Investment Banking Associate – Fund Raising – Banking/Financial Services

Investment Banking Associate – Fund Raising

Location: Bandra West, Mumbai

Job Summary:

The client is seeking a dynamic Investment Banking professional for direct client facing roles. The position requires strong financial understanding, communication skills, and hands-on deal execution capability for Alternative Investment Funds for big ticket size only. Candidates can apply across PAN India.

Key Responsibilities:

Front-End – Fund Raising & Investor Interaction:

– Assist in fund-raising mandates including Private Equity, Venture Capital, Debt, and Structured Finance.

– Prepare and present investment pitches to investors, family offices, funds, and HNIs.

– Coordinate meetings, calls, and negotiations with potential investors.

– Support senior bankers in deal origination, client pitching, and mandate acquisition.

– Maintain relationships with investors, funds, and intermediaries.

– Track investor feedback and manage follow-ups throughout the fund-raising cycle.

– Act as the primary point of contact for Investors & Corporates for big ticket size.

– Handle client communication with clarity and professionalism.

– Build and maintain strong client relationships.

– Coordinate with internal teams to ensure smooth execution.

– Manage client queries and ensure timely follow-ups.

Backend – Deal Execution & Support:

– Prepare Information Memorandums (IM), Pitch Decks, Teasers, and Financial Models.

– Conduct financial analysis, valuation, and industry research.

– Assist in due diligence coordination (financial, legal, commercial).

– Prepare data rooms, trackers, and MIS for live deals.

– Coordinate with legal, compliance, and internal teams for documentation.

– Support execution of term sheets, transaction documents, and deal closure.

Research & Analysis:

– Perform industry research, company profiling, and benchmarking.

– Analyze financial statements, projections, and business models.

– Prepare internal notes and deal summaries for management and investors.

Reporting & Compliance:

– Maintain deal trackers, pipeline reports, and investor databases.

– Ensure compliance with regulatory and internal process requirements.

– Assist in post-deal documentation and reporting.

Required Skills:

– Strong understanding of Investment Banking & Fund Raising processes.

– Financial modeling, valuation, and Excel proficiency.

– Excellent presentation and communication skills.

– Ability to handle both client-facing and backend execution work.

– Strong attention to detail and multitasking ability.

Qualifications:

– MBA (Finance) / CA / CFA / CA-Inter / Finance Graduate.

– 4 years of experience in Investment Banking, Fund Raising, PE/VC, or Corporate Finance.

Preferred Experience:

– Exposure to equity or debt fund-raising transactions.

– Experience working with investors, funds, or financial institutions.

– Hands-on experience in preparing IMs, pitch decks, and data rooms.