Investment Banking Associate

JM Financial Ltd; Mumbai; On-site; INR 1,400,000 - 2,400,000; Full time

Job summary

JM Financial Ltd. is seeking a seasoned investment banking professional to drive origination and execution across M&A, capital markets, and private equity syndication. You will provide strategic advisory, manage end-to-end deal execution, and deliver customized financial solutions to corporate and institutional clients.

The role emphasizes transaction support, client relationship management, market intelligence, and cross-functional collaboration to ensure successful deal outcomes.

Qualifications

• MBA from premier institute or Chartered Accountant with strong financial acumen.
• 4+ years of experience in investment banking or related field.
• Proven track record in transaction support, valuation and deal execution.

Responsibilities

• Providing transaction support with regard to analysis, valuation and documentation.
• Managing client relationships along with the Senior Banker, assisting in identification of business opportunities.
• Ensure effective execution for deals of the sector and clients; brainstorm innovative ideas and proposals.
• Responsible for handling all aspects of client liaison except pricing/structure negotiations.
• Display market intelligence and stay updated with trends to propose creative alternatives to clients.
• Manage team results and support due diligence, marketing efforts, and deal execution with cross-team coordination.
• Interact with other teams to ensure effective execution for deals.

Skills

Transaction analysis

Valuation

Client relations

Financial modeling

Due diligence

Deal execution

Education

MBA

CA

Tools

MS Excel

PowerPoint

Job description

To drive the origination and execution of a diverse suite of investment banking products across multiple industries. As a core member of the investment banking group, this role focuses on providing comprehensive strategic advisory, managing end-to-end deal execution (including M&A, capital markets, and private equity syndication), and delivering customized financial solutions to a broad spectrum of corporate and institutional clients.

EILIGIBILITY:

• Education - MBA from a premier institute/CA
• Experience - 4+ Years

RESPONSIBILITIES & TASKS:

• i) Providing transaction support with regard to analysis, valuation and documentation
• ii) Managing Client relationships along with the Senior Banker, assisting in identification of business opportunities
• iii) Ensure effective execution for deals of the sector and clients. Brainstorm innovative ideas, solutions and proposals within the teams.
• iv) Responsible for handling all aspects of client liaison except those involving negotiations on pricing or structure of a merger.
• v) Display Market Intelligence, keep up to date and abreast with trends, ability to showcase sector know-how and propose creative alternatives to clients.
• vi) Manage team results and perform a wide range of tasks, including reviewing financial models, developing presentations and supporting due diligence and marketing efforts. Internally coordinates with teams to execute deals.
• vii) Interact with other teams to ensure effective execution for deals of their clients.