Vice President - Investment Banking - Consumer

Capwise Financial Services Private Limited; Mumbai; On-site; INR 6,000,000 - 9,000,000; Full time

Job summary

Capwise Financial Services Private Limited in Mumbai seeks an experienced Investment Banking professional for its Consumer vertical. You will lead end-to-end execution of fundraising and M&A, presenting capabilities and guiding mandate closures.

The role emphasizes transaction execution over origination, with responsibility for managing complex financial modeling, due diligence, and definitive documentation while coordinating with clients and internal teams.

Qualifications

• MBA from a Tier-1 business school or equivalent
• CA or CFA credentials

Responsibilities

• Lead end-to-end execution of capital raising (PE, IPO, structured finance) and M&A (buy-side, sell-side, JVs) transactions
• Draft, negotiate, and finalize mandate letters, engagement agreements, and fee structures
• Supervise financial modeling, valuation analyses (DCF, comps, precedents) and investment theses
• Coordinate data room setup and due diligence across financial, legal, tax and commercial aspects
• Mentor and manage AVPs, associates and analysts within the vertical, acting as primary execution lead

Skills

Negotiation

Legal docs

Analytical skills

Stakeholder management

Education

MBA (Tier-1)

CA

CFA

Job description

Capwise Financial Services is a full-service investment banking and financial advisory firm that helps businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets. With experience spanning 200+ debt transactions and 35+ equity and M&A deals, the firm combines a strong origination network with an active deal pipeline and a partner-led model, where sector heads own their client franchise, revenue budgets, and teams, supported by Capwise’s broader platform, central origination network, and execution capabilities.

Position Overview

We are seeking an experienced Investment Banking professional for our Consumer 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 present the firm's execution capabilities, finalize mandate documents, and lead the end-to-end execution of fund-raising (equity/debt) and Mergers & Acquisitions (M&A) transactions.

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.
• 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 AVPs, 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 business school, Chartered Accountant (CA), or CFA.
• Experience: 9 to 12+ years of core investment banking experience within a reputed IB firm, institutional platform, or boutique advisory house.
• Track Record: A proven history of independently closing mid-to-large cap M&A and fundraising transactions. Must be able to demonstrate an extensive list of closed deals where you acted as a primary execution lead.
• Sector Expertise: Deep domain knowledge, regulatory understanding, and active investor networks within the Consumer vertical.
• Skills: Strong negotiation skills, sound understanding of legal documentation/deal structures, and sharp analytical acumen.