Sr Manager/Manager - Investment Banking - IT, Soft & Business Services

Capwise Financial Services; Mumbai; Presencial; INR 4.000.000 - 7.000.000; Jornada completa

Descripción de la vacante

Capwise Financial Services seeks an experienced Investment Banking professional for its IT, Software & Business Services vertical. This role focuses on transaction execution rather than cold origination, with deal sourcing support and warm introductions.

You will lead or co-lead the execution of fund-raising (equity/debt) and M&A transactions under senior guidance, draft mandate documents, and manage data rooms and collateral materials.

Formación

• MBA from a Tier-1/Tier-2 business school, CA, or CFA (or pursuing CFA).
• 5 to 7+ years of core investment banking experience within a reputed IB firm, institutional platform, or boutique advisory house.
• Strong negotiation, analytical, and deal-structuring capabilities.

Responsabilidades

• Mandate Closure & Onboarding: Pitch to win and finalize mandate letters, engagement agreements, and fee structures.
• End-to-End Deal Execution: Lead lifecycle of capital raising (PE, IPO, structured finance) and M&A transactions.
• Financial Modeling & Valuation: Supervise complex financial models and valuation analyses (DCF, comps, precedent).
• Collateral Preparation: Produce pitch books, CIMs, teasers, and management presentations.
• Due Diligence & Deal Closing: Manage VDRs, coordinate due diligence, finalize SPA/SSA/SHA and docs.
• Team Leadership & Stakeholder Management: Lead a team of senior associates and maintain client relations with C-suite executives.

Conocimientos

Negotiation

Analytical skills

Deal structuring

Educación

MBA from a Tier-1/Tier-2 business school

CA

CFA (or pursuing CFA)

Descripción del empleo

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

Your role begins once a prospect is identified or a warm introduction is made. You will support the presentation of the firms execution capabilities, assist in finalizing mandate documents, and lead 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.
   • Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, ensuring the commercial interests of the firm are protected.
2. End-to-End Deal Execution
   • Transaction Management: Lead and oversee the entire lifecycle of capital raising (PE, IPO, Structured Finance) and M&A (buy-side, sell-side, joint ventures) transactions.
   • Financial Modeling & Valuation: Supervise the creation of complex financial models, valuation analyses (DCF, comparable companies, precedent transactions), and investment thesis formulations.
   • Collateral Preparation: Ensure the highest quality production of pitch books, Confidential Information Memorandums (CIMs), Teasers, and Management Presentations.
3. Due Diligence & Deal Closing
   • Data Room Management: Setup and oversee Virtual Data Rooms (VDR), managing the flow of information between clients, investors, and buyers.
   • Due Diligence Coordination: Lead the financial, legal, tax, and commercial due diligence processes, actively resolving deal-breakers and bottlenecks.
   • Definitive Documentation: Collaborate with legal counsels to negotiate and finalize Share Purchase Agreements (SPA), Share Subscription Agreements (SSA), Shareholders Agreements (SHA), and other definitive transaction documents.
4. Team Leadership & Stakeholder Management
   • Pod Leadership: Manage, mentor, and maximize the productivity of a dedicated team of Senior Associates, Associates, and Analysts within your vertical.
   • Client Management: Act as the primary, trusted point of contact for C-suite executives and promoters throughout the execution cycle, managing expectations and maintaining momentum.

Qualifications & Experience

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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.