Manager / Assistant Vice President (AVP)

Planify Capital Limited; Mumbai; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

Planify Capital Limited in Mumbai, India seeks an experienced Investment Banking professional for its Sell-Side Investment Banking team, focused on IPO-bound, pre-IPO and high-growth companies. The role covers fundraising, capital structuring, investor positioning and transaction execution.

The ideal candidate should have strong investment banking experience, equity fundraising, IPO/pre-IPO transactions, corporate finance, valuation, and client acquisition, with the ability to independently

Qualifications

• Strong financial modelling and valuation skills.
• Experience in investment banking, equity fundraising and IPO/pre-IPO transactions.
• Excellent communication, presentation and negotiation skills.
• Ability to interact with promoters, founders, investors and senior stakeholders.
• Demonstrated transaction-management capabilities and execution discipline.

Responsibilities

• Origination, client acquisition and developing promoter relationships.
• Identify IPO/pre-IPO candidates and develop fundraising mandates.
• Lead and coordinate equity fundraising transactions and M&A related work.
• Prepare investment banking materials, deal structures and investor positioning.
• Manage the end-to-end transaction lifecycle with internal and external advisors.

Skills

Strong financial modelling

Valuation skills

Communication skills

Presentation skills

Negotiation skills

Transaction management

Independent work

Education

CFA (Mandatory)

Job description

IPO & Pre-IPO Advisory

We are looking for an experienced Investment Banking professional to join our Sell-Side Investment Banking team, focused on helping companies raise capital and prepare for their next stage of growth.

The role will primarily involve working with IPO-bound, pre-IPO and high-growth companies on fundraising, capital structuring, investor positioning and transaction execution.

The ideal candidate should have strong experience in investment banking, equity fundraising, IPO/pre-IPO transactions, corporate finance, valuation and client acquisition, along with the ability to independently manage relationships with promoters, founders, investors and other transaction stakeholders.

Key Responsibilities

• Origination & Client Acquisition
• Identify and develop relationships with companies that are potential pre-IPO or IPO candidates.
• Source new mandates through promoter/founder relationships, professional networks, intermediaries and industry relationships.
• Develop a strong pipeline of potential fundraising and IPO mandates.
• Understand the company’s business, capital requirements, growth plans and fundraising objectives.
• Pitch and present investment banking solutions to promoters, founders and senior management.
• Fundraising & Transaction Execution
• Lead and support equity fundraising transactions, including pre-IPO/private placements and other structured equity transactions.
• Work with companies to determine appropriate fundraising size, valuation, transaction structure and investor positioning.
• Coordinate the complete transaction process from mandate acquisition through successful closure.
• Prepare transaction timelines, investor lists, deal structures and execution plans.
• Coordinate with legal, secretarial, accounting, merchant banking, due-diligence and other professional advisors.
• IPO & Pre-IPO Advisory
• Evaluate companies for IPO readiness and identify gaps that need to be addressed before listing.
• Assist companies in developing an appropriate roadmap from private/pre-IPO stage to IPO.
• Work closely with management on business positioning, equity story and investor communication.
• Support preparation of investor presentations, information memoranda, financial analysis and other transaction-related materials.
• Assist in valuation analysis and benchmarking against listed and comparable companies.
• Investor & Institutional Relationships
• Develop and maintain relationships with HNI, family office, institutional and strategic investors.
• Build and maintain an investor database across sectors.
• Match suitable companies and transactions with relevant investors.
• Coordinate investor meetings, management presentations, conference calls and due-diligence discussions.
• Understand investor requirements and communicate transaction opportunities effectively.
• Financial Analysis & Valuation
• Build and review financial models, projections and valuation analyses.
• Conduct comparable-company, precedent-transaction and other relevant valuation analyses.
• Analyse financial statements, business performance, growth prospects and key operating metrics.
• Assist management in understanding valuation expectations and capital-market positioning.
• Deal Management
• Take ownership of assigned mandates and ensure timely execution.
• Manage multiple transactions simultaneously and maintain transaction trackers.
• Coordinate with internal teams and external advisors throughout the transaction lifecycle.
• Identify transaction risks, bottlenecks and execution issues and proactively resolve them.
• Maintain high standards of confidentiality and transaction discipline.

Business Development Expectations

For the Manager/AVP level, this is not intended to be a purely execution-oriented role.

The Candidate Will Be Expected To

• Build a meaningful company/promoter pipeline.
• Develop independent relationships with founders, promoters and senior management.
• Generate new investment-banking mandates.
• Convert opportunities into signed mandates and successfully executed transactions.
• Build long-term relationships with companies beyond a single fundraising transaction.

Key Skills & Competencies

• Strong understanding of Investment Banking and Sell-Side transactions.
• Experience in equity fundraising, pre-IPO, IPO or corporate finance.
• Strong financial modelling and valuation skills.
• Excellent understanding of financial statements and capital structures.
• Strong business-development and relationship-management capabilities.
• Excellent communication, presentation and negotiation skills.
• Ability to interact confidently with promoters, CXOs, investors and senior stakeholders.
• Strong transaction-management and execution capabilities.
• Ability to work independently in a high-growth, entrepreneurial environment.

Preferred Background

Candidates from the following backgrounds would be relevant:

• Investment Banking
• CFA (Mandatory)
• Equity Capital Markets
• Merchant Banking
• Corporate Finance
• M&A / Transaction Advisory
• Private Equity / Venture Capital with strong transaction exposure
• Big 4 Transaction Advisory / Deals
• Securities / Capital Markets

Experience specifically involving IPO, pre-IPO or equity fundraising transactions will be an advantage.

What Success Looks Like

The successful candidate will be expected to build and manage a strong pipeline of IPO-bound and pre-IPO companies, originate high-quality mandates, execute fundraising transactions efficiently and develop long-term relationships with promoters and investors.

In short: Originate Advise Structure Raise Capital Execute Build Long-Term Client Relationships.

Skills: management,investment banking,capital,ipo,pre-ipo,investors