Investment Banking Associate

Cap Connect; New Delhi; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Capital Connect Advisors in New Delhi seeks Associates to own execution workstreams on fundraising and M&A mandates across India and Southeast Asia. You will translate strategy into materials, due diligence and a well-run process, with travel to client and investor meetings.

The role requires substantive hands-on execution experience on live fundraising/ M&A and strong financial modelling, valuation and client communication skills.

Qualifications

• Substantial hands-on execution experience on live fundraising and/or M&A transactions.
• Strong financial modelling, accounting, valuation and commercial analysis skills.
• Ability to own workstreams independently, coordinate multiple stakeholders and keep a transaction moving under tight deadlines.
• Excellent business writing, presentation development and client communication.
• High standards of accuracy, discretion and professional judgement, together with the ability to review, coach and collaborate with Analysts.
• Experience with technology and new business models, transactions in India or Southeast Asia, and cross-border processes is useful. A CA, CFA or MBA is preferred.

Responsibilities

• Own day-to-day transaction workstreams, from preparation and launch through diligence, negotiations and closing support.
• Build, challenge and review financial models, valuation analyses and transaction scenarios.
• Develop the transaction narrative and lead preparation of pitch decks, information memoranda and management presentations.
• Coordinate with clients on information requests and management preparation; manage data rooms, diligence trackers and investor Q&A alongside legal, financial and other advisers.
• Shape investor and acquirer targeting, prepare meetings, track feedback and recommend next steps to the senior team.
• Support the Partners on new business: prepare pitch materials, develop sector and investor theses, and help identify and qualify prospective mandates.
• Review Analysts' work, provide specific feedback and help develop their analytical and execution skills.
• Improve transaction processes, knowledge capture and CRM discipline. Use approved research and AI tools with source verification, confidentiality and sound professional judgement.

Skills

Execution experience on fundraising &/

Financial modelling

Valuation analyses

Client communication

Discretion and judgement

Cross-border experience (India/SE Asia

Job description

Capital Connect Advisors (CCA) is an Asia-focused boutique investment bank working with category-leading companies, institutional investors and family offices. With teams in Singapore, New Delhi and Mumbai, we advise on private capital raises, M&A, secondaries and strategic transactions across India and Southeast Asia, connecting clients with investors and strategic partners globally.

Our focus is on technology and new business models across financial services, healthcare, media, consumer, commerce, manufacturing and mobility. We combine sector understanding and trusted relationships with disciplined transaction execution.

The role

We are hiring Associates in New Delhi to take ownership of execution workstreams on fundraising and M&A mandates across India and Southeast Asia. You will work closely with Partners, clients and investors, translating transaction strategy into high-quality materials, coordinated diligence and a well-run process. The role involves demanding timelines and regular travel to client and investor meetings.

What you will do

• Own day-to-day transaction workstreams, from preparation and launch through diligence, negotiations and closing support. Set priorities, maintain timelines and escalatmaterial risks or delays.
• Build, challenge and review financial models, valuation analyses and transaction scenarios. Test assumptions, reconcile information and translate analysis into clear recommendations.
• Develop the transaction narrative and lead preparation of pitch decks, information memoranda and management presentations. Maintain consistency between the financial analysis, positioning and supporting evidence.
• Coordinate with clients on information requests and management preparation; manage data rooms, diligence trackers and investor Q&A alongside legal, financial and other advisers.
• Shape investor and acquirer targeting, prepare meetings, track feedback and recommend next steps to the senior team. Communicate clearly with external stakeholders.
• Support the Partners on new business: prepare pitch materials, develop sector and investor theses, and help identify and qualify prospective mandates.
• Review Analysts' work, provide specific feedback and help develop their analytical and execution skills. Remain accountable for the quality and accuracy of your workstreams.
• Improve transaction processes, knowledge capture and CRM discipline. Use approved research and AI tools with source verification, confidentiality and sound professional judgement.

What you will bring

Typically 3–6 years of relevant experience, with investment banking or transaction advisory experience preferred. Candidates from corporate development, investing or other adjacent roles must demonstrate comparable direct transaction execution. Research, sourcing, consulting or general strategy experience alone does not meet the execution requirement.

• Mandatory: substantive, hands‑on execution experience on live fundraising and/or M&A transactions. Be able to explain your personal responsibilities, the stages you worked on and how you handled issues in the process.
• Strong financial modelling, accounting, valuation and commercial analysis skills. You can review someone else's model, identify weaknesses and defend your conclusions.
• Ability to own workstreams independently, coordinate multiple stakeholders and keep a transaction moving under tight deadlines.
• Excellent business writing, presentation development and client communication. You can turn complex information into a clear, credible transaction narrative.
• High standards of accuracy, discretion and professional judgement, together with the ability to review, coach and collaborate with Analysts.
• Experience with technology and new business models, transactions in India or Southeast Asia, and cross-border processes is useful. A CA, CFA or MBA is preferred.

How we work

We care about the businesses and people behind every transaction. We value curiosity, initiative and thoughtful challenge, backed by accurate work and reliable follow-through. Take ownership, ask for help early, protect confidential information and treat clients and colleagues with respect. We work closely across offices and expect everyone to contribute to the team's learning.

What we offer

Ownership of meaningful workstreams on live mandates, close working relationships with the Partners and clients, and a clear path to greater client and origination responsibility. Competitive compensation with a performance-linked component.

CCA is an equal opportunity employer and welcomes applications from all backgrounds.