Assistant Vice President/Lead - Investment & Deal Advisory Firm - IIM/CA/CFA

Deal Leader (AVP)

Description:

About the Firm:

Location: Nariman Point, Mumbai

CMS client is an new-age Investment & Deal Advisory firm, backed by influential business families with 20+ years of investing experience.

Our partners bring deep promoter and investor relationships, and we are building a leading platform for:

- Sourcing and executing investments

- Building new ventures

- Providing high-impact deal advisory

As we grow, the firm plans to launch an investment fund, offering a rare opportunity to be part of the journey from an early stage.

Role Summary:

As a Deal Leader (AVP), you will work on a strong, pre-sourced deal pipeline originating from the partners relationship network.

You will interact directly with HNIs, CXOs, and Promoters, gaining hands-on exposure across the deal lifecycle in a fast-paced, high-ownership environment.

Key Responsibilities:

- Analyze financial data and build robust financial models for decision-making

- Evaluate investment opportunities and conduct cost-benefit analysis

- Develop a strong understanding of new-age consumer and tech businesses

- Support end-to-end deal execution including sourcing, diligence, valuation, structuring & negotiations

- Prepare investment decks, business models, and research notes

- Work closely with senior stakeholders under tight timelines

Required Qualifications:

- CA / CFA / MBA from top B-Schools (IIMs preferred)

- (Investment Banking / Deal Advisory / PE / VC)

- Strong proficiency in Excel, financial modeling & data analysis

- Excellent presentation and communication skills

- Ability to thrive in a deadline-driven environment

Key Competencies:

- Analytical thinking & problem-solving

- Strong attention to detail

- Commercial & business acumen

- Stakeholder management & collaboration

- Effective time management

- Experience range: Minimum 1 - 3 years

- PQE: Minimum 5 years

- Keyword - Deal Support, Deal Acquisition