equity or debt fund-raising transactions and deal execution.
• Proven ability to prepare IMs, pitch decks, data rooms, and financial models.
• Strong financial modeling, valuation skills, and advanced Excel proficiency.
• Direct interaction with investors, funds, or financial institutions.
• Excellent presentation, written and verbal communication.
• Willingness to relocate to Mumbai Bandra West.

Responsibilities

• Assist in fund-raising mandates including PE, VC, debt, and structured finance.
• Prepare investment pitches and present to investors and family offices.
• Coordinate meetings, negotiations, and investor follow-ups.
• Support deal origination, client pitching, and mandate acquisition.
• Maintain investor relationships and track feedback through the lifecycle.
• Prepare MI, teasers, and financial models; coordinate due diligence.
• Ensure regulatory and internal process compliance in documentation.
• Analyze financial statements, projections, and business models.

Skills

MBA in Finance

CA/CFA

2-5 years experience

Financial modeling

Valuation

Excel

Investor relations

Client-facing

Education

MBA in Finance

CA/CFA

Finance Graduate

Tools

Microsoft Excel

PowerPoint

Data rooms

Job description

We are seeking a dynamic Investment Banking professional for a direct client-facing role focusing on fundraising. The role requires strong financial understanding, exceptional communication skills, and hands‑on deal execution capability for Alternative Investment Funds, specifically dealing with large ticket sizes. This is a full-time position that requires candidates to relocate and operate from the primary office location.

Key Responsibilities

• Assist in fund-raising mandates including Private Equity, Venture Capital, Debt, and Structured Finance.
• Prepare and present investment pitches to investors, family offices, funds, and high net worth individuals.
• Coordinate meetings, calls, and negotiations with potential investors.
• Support senior bankers in deal origination, client pitching, and mandate acquisition.
• Maintain relationships with investors, funds, and intermediaries, track investor feedback, and manage follow-ups throughout the fund-raising cycle.
• Act as the primary point of contact for investors and corporates for large ticket sizes.
• Handle client communication with clarity and professionalism, build strong relationships, and manage client queries with timely follow-ups.
• Coordinate with internal teams to ensure smooth execution of processes.
• Prepare Information Memorandums, pitch decks, teasers, and financial models.
• Conduct financial analysis, valuation, and industry research, and assist in due diligence coordination covering financial, legal, and commercial aspects.
• Prepare data rooms, trackers, and management information systems for live deals.
• Coordinate with legal, compliance, and internal teams for documentation, and support the execution of term sheets, transaction documents, and deal closure.
• Perform industry research, company profiling, and benchmarking, and analyze financial statements, projections, and business models.
• Prepare internal notes and deal summaries for management and investors.
• Maintain deal trackers, pipeline reports, and investor databases, ensuring strict compliance with regulatory and internal process requirements.
• Assist in post-deal documentation and reporting.

Required Skills and Qualifications

• Master of Business Administration in Finance, Chartered Accountant, Chartered Financial Analyst, CA-Inter, or a Finance Graduate.
• 2-5 years of professional experience in investment banking, fund raising, private equity, venture capital, or corporate finance.
• Strong understanding of investment banking and fund-raising processes, with proven exposure to equity or debt fund-raising transactions.
• Hands-on experience in preparing Information Memorandums, pitch decks, data rooms, and financial models.
• Proficiency in financial modeling, valuation, and advanced Excel.
• Demonstrated experience working directly with investors, funds, or financial institutions.
• Excellent presentation, written, and verbal communication skills.
• Proven ability to seamlessly handle both client-facing interactions and backend execution work.
• Strong attention to detail, multitasking ability, and a willingness to relocate as required for the role.

Location: Bandra West, Mumbai
CTC: 12-18 LPA (Based on Experience)