Senior Manager / Manager - Investment Banking - IT, Software & Business Services

Capwise; Mumbai; On-site; INR 4,500,000 - 7,500,000; Full time

Job summary

Capwise Financial Services Private Limited seeks a Senior Manager/Manager for Investment Banking in the IT, Software & Business Services vertical. The role centers on transaction execution, supporting deal sourcing and presenting execution capabilities under senior guidance.

You will lead mandates, coordinate end-to-end processes for equity/debt fundraising and M&A, and supervise a team. Strong negotiation, regulatory knowledge, and a proven deal lifecycle track record are essential.

Qualifications

• MBA from a Tier-1/Tier-2 business school, CA, or CFA (or pursuing CFA).
• Solid track record supporting or leading mid-cap M&A and fundraising transactions.
• Deep domain knowledge and regulatory understanding in IT, Software & Business Services.

Responsibilities

• Lead and co-lead end-to-end capital-raising and M&A transactions under senior guidance.
• Draft, negotiate and finalize mandate letters, engagement agreements and fee structures.
• Oversee due diligence, data room management and definitive documentation (SPAs, SSAs, SHA).
• Mentor and manage a team ofSenior Associates, Associates and Analysts within the vertical.

Skills

M&A execution

Fundraising

Negotiation skills

Financial analysis

Education

MBA (Tier-1/Tier-2 business school)

Chartered Accountant (CA)

CFA (or pursuing CFA)

Job description

Capwise Financial Services Private Limited | Full time

Senior Manager / Manager - Investment Banking - IT, Software & 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

We are seeking an experienced InvestmentBanking professional for our IT, Software & Business Services vertical.Unlike many investment banking roles, this position is primarily focused ontransaction execution rather than cold origination. The firm will support dealsourcing and introductions.

Your role begins once a prospect isidentified or a warm introduction is made. You will support the presentation ofthe firm's execution capabilities, assist in finalizing mandate documents, andlead or co-lead the execution of fund-raising (equity/debt) and Mergers &Acquisitions (M&A) transactions under the guidance of senior deal leads.

Key Responsibilities

• 1. Mandate Closure & Onboarding
  • Pitch to Win: Partner with the origination team during initial introductions to present deep sectoral knowledge and bespoke execution strategies that convert prospects into clients.
  • MandateStructuring: Draft, negotiate, andfinalize Mandate Letters, Engagement Agreements, and fee structures, ensuringthe commercial interests of the firm are protected.
• 2. End-to-End Deal Execution
  • TransactionManagement: Lead and oversee theentire lifecycle of capital raising (PE, IPO, Structured Finance) and M&A(buy-side, sell-side, joint ventures) transactions.
  • FinancialModeling & Valuation: Supervisethe creation of complex financial models, valuation analyses (DCF, comparablecompanies, precedent transactions), and investment thesis formulations.
  • CollateralPreparation: Ensure the highestquality production of pitch books, Confidential Information Memorandums (CIMs),Teasers, and Management Presentations.
  • Data RoomManagement: Setup and oversee VirtualData Rooms (VDR), managing the flow of information between clients, investors,and buyers.
  • Due DiligenceCoordination: Lead the financial,legal, tax, and commercial due diligence processes, actively resolvingdeal-breakers and bottlenecks.
  • DefinitiveDocumentation: Collaborate with legalcounsels to negotiate and finalize Share Purchase Agreements (SPA), ShareSubscription Agreements (SSA), Shareholders' Agreements (SHA), and otherdefinitive transaction documents.
• 4. Team Leadership & Stakeholder Management
  • PodLeadership: Manage, mentor, andmaximize the productivity of a dedicated team of Senior Associates, Associates,and Analysts within your vertical.
  • ClientManagement: Act as the primary,trusted point of contact for C-suite executives and promoters throughout theexecution cycle, managing expectations and maintaining momentum.

Requirements

Qualifications & Experience

• Education: MBA from a Tier-1/Tier-2 business school, CharteredAccountant (CA), or CFA (or actively pursuing CFA).
• Experience: 5 to 7+ years of core investment banking experiencewithin a reputed IB firm, institutional platform, or boutique advisory house.
• Track Record: A solid track record of supporting or leading mid-capM&A and fundraising transactions, with demonstrable involvement in the fulldeal lifecycle.
• SectorExpertise: Deep domain knowledge, regulatory understanding, and active investor networks within the IT, Software& Business Services.
• Skills: Strong negotiation skills, sound understandingoflegal documentation/deal structures, and sharp analytical acumen.