Senior Associate - Investment Banking - IT, Software and Business Services

Capwise; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Capwise Financial Services Private Limited is seeking a Senior Associate to join our IT, Software & Services execution team. The role emphasizes hands-on preparation of deal materials, financial models, and transaction analysis rather than origination.

You will build models, draft CIMs/IMs, and support equity/debt fundraising and M&A from kickoff to close, with greater ownership for Analysts.

Qualifications

• MBA from a reputed business school, CA, or CFA (or pursuing CFA).
• 4–5 years in investment banking or related advisory roles, IT/Software sector preferred.
• Advanced financial modeling, valuation, and expert Excel/PowerPoint.
• Strong communication and ability to manage multiple workstreams under deadlines.

Responsibilities

• Build and maintain operating models, DCF, comps, LBO and scenario analyses.
• Draft CIMs/IMs, teasers, pitch books, and management presentations.
• Prepare board packs and investor updates for live deal discussions.
• Set up and manage Virtual Data Rooms and coordinate information flow.
• Support due diligence and maintain process trackers.

Skills

M&A knowledge

Attention to detail

Written comms

Multi-tasking

Education

MBA from a reputed business school

CA

CFA (or pursuing CFA)

Tools

Excel

PowerPoint

Job description

Capwise Financial Services Private Limited | Full time

Senior Associate - Investment Banking - IT, Software and Business Services

Capwise Group comprises Capwise Financial Services Private Limited (Investment Banking & Advisory), Capwise Finance Private Limited (RBI-registered NBFC), Capwise Wealth Management Private Limited, and Capwise Financial Product Distribution Private Limited - delivering integrated solutions across advisory, lending, wealth management, and financial distribution. Capwise Financial Services is the Group's investment banking and financial advisory arm, helping businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets.

Job Description

Position Overview

Weare seeking an Senior Associate to join our IT, Software & Servicesexecution team. Unlike many investment banking roles, this position is focusedon the hands-on preparation of deal materials, financial models, andtransaction analysis rather than cold origination. The firm will support dealsourcing and introductions.

Workingas part of a deal team, you will build the financial models, draft themarketing materials, and run the analytical workstreams that move fund-raising(equity/debt) and Mergers & Acquisitions (M&A) transactions fromkick-off to close. The Senior Associate level carries greater ownership ofworkstreams and early responsibility for guiding Analysts.

KeyResponsibilities

• FinancialModeling: Build and maintain detailed operating models, DCF, comparablecompany and precedent transaction analyses, LBO/returns models, and sensitivityand scenario analyses.
• ValuationAnalysis: Prepare valuation outputs and support the development of theinvestment thesis under the guidance of senior bankers.
• MarketingMaterials: Draft Confidential Information Memorandums (CIMs/IMs), Teasers,pitch books, and Management Presentations to a high quality and accuracystandard.
• Board& Client Materials: Prepare board packs, investor updates, and bespokeanalyses that support live deal discussions and client decision-making.
• QualityControl: Ensure consistency, accuracy, and a high quality bar across alloutputs before they reach clients and counterparties.

3.Due Diligence & Process Management

• Data RoomManagement: Set up and manage Virtual Data Rooms (VDR), trackinginformation requests and coordinating the flow of information between clients,investors, and buyers.
• DueDiligence Support: Support the financial, legal, tax, and commercial duediligence processes, helping to resolve queries and keep workstreams on track.
• ProcessCoordination: Maintain process trackers, buyer and investor lists, andQ&A logs to keep transactions organised and on timeline.

4.Research & Team Collaboration

• MarketResearch: Conduct company, sector, and market research on IT services,software, and technology-enabled business services businesses to support bothorigination efforts and live execution
• TeamCollaboration: Work closely with senior bankers across the deal lifecycle;at the Senior Associate level, review Analyst output and mentor junior teammembers.

Requirements

Qualifications& Experience

• Education: MBA from a reputed business school, Chartered Accountant (CA), or CFA (oractively pursuing CFA).
• Experience: Approximately 4 to 5 years for Senior Associate, ininvestment banking, transaction advisory, corporate finance, or a comparableexecution role, ideally with exposure to the IT, Software & Services sector.
• TechnicalSkills: Advanced financial modeling and valuation capability, withexpert-level proficiency in Excel and PowerPoint and a strong grasp ofaccounting and corporate finance.
• DomainExposure: Working knowledge of M&A and capital-raising processes andthe documentation involved; prior exposure to closed transactions is anadvantage.
• Skills: Meticulousattention to detail, strong written communication for IM drafting, and theability to manage multiple workstreams under deadline pressure.