Khetal Advisors – Associate/Senior Associate – Investment Banking Domain

Khetal Advisors; India; On-site; INR 1,500,000 - 2,600,000; Full time

Job summary

A leading investment advisory firm is seeking a motivated Associate/Senior Associate for their Investment Banking team in India. The role involves supporting M&A transactions, developing financial models, and managing client relationships. Candidates should have an MBA or CA/CFA with 2-5 years of relevant experience, along with strong analytical and communication skills. This position offers an exciting opportunity to work in a dynamic environment.

Qualifications

• 2-5 years of experience in investment banking, corporate finance, private equity, or consulting.
• Strong command of financial modeling and financial statement analysis.
• Excellent written and verbal communication skills.
• Analytical mindset with ability to derive insights from data and support strategic decision-making.
• Excellent written and verbal communication, client management, and relationship-building skills.
• Attention to detail and ability to manage multiple assignments with minimal supervision.

Responsibilities

• Assist in structuring and executing M&A transactions.
• Manage documentation and due diligence processes.
• Develop and maintain complex financial models.
• Prepare proposals and pitch materials for clients.
• Draft reports and communicate deal progress.

Skills

Financial modeling

Valuation techniques

Client management

Analytical skills

Communication

Analytical skills

Communication

Client management

Tracxn

Capital IQ

Education

MBA or CA or CFA

CA

CFA

Tools

Microsoft Excel

Microsoft PowerPoint

Financial databases

PowerPoint

Job description

Khetal Advisors – Associate/Senior Associate – Investment Banking Domain

Overview

We are seeking a highly motivated and analytical Associate/Senior Associate to join our Investment Banking team.

The successful candidate will support deal teams in executing a variety of transactions, including mergers and acquisitions (M&A), Growth capital raises, and other strategic advisory engagements. This position requires strong financial modeling skills, transaction management expertise, and the ability to work effectively in a fast-paced environment.

Responsibilities

• Transaction Execution: Assist in the structuring, negotiation, and execution of M&A and Growth capital raising and support in drafting of client materials including teasers, investment memoranda, and pitch decks.
• Documentation & Due Diligence: Manage documentation, data rooms, and due diligence processes; assist with coordination between client, legal, and accounting teams.
• Financial Analysis & Valuation: Develop and maintain complex financial models, conduct valuation analyses using various methodologies (DCF, precedent transactions, comparable company analysis), and assess financial statements.
• Client Management: Prepare presentations, proposals, and pitch materials for clients, and engage with clients under the guidance of senior team members.
• Communication & Reporting: Draft reports and updates on deal status for senior team members and clients; effectively communicate findings, strategies, and deal progress.

Qualifications

• Education: MBA (preferably from a premier institute) or CA or CFA with a good academic background. Ex-founders with fundraising or M&A experience will be a huge plus.
• Experience: 2-5 years of experience in front end investment banking, corporate finance, private equity, or consulting.
• Technical Skills: Proficiency in financial modeling, valuation techniques, and financial statement analysis. Strong command of Microsoft Excel, PowerPoint, and financial databases (e.g., Tracxn, Capital IQ).
• Analytical Skills: Ability to analyze financial data, assess market trends, and draw insights to support strategic decision-making.
• Soft Skills: Excellent written and verbal communication, client management, and relationship-building skills.
• Attention to Detail: High level of accuracy in documentation and financial analysis.
• Teamwork: Ability to work collaboratively within a team and manage multiple assignments with minimal supervision.

Additional Preferred Skills

• Sector Experience: Knowledge of IT and ITeS industries is advantageous.
• Deal Exposure: Proven track record of supporting and managing deals from pitch to closing.