VP - Investment Banking - Consumer

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

Job summary

Capwise Financial Services Private Limited seeks an experienced Investment Banking professional for its Consumer vertical. This role focuses on end-to-end execution of fund-raising (equity/debt) and M&A transactions, rather than origination, with support for deal sourcing and introductions.

The candidate will manage mandate closure, complex financial modeling, and the preparation of CIMs, Teasers, and presentations, while overseeing data rooms and due diligence across deals.

Qualifications

• MBA from a Tier-1 business school or CA/CFA qualifications.
• 9–12+ years of core investment banking experience in reputed IB/boutique.
• Proven track record of closing mid-to-large cap M&A and fundraising deals.

Responsibilities

• Lead end-to-end execution of fund-raising and M&A transactions.
• Oversee mandate closure, onboarding, and pricing/fee structuring.
• Manage data rooms, due diligence, and definitive documentation.
• Lead a team of AVPs, Associates, and Analysts; interface with C-suite executives.

Skills

End-to-end deal execution

Financial modeling

Negotiation

Team leadership

Client management

Education

MBA (Tier-1 B-School)

CA

CFA

Tools

SPA/SSA/SHA documentation

Job description

Capwise Financial Services Private Limited | Full time

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

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.

Requirements

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.