Associate Director - Investment Banking - Financial Institutions Group

Associate Director - IB - Financial Institutions Group (14-20 yrs)

Role & Responsibilities:

1. Originate, lead and execute advisory mandates for Financial Services clients including NBFCs, Banks, Insurance companies, AMCs, FinTechs, and regulated BFSI entities

2. Drive end-to-end origination and execution of M&A, strategic advisory, capital structuring, stake sale, and partnership transactions

3. Own client relationships, act as the primary point of contact, and manage ongoing strategic discussions

4. Lead preparation and finalization of pitchbooks, teasers, information memorandums, valuation outputs, and board-level presentations

5. Develop and review financial models, valuation analyses, and transaction structures, ensuring quality and commercial soundness

6. Guide due diligence, manage data rooms, and coordinate with legal, tax, regulatory advisors, and counterparties

7. Engage in negotiations, term sheet discussions, and transaction closures.

8. Mentor and review work of junior team members to ensure high-quality deliverables

Qualifications & Experience:

- MBA / CA / CFA with min 10 years of experience in Investment Banking

- Strong understanding of financial services business models, regulatory frameworks, and capital structures

- Proven ability to independently run mandates and manage multiple stakeholders

- Advanced expertise in valuation, financial modeling, and client communication

- Strong commercial judgement, negotiation skills, and leadership presence

- Prior experience leading M&A or strategic advisory transactions in the Financial Services sector

- Established client network within BFSI is a mandatory